Merrill Lynch 2012 - 2014
Financial Advisor
Rapps & Associates, Pllc 2012 - 2014
Principal, Estate Planning Advisory Group
Prosperity Asset Management 2007 - 2012
Research and Sales Associate
Meltzer, Lippe, Goldstein & Breitstone, Llp 2011 - 2011
Summer Associate Law Clerk
Office of the New York State Attorney General 2010 - 2011
Law Student Intern
Education:
Hofstra University 2009 - 2012
Doctor of Jurisprudence, Doctorates, Banking, Corporate Finance, Law, Finance
Yeshiva University 2005 - 2009
Yeshiva University 2006 - 2009
Master of Science, Masters, Education
Yeshiva University 2007
Bachelors, Bachelor of Arts, Political Science and Government, Political Science, Government
Skills:
Asset Protection Succession Planning Estate Planning Financial Coaching Finance Financial Services Retirement Planning Wealth Management Trusts Legal Writing Legal Research Securities Estate Tax Planning Asset Management Mergers and Acquisitions Employee Benefits Investments Elder Law Insurance Litigation Financial Advisory Corporate Law Securities Regulation Financial Planning Medicaid Wealth Preservation Planning Long Term Care Business Entity Selection Legal Assistance Financial Analysis Portfolio Management Public Speaking Mergers Strategic Planning Real Estate Management Leadership Series 7 Crowdfunding Joint Ventures Mutual Funds Business Research Time Management Budgeting Wills Tax Law Estate Administration Estate Law Charitable Trusts Revocable Trusts Inheritance Tax Planning Irrevocable Life Insurance Trusts Life Insurance
Interests:
Politics Children Education Economic Empowerment
Languages:
English Hebrew
Certifications:
Certified Special Needs Advisor License Institute For the Study of Conflict Transformation Series 7 Series 66 Mediation Skills and Parenting Plan Certification Life Accident and Health Agent and Broker