Jordan Buckman Email & Phone Number

New York, Ny, Us

Westport, Connecticut, United States

- Causeway Collaborative is get-your-life-back-on-track counseling for young men 16 -30 who need expert guidance to move forward and find their purpose.- Provide academic and career support, in addition to existential exploration. Collaborate with team toprovide the necessary support, including weekly squad and clinical case management- Participate in monthly trainings with team including: Diversity and Inclusion, Family Therapy andSystems, Futures and Therapeutic Mentorship, Exquisite Service trainings

Washington, District Of Columbia, United States

- Collaborated with fund managers to oversee a portfolio of $1,000,000 to outperform the S&P 500- Pitched individually to buy or sell 3 stocks to the firm with a high conviction rate voting process- Provided firm with 10 weekly updates on global market and individual sector macro risks

Bethesda, Maryland

- Prepare individual income tax returns on the Form 1040 by calculating deductions and credits for a taxpayer, and inputting W-2 Income, sometimes for multiple states- Use built-in tools to track missing data and return errors, and utilize integrated software to collect client data, input in QuickBooks if necessary, and transfer the data into the tax software- Understand how to read a Federal Form Schedule K-1 issued to a taxpayer, and complete input of K-1 information including multi-state information, and passive and non-passive income input

Westport, Ct

- An investment firm focusing on long-term investments in undervalued and under followed small cap companies- Analyzed the Baird 2019 Global Consumer, Technology and Services Conference- Compiled company analysis packets for Senior Analysts used as reference during conferences- Utilized Microsoft Excel and Outlook to organize individual expense reports and schedule meetings

Washington D.C.

- Managed a budget of $25,000 for social and philanthropy events and mentored replacement- Led collection of membership dues and created unique financial planning payments per request- Maintained tax exemption status by filing 990-EZ with IRS

734 15Th St Washington, D.C.

- Utilized QuickBooks for organizational record keeping through general journal entries for a $3,000,000 account- Reconciled company's year-end employee benefit contributions of $100,000 to report IRS filings- Oversaw the general ledger of the institute's accounts payable of $200,000 on a monthly basis using QuickBooks.

Washington D.C.

- Led serving team responsible for 20 tables in a fine dining restaurant establishment under management of The Black Restaurant Group- Improved teamwork, communication, and problem solving skills

Masters Of Science, Clinical Mental Health Counseling

Bachelor Of Science (B.S.), Finance, 3.7

Activities and Societies: Kogod Honors Program, Student Managed Investment Fund (SMIF), Alpha Epsilon Pi, AU Ultimate Frisbee - Club.