Zachary Zimmerman

Zachary Zimmerman

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location of Zachary ZimmermanNew York, New York, United States

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  • Timeline

  • About me

    Director | Tax Compliance | Morgan Stanley

  • Education

    • Florida State University

      2011 - 2015
      Bachelor's degree Finance/Applied Economics

      Activities and Societies: Tau Kappa Epsilon Fraternity, Order of Omega Greek Honor Society

  • Experience

    • Atlantis Management Services

      Jun 2008 - Aug 2013

      • Assisted Property Manager with budgeting large scale projects• Supervised maintenance crews conducting large scale landscaping installations and irrigation repairs • Completed pre-licensure course for Florida Community Association Manager License • Evaluated and executed logistics for large scale mulching, landscaping, and irrigation projects for a homeowners association with over 1,500 homes• Conducted storm preparation and organized clean up crews for hurricane aftermath

      • Maintenance Supervisor/Assistant to Property Manager

        May 2013 - Aug 2013
      • Property Maintenance Employee

        Jun 2008 - Apr 2013
    • Summer Road, LLC.

      May 2014 - Aug 2014
      Equity Research Intern

      • Conducted industry specific and market wide economic research• Used fundamental analysis to assess comparable performance multiples to identify undervalued or overvalued stocks • Analyzed SEC filings, earnings releases, and conference call transcripts for specific companies, built financial statement models, and calculated valuation multiples on Microsoft Excel • Conducted discount cash flow analysis to calculate various profitability ratios• Conducted comparable company analysis with the previously calculated profitability ratios and valuation multiples to extract information to create investment theses Show less

    • T3 Trading Group, LLC

      Sept 2015 - Oct 2016
      Equities Trader

      • Engaged in multiple intraday trading strategies to capitalize on momentum in companies reporting earnings or news, IPOs, technical break outs/break downs, capitulation buys/parabolic shorts or scalp trades through important technical areas, as well as intraday tape reading strategies to capitalize on shown or hidden liquidity and by analyzing the underlying buying and selling of market participants. • Engaged in swing trading strategies to capitalize on relative strength or weakness in individual stocks or entire sectors by analyzing the technicals on all time frames and forming execution game plans for position entry and exit with appropriate position size and within defined risk parameters for each trade. • Built a foundation of personal discipline by creating specific rules to determine which trades to enter and employing sound risk management and position management on a daily basis for those trades.• Engaged in daily scenario analysis before market open, as well as gap analysis, to determine a thesis for the trading day to be able to have a proactive rather than reactive trading plan. • Conducted daily post market research to retrospectively analyze the market, review trades, keep statistics on good trades and failed trades, and make written entries into a daily trade journal. Show less

    • Morgan Stanley

      Jan 2017 - now
      • Director

        Jan 2021 - now
      • Associate

        Jan 2019 - Dec 2020
      • Analyst

        Jan 2017 - Dec 2018
  • Licenses & Certifications

    • Series 56

      Financial Industry Regulatory Authority (FINRA)
      Sept 2015