Jacob Gordon Email & Phone Number

Greater New York City Area

I learned first-hand how to navigate Medicare, Medicaid, community trusts and estate planning by watching my father do so for my grandparents. I began working with NYFO to help seniors and their children gain independence, self worth and security with their financial affairs and lighten the load of day to day paperwork so that people's relationships with their aging parents don't need to involve worrying over bill paying and home healthcare.Our expertise is broad. The assistance we provide depends upon the specific needs of each client. Our services include bill paying, overall financial organization, maintaining Pooled Income Trust, and much more.• Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign• General organization assistance, including establishing online record keeping• Balancing checkbooks and maintaining organization of bank records• Maintaining Pooled Income Trusts for those participating in Community Medicaid• Organizing tax documents and other paperwork• Negotiating with creditors• Deciphering medical insurance papers and verifying proper processing of claims• Providing referrals to legal, tax, and investment professionals• Maintaining home payroll records for use in preparation of payroll tax reports• Preparation of payroll checks for home employees including calculation of Federal and state withholding and FICA taxes• Assistance with arrangements for moving from one’s home to a retirement or nursing facility• Acting as power-of-attorney or representative payee for Medicare• Acting as executors or trustees of estates to ensure our clients wishes are met after they are gone

Greater New York City Area

Marketing coordinator for e-commerce company serving a global clientele of individuals suffering from chronic pain. Responsibilities included data analysis through Facebook Business/Ad Manager, Google Analytics, Buffer Social Media, SamCart (Online Cart Customizer), InfusionSoft, MailChimp, Drip (Email Marketing), and HelpScout (Customer Service Email Portal). Collected online content for blog with 175,000 unique visitors per month. Managed updates to website, including design and new content using graphics and HTML using Wordpress (ThriveThemes and Wishlist Member). Interfaced with customers using HelpScout (help desk program) to manage product purchases, shipments and troubleshooting. Produced live webinars via Zoom videoconferencing and uploading content to multiple sites for member and prospect consumption. Managed business account using QuickBooks Online.

New York, New York

Responsible for all social media outreach and content collection.

Greater New York City Area

Assistant to the Community Trust Administrator, Manager and Strategy Manager of the Day School Challenge Fund. Responsible for handling deposits into the UJA-Federation Community Trust for Individuals with Disabilities, communication with 22 Jewish day schools, managing data tracking for the Community Trust and Day School Challenge Fund and performing general assistant duties for three supervisors.

New York City

Support for operations team, including: project management, errands at the nine Broadway theaters owned by Nederlander, reorganizing present and archived operations files, scheduling meetings and travel arrangements, administrative support to all Operations employees and house managers.

Worcester, Massachusetts

Responsibilities include giving campus and academic department-specific tours, answering phones, assisting visitors, and serving on student panels.

Liaison with CUPS Executive Board, all CUPS members; Producer of all CUPS productions in 2014-2015 academic year.

Worcester, Massachusetts

Responsibilities include waiter, busboy, dishwasher, and cashier.

Part-time marketing intern (virtual) for an e-commerce company serving a global clientele of people suffering from chronic pain. Responsibilities included data entry and analysis through Facebook business manager and Wordpress.

Assistant to Dan Weir, the Director of Camping Services at Frost Valley YMCA. I had a very broad set of responsibilities, and worked long and sometimes unusual hours. In helping or standing in for the Director of Camping Services with all day-to-day tasks, responsibilities include supervising staff, assisting guests and campers, assisting with possible emergencies, driving to and from activity sites, answering phones and responding to emails, creating reports, and scheduling activities and transportation. In addition to these defined responsibilities, I was a main point person for any visitors on site, any assistance to all members of our director team for the summer, and served as a voice of the director team for any decisions made towards summer camp staff.

I was a mentor to several activity-specific counselors who interacted with all children on camp over four two-week sessions during the summer of 2013. In addition to teaching these counselors about camp and working with kids, I also acted as an activity counselor myself and was in charge of scheduling and programming for the camp of upwards of 400 kids.

I served as head counselor to a group of nine other camp counselors in taking care of upwards of forty campers over four two-week sessions during the summer of 2012. In addition to working as a counselor in this ten-counselor village, I also created the schedule for the campers every week, consulted with camp directors about activities preventing summer learning loss, behavioral issues, and the overall positive influence of camp on children from urban and rural environments. The campers I and my staff took care of were between the ages of nine and eleven.

Trained as a counselor in 2009 with other 15-year-old CiTs, lived in-cabin with one other counselor and eight campers for four two-week sessions in the summers of 2010 and 2011.

I refereed youth soccer in a teaching league which not only involved my knowledge of the laws of the game, but also my reinforcement of players in each division I worked in (ages 10-11, and 12-14) to themselves learn the laws of the game to better to develop their individual and collaborative skills on the soccer field.

Bachelor Of Arts (B.A.), Theater (Acting), Psychology, Magna Cum Laude

Activities and Societies: Clark University Players Society Clark University Admissions Office Clark University Visual & Performing Arts.

Education record