Zephyr Advisory Group
- Alexander Moore
Actively licensed CPA - Credential ID: CPA035286
FINRA Series 65 (inactive)
Form U5 available upon request
Serving clients in roles that include, but are not limited to: CPA Consultant - IPO/transaction readiness, Accounting/Finance Director or Manager, Interim/fractional Controller, CFO, Treasury Analyst (strategic finance), Investment Analyst, Financial Analyst, Investment Adviser Representative, Financial Planner
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Work style
How I prefer to work
Remote & Office
Qualities I value in my colleagues
- Reliability
- integrity
- ambition
- empathy
- work ethic
Just a simple request to honor the golden rule and proactively communicate if previously mentioned or discussed expectations may have evolved or otherwise changed. Also, someone that has client experience in their DNA as a top priority alongside acting with integrity.
My communication style
- Proactive
- direct
- genuine
- assertive
- tactful
Anti-micromanagement and to be as clear and concise while letting the other person know I bluntly speak with genuinely positive intentions. I like to be a peer vs. a 'manager' with others regardless of level in how we communicate. I can direct or adjust written and verbal communications if needed in addressing a project or working group.
My pet peeves
- Gossip
- poor communication
- close-mindedness
- micromanagement
- arrogance
Respect for everyone regardless of job title, education, experience, income, or net worth is a must and to deviate is an all encompassing pet peeve. Humility and honesty is the best policy.
Fun fact
I have a passion for econometrics and stochastics in analyzing macroeconomic data at the intersection of policy. Personally, I enjoy scuba diving in open water, golf, and winter sports like skiing.
Personal Q&A
How would your best friend describe you in 1 sentence?
An empathetic friend and selfless individual that finds fulfillment in serving others while also being a lifelong learner.