Education

University of St. Thomas, Finance

Overview

Jackson joined CLA after graduating from the University of St. Thomas in 2018. Jackson is studying for level 2 of the CFA exam. Before joining the Valuation team, Jackson gained experience in accounting, reconciliation, and investment research. At CLA, Jackson specializes in the following:

  • Valuation for gift and estate tax;
  • Custom litigation support valuation;
  • Divorce litigation support valuation;
  • Fair value analysis for 805 purchase price allocation and 350 impairment analysis;
  • Debt instrument valuation for audits;
  • Complex capital valuation; and
  • Valuations for business sale purposes. 

Upcoming speaking engagements

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Resources and event materials

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In the community

Finance Committee Volunteer at Rein in Sarcoma (QuickBooks, Salesforce)