Since 2018, Zachary Gordon has been working in Wind Energy Transmission Texas 1, 1. Zachary is a competent Senior Financial Analyst with over 20 years of work experience. According to Zachary's resume and work profile, Zachary has worked at more than 17 places with numerous backgrounds and got different skills. Zachary attended school at the Indiana University - Kelley School of Business from 2007 to 2012. Zachary can be found in Cleveland, Ohio – where this professional is currently located. You can search for Zachary's e-mail and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Zachariah Gordon,
Zacharias Gordon,
Zackary Gordon,
Zack Gordon,
Zacky Gordon,
Zach Gordon
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 14, 2022
Email
go**@indiana.edu, zg**@gmail.com
Location
Cleveland, OH
Workplace
Colleagues
Work History
Second Vice President
50 south La Salle St, Chicago, IL 60603
from Feb 2018
Senior Tax Associate
150 north Wacker Dr SUITE 3100, Chicago, IL 60606
Preparing Tax Returns for Partnerships, Trusts, Closely Held Businesses, and High Net Worth Individuals. We also consult with our clients to help identify areas where tax benefits may exists.
Dec 2016 — Feb 2018
Financial Analyst - Capital Markets
1900 West Loop south SUITE 1300, Houston, TX 77027
from Oct 2016
Senior Tax Associate
1661 Aaron Brenner Dr SUITE 300, Memphis, TN 38120
Preparing Tax Returns for Investment Partnerships, Trusts, Closely Held Businesses, and High Net Worth Individuals.
Sep 2016 — Dec 2016
Senior Associate
6050 Oak Tree Blvd, Cleveland, OH 44131
At CBIZ MHM, LLC, I work in tax preparation for a variety of different taxable entities and client types including: individual and trust returns, partnership returns, non-profit, and corpora...
Jan 2014 — Aug 2016
Teacher
Tutored individuals in one-on-one sessions in English and math on a daily basis
Planned lessons for all students using Smartboard Technology programming
Taught classes of between eight an...
Aug 2012 — Apr 2013
Auditor
101 Prospect Ave northeast, Cleveland, OH 44115
Covered approximately 70 stores spanning the Carolinas and Eastern Tennessee
Reviewed all transactions within a given scope for accuracy and legitimacy
Advised store management on accepta...
May 2011 — Jan 2012
Wealth Management Intern
7475 Wisconsin Ave SUITE 600, Bethesda, MD 20814
Analyzed and chose funds from Fortigent for different asset classes
Rebalanced clients asset allocation
Worked extensively with Morningstar Principia software
Reallocated funds inside of...
May 2010 — Aug 2010
Investment Analyst
50 south La Salle St, Chicago, IL 60603
May 2008 — Apr 2014
Student
990 Westbury Rd, Westbury, NY 11590
Worked to acquire my Series 4, 5; in order to become licensed to sell life and health insurance as well as certain annuities in the state of New York
May 2008 — Jul 2008
Wealth Management Intern
Learned firsthand how a wealth management group functions for its client
Helped set up formal alliances with established accounting firms
Made the business cards for all brokers at headqu...
May 2008 — Jul 2008
Equity Trader
Chicago, IL
Executed trades in volatile securities
Developed and executed short term investment strategies
Analyzed causes of market direction and sector correlations
Dec 2007 — Apr 2008
Education
2007 — 2012
2002 — 2007
Occupations
Executive
Vice President
Supporting Member
Accountant
Finance and Accounting Specialist
Chief Executive
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Accounting
Wealth Management
Asset Allocation
Financial Modeling
Financial Analysis
Microsoft Excel
Finance
Powerpoint
Data Analysis
Spanish
Investments
Equities
Securities
Alternative Investments
Fixed Income
Bloomberg
Mutual Funds
Financial Risk
Portfolio Management
Asset Management
Investment Management