Jared Gee
About Jared Gee
Jared Gee is a Senior Fund Accountant with extensive experience in the finance sector. He has worked at Carta since 2021 and previously held positions at Cornerstone Fund Services, Invesco US, and Bank of Utah.
Work at Carta
Jared Gee has been employed at Carta since 2021, serving as a Senior Fund Accountant. In this role, he is responsible for managing financial records and ensuring accurate reporting for various funds. His expertise in accounting and fund administration contributes to Carta's mission of providing innovative financial solutions.
Previous Experience in Fund Administration
Before joining Carta, Jared worked at Invesco US from 2019 to 2021 as part of the NAV Reporting team. His role involved calculating the net asset value for funds, ensuring compliance with regulatory standards. Prior to that, he was a Fund Administrator at Cornerstone Fund Services for one year in Sandy, Utah, where he gained foundational experience in fund management.
Education and Expertise
Jared earned a Bachelor of Science in Accounting from Utah Valley University, completing his studies from 2013 to 2018. His academic background provides him with a solid understanding of accounting principles, financial analysis, and reporting standards, which he applies in his professional roles.
Early Career at Bank of Utah
Jared began his career as a Customer Service Representative at Bank of Utah, where he worked from 2015 to 2018. This role allowed him to develop strong communication and customer service skills, which are essential in the finance industry. His experience at the bank laid the groundwork for his transition into accounting and fund management.