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Jake Heacox, Cfa Email & Phone Number

Partner, Portfolio Manager at The Townsend Group at The Townsend Group
Location: Cleveland, Ohio, United States 8 work roles 2 schools
1 work email found @townsendgroup.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@townsendgroup.com
LinkedIn Profile matched
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Current company
The Townsend Group
Role
Partner, Portfolio Manager at The Townsend Group
Location
Cleveland, Ohio, United States
Company size
125 employees

Who is Jake Heacox, Cfa? Overview

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Quick answer

Jake Heacox, Cfa is listed as Partner, Portfolio Manager at The Townsend Group at The Townsend Group, a company with 125 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at townsendgroup.com and a matched LinkedIn profile for Jake Heacox, Cfa.

Jake Heacox, Cfa previously worked as Partner at The Townsend Group and Associate Partner at The Townsend Group. Jake Heacox, Cfa holds Master Of Business Administration (M.B.A.), Accounting And Finance from John Carroll University.

Company email context

Email format at The Townsend Group

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*@townsendgroup.com
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AeroLeads found 1 current-domain work email signal for Jake Heacox, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Jake Heacox, Cfa

Jake Heacox, Cfa is a Partner, Portfolio Manager at The Townsend Group at The Townsend Group. He possess expertise in auditing, accounting, internal audit, us gaap, financial analysis and 7 more skills.

Listed skills include Auditing, Accounting, Internal Audit, Us Gaap, and 8 others.

Current workplace

Jake Heacox, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

The Townsend Group
The Townsend Group
Partner, Portfolio Manager at The Townsend Group
united states
Website
townsendgroup.com
Employees
125
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Company profile
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8 roles

Jake Heacox, Cfa work experience

A career timeline built from the work history available for this profile.

Assurance Associate

Pwc

-Specializing in auditing entities within the Real Estate industry-Attending training sessions over guidance specific to the real estate industry including: impairment, fair value reporting, rental revenue recognition, and debt refinancings-Performing impairment analyses over rental properties by preparing estimates of FMV and comparing them to the.

Aug 2012 - Dec 2013

Wmts Intern

Pwc

Cleveland/Akron, Ohio Area

- Preparing charitable trust and private foundation tax filings.- Preparing state and federal tax forms including Form 990-PF, 5227, 4720, 8865 and 1041.- Analyzing account statements for fair market value of trust account assets.- Performing calculations to determine appropriate trust fund distributions.- Comparing prior year returns with current year.

Jan 2012 - May 2012

Operation Support

Speedeon Data Llc

Cleveland/Akron, Ohio Area

- Performing accounts receivable and accounts payable functions.- Creating cost analysis and profit projection worksheets for executive team review.- Aiding in supplier and customer pricing negotiations through sales modeling.- Analyzing cost drivers and identifying opportunities for cost savings.- Creating and enhancing operations department tracking.

May 2011 - Dec 2011

Wmts Intern

Pwc

Cleveland/Akron, Ohio Area

- Preparing charitable trust and private foundation tax filings.- Preparing state and federal tax forms including Form 990-PF, 5227, 4720, 8865 and 1041.- Analyzing account statements for fair market value of trust account assets.- Performing calculations to determine appropriate trust fund distributions.- Comparing prior year returns with current year.

Jan 2011 - May 2011

Financial/Leasing Intern

Dots

Solon, OH

- Auditing amounts billed by landlords against payments and lease documents.- Processing payments and escrow changes in the accounting system.- Analyzing and presenting the projected effects of new lease accounting standards by:Creating models of leased asset values using Excel.Projecting depreciation and interest expense for a test store.Presenting.

May 2010 - Dec 2010

Assurance Intern

Pwc

Cleveland/Akron, Ohio Area

- Performing tie-outs of lead sheets, footnotes, and financial data.- Tracing and agreeing financial information from reporting documents back to internal schedules and prior year documents. - Preparing spreadsheets to determine variances in financial data and risk.- Addressing large variances by gaining comfort over causes of variance.- Meeting with.

Jan 2010 - Mar 2010
Team & coworkers

Colleagues at The Townsend Group

Other employees you can reach at townsendgroup.com. View company contacts for 125 employees →

JL Jeffrey Leighton Jeffrey Leighton Colleague at The Townsend Group Strongsville, Ohio, United States, United States View → KS Kurt Sicker Kurt Sicker Colleague at The Townsend Group Avon Lake, Ohio, United States, United States View → CG Cheryl Gioitta Cheryl Gioitta Colleague at The Townsend Group Cleveland, Ohio, United States, United States View → AT Arneece Tabor-Jones Arneece Tabor-Jones Colleague at The Townsend Group Bedford, Ohio, United States, United States View → HD Haya Daawi Haya Daawi Colleague at The Townsend Group San Francisco, California, United States, United States View → T( Tina (Schutz) Kormushoff Tina (Schutz) Kormushoff Colleague at The Townsend Group Cleveland, Ohio, United States, United States View → NJ Nick Jarvis Nick Jarvis Colleague at The Townsend Group Owensboro, Kentucky, United States, United States View → TA Terry Ahern Terry Ahern Colleague at The Townsend Group Cleveland, Ohio, United States, United States View → MY Ming Yuh Hsu Ming Yuh Hsu Colleague at The Townsend Group Mountain View, California, United States, United States View → ND Nick Duff Nick Duff Colleague at The Townsend Group Redhill, England, United Kingdom, United Kingdom View →
2 education records

Jake Heacox, Cfa education

FAQ

Frequently asked questions about Jake Heacox, Cfa

Quick answers generated from the profile data available on this page.

What company does Jake Heacox, Cfa work for?

Jake Heacox, Cfa works for The Townsend Group.

What is Jake Heacox, Cfa's role at The Townsend Group?

Jake Heacox, Cfa is listed as Partner, Portfolio Manager at The Townsend Group at The Townsend Group.

What is Jake Heacox, Cfa's email address?

AeroLeads has found 1 work email signal at @townsendgroup.com for Jake Heacox, Cfa at The Townsend Group.

Where is Jake Heacox, Cfa based?

Jake Heacox, Cfa is based in Cleveland, Ohio, United States while working with The Townsend Group.

What companies has Jake Heacox, Cfa worked for?

Jake Heacox, Cfa has worked for The Townsend Group, Pwc, Speedeon Data Llc, and Dots.

Who are Jake Heacox, Cfa's colleagues at The Townsend Group?

Jake Heacox, Cfa's colleagues at The Townsend Group include Jeffrey Leighton, Kurt Sicker, Cheryl Gioitta, Arneece Tabor-Jones, and Haya Daawi.

How can I contact Jake Heacox, Cfa?

You can use AeroLeads to view verified contact signals for Jake Heacox, Cfa at The Townsend Group, including work email, phone, and LinkedIn data when available.

What schools did Jake Heacox, Cfa attend?

Jake Heacox, Cfa holds Master Of Business Administration (M.B.A.), Accounting And Finance from John Carroll University.

What skills is Jake Heacox, Cfa known for?

Jake Heacox, Cfa is listed with skills including Auditing, Accounting, Internal Audit, Us Gaap, Financial Analysis, Business Analysis, Tax Preparation, and Analysis.

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