Paul Zickes

Assistant Vice President, Alternatives Analyst at Ancora Holdings Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cleveland

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Bio

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Credentials

  • CPA
    AICPA
  • Series 50
    FINRA (Financial Industry Regulatory Authority)
  • Series 52
    FINRA (Financial Industry Regulatory Authority)
  • Series 63
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Ancora Holdings Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Assistant Vice President, Alternatives Analyst
      • Jun 2022 - Present

  • MAI Capital Management
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Research Analyst
      • Feb 2021 - Jun 2022

  • Stifel Financial Corp.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Public Finance Associate
      • Aug 2017 - Feb 2021

  • RSM US LLP
    • United States
    • Accounting
    • 700 & Above Employee
    • Assurance Associate - Financial Services
      • Oct 2016 - Jul 2017

  • D'Artagnan Capital Fund
    • Cincinnati, Ohio Area
    • Energy and Utilities Equity Analyst
      • Jan 2015 - May 2016

  • Longbow Research
    • Cleveland/Akron, Ohio Area
    • Sell-Side Equity Research Intern
      • Jun 2015 - Aug 2015

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • May 2014 - Aug 2014

Education

  • Xavier University
    B.S.B.A., Accounting and Finance
    2012 - 2016
  • Saint Ignatius High School
    2008 - 2012

Community

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