Jordan Fazio

Director at Source Advisors

Role: Senior Director at Source Advisors
Location: Detroit, MI, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Senior Director
Source Advisors
Jun 2015 — Present

Education

Grand Valley State University
B.B.A

Skills

Alternative Investments
Capital Markets
Foreign Exchange
Currency
Securities
Portfolio Management
Derivatives
Process Management
Financial Analysis
Electronic Trading
Hedge Funds
Proprietary Trading
Commodity
Technical Analysis
Equities
Options
Financial Markets
Risk Management
Trading
Investment Banking
Financial Risk
Investments
Trading Strategies
Financial Modeling
Fx Trading
Trading Systems
Equity Trading
Hedging
Fx Options
Bloomberg

Contact information

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Work email
•••••@sourceadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Source Advisors

Financial Services · 212 employees · Founded 1983 · Arlington, Texas, United States

At Source Advisors, relationships matter. Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies. We filter every decision through these principles and do the right thing for our clients, team members, CPA firms, and partners. Source Advisors is a global (USA & UK) specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D & §45L), Sales & Use Tax, Investment & Production Tax Credits, Commercial Property Tax Consulting, and LIFO inventory solutions for more than 40 years. We partner with companies and CPA firms as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives. Our team of experienced CPAs, attorneys, engineers, technology experts, and Big Four professionals help companies save money, minimize risk and create cash flow to stimulate businesses and drive overall growth. We are experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change.

sourceadvisors.com

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Experience

Senior Director

Education

Grand Valley State University

Skills

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