Constellation Wealth Advisors
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Constellation Wealth Advisors Employees
Outfront Media October 2014 - Present
Quidsi Inc. November 2013 - September 2014
USTA August 2013 - September 2013
NY Sportimes May 2012 - August 2012
Constellation Wealth Advisors May 2011 - July 2011
Bernards Township June 2010 - August 2010
Constellation Wealth Advisors May 2010 - June 2010
Brook Hill Tennis 2008 - 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Access, Outlook, Marketing, Research, Marketing Research, Market Research, Event Planning, Event Management, Sports, Spanish, SPSS, SaaS, Marketing Strategy, Advertising
Education
Loyola University Maryland 2009 — 2013
Bachelors of Business Administration, Marketing
Nanyang Technological University 2011 — 2011
Business
Ridge High School 2005 — 2009
Fotobom October 2014 - Present
Hall Capital Partners LLC August 2013 - October 2014
Stanford Student Enterprises September 2012 - June 2013
Stanford University September 2012 - June 2013
Kappa Alpha Order September 2012 - June 2013
Hall Capital Partners LLC June 2012 - August 2012
Kappa Alpha Order November 2010 - November 2011
Constellation Wealth Advisors June 2011 - August 2011
Stanford University June 2010 - August 2010
Education
Stanford University 2009 — 2013
B.A.
Santa Barbara High School 2005 — 2009
Constellation Wealth Advisors February 2013 - June 2015
Alden Management Group January 2012 - February 2013
College View Elementary September 2011 - February 2012
Office of Instructional Development November 2008 - June 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Adobe Acrobat, Data Entry, Invoicing, Administrative..., PowerPoint, Office Administration, Office Management, Editing, Insurance, Microsoft Publisher, Microsoft Office, Telephone Skills, Facebook, Administration, Social Media, Spreadsheets
Education
UCSB 2007 — 2011
Bachelor of Arts (B.A.), Global and International Studies
Edison High School 2003 — 2007
High School Diploma
Degreed May 2014 - Present
Bank of America Merrill Lynch May 2013 - May 2014
Bank of America Merrill Lynch July 2011 - May 2013
F4Ed, Inc. September 2009 - June 2011
Bank of America Merrill Lynch June 2010 - August 2010
Constellation Wealth Advisors January 2010 - June 2010
EPATT September 2008 - March 2010
Stanford University Center for International Security and Cooperation (CISAC) November 2008 - March 2009
Skills
Entrepreneurship, Business Development, Strategic Partnerships, Start-ups, Edtech, Higher Education, E-Learning, Strategy, SaaS, Research, Financial Modeling, Financial Markets, Economics, Sales, Networking, Social Media, Data Analysis, Educational Technology, Education, Human Resources, Thought Leadership, HTML5, JavaScript, CSS, jQuery, AJAX, Strategic Planning, Training
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Sequoia Capital May 2011 - Present
Constellation Wealth Advisors March 2008 - January 2011
Smith Barney - The Peninsula Group June 2004 - March 2008
Smith Barney - The Cooper Network July 2003 - June 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
B.S. Business Administation
University of California, Berkeley - College of Letters and Sciences 1999 — 2004
B.A. Interdisciplinary Studies, International Trade and Politics
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Eachwin Capital June 2012 - August 2012
Constellation Wealth Advisors April 2012 - June 2012
Group SJR June 2011 - August 2011
Education
Stanford University 2010 — 2014
Bachelor's Degree, Public Policy
Phillips Academy Andover 2006 — 2009
High School
Phillips Exeter Academy 2005 — 2006
High School
Constellation Wealth Advisors March 2009 - Present
Skills
Asset Management, Wealth Management, Investments, Portfolio Management, Financial Planning, Alternative Investments, Client Relations, Strategic Relationships, Operations Management, Series 7, Series 24, NYS Notary Public, Financial Services, Asset Allocation
Education
Fordham University
Bachelor of Science (BS)
Navatar Group August 2015 - Present
S&P Capital IQ July 2014 - August 2015
Constellation Wealth Advisors June 2013 - August 2013
New Jersey Devils May 2012 - June 2012
Annaly Capital Management June 2011 - August 2011
Skills
Salesforce.com, Capital IQ, Microsoft Excel
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Christian Brothers Academy
Universidade Nova de Lisboa
Columbia University in the City of New York June 2013 - Present
Independent Contractor 2010 - Present
WomenbyNargus 2007 - Present
Independent Contractor 2009 - Present
Hunter College 2010 - 2012
HR&A Advisors September 2008 - July 2009
Constellation Wealth Advisors April 2007 - September 2008
Penn Club of New York October 2006 - April 2007
Skills
Statistics, Data Analysis, Mental Health, Wellness, Public Speaking, Research, Marketing, Editing, Clinical Research, Social Media Marketing
Education
Columbia University in the City of New York 2013 — 2014
Bachelor of Science (B.S.), Nursing Practice
City University of New York-Hunter College 2009 — 2011
Post-Baccalaureate, Psychology, GPA: 4.0
University of Pennsylvania 2002 — 2006
Bachelor of Arts (BA), Philosophy, Politics, Economics (PPE) and English, Magna Cum Laude
Apollo Global Management LLC April 2014 - Present
JPMorgan Chase August 2012 - April 2014
Constellation Wealth Advisors January 2012 - May 2012
JPMorgan Chase June 2011 - August 2011
Skills
Corporate Law, Securities, Private Equity, Negotiation, Real Estate Transactions, Marketing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2012
J.D., Cum Laude, Concentration in Corporate Law
State University of New York at Binghamton 2006 — 2009
B.A., Cum Laude,
Colorado Rockies December 2014 - Present
Major League Baseball April 2013 - December 2014
LivingSocial October 2011 - April 2013
ClearSlide, Inc. May 2011 - November 2011
ClearSlide, Inc. December 2010 - May 2011
Rio Grande Valley WhiteWings May 2010 - August 2010
Cryotherm, Inc. 2009 - 2010
Constellation Wealth Advisors September 2009 - December 2009
Skills
Salesforce.com, Sales, Account Management, Cold Calling, Sales Prospecting, Baseball, Market Research, Investor Relations, Social Media Marketing, Lead Generation, Online Advertising, Strategic Partnerships, Sales Management, Sales Process, Facebook, Sales Presentations, Email Marketing
Education
Cornell University 2005 — 2009
B.Sc., Communications
Menlo-Atherton High School
Sacred Heart Prep
Share Ave July 2015 - Present
Delphix May 2014 - June 2015
Greylock Partners July 2011 - August 2013
QuestBridge August 2010 - August 2013
Stanford University August 2009 - June 2011
Stanford Student Enterprises October 2007 - June 2011
Goldman Sachs June 2010 - August 2010
Constellation Wealth Advisors January 2010 - June 2010
Skills
Venture Capital, Entrepreneurship, Start-ups, Stata, Economics, Statistics, Social Entrepreneurship, Public Policy, Policy Analysis, Investments
Education
Stanford University 2007 — 2011
BA, Public Policy
First Republic Private Wealth Management October 2015 - Present
San Francisco 49ers 2002 - Present
Constellation Wealth Advisors October 2009 - September 2015
Comcast Sportsnet Bay Area August 2009 - January 2010
ThinkEquity Partners August 2006 - May 2008
Bank of America April 2003 - July 2006
HRJ Capital July 2001 - March 2003
National Football League July 1985 - February 2000
Skills
Investments, Fundraising, Strategic Planning, Sports, Strategic Partnerships, Sports Marketing, Business Development, Public Speaking, Event Management, Media Relations, Venture Capital, Marketing, Event Planning, Asset Managment, Sponsorship, Strategy, Social Networking, Asset Management, Coaching, New Business Development, Marketing Strategy, Investment Banking, Public Relations, Entrepreneurship, Sports Management
Education
University of California, Los Angeles 1980 — 1985
BA, Sociology
Norristown Area High School 1977 — 1980
Saks Fifth Avenue June 2015 - August 2015
JW Michaels & Co. May 2014 - August 2014
Coach December 2012 - February 2013
Constellation Wealth Advisors May 2012 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, Public Speaking, English, Microsoft Excel, Recruiting
Education
Fairfield University 2012 — 2016
Bachelor of Arts (BA), Communication
Greenwich High School
Lucerne Capital Management, LP 2015 - Present
Fredericks Michael & Co. 2010 - 2015
Glass, Lewis & Co. 2009 - 2010
Constellation Wealth Advisors 2009 - 2009
Kaupthing Bank 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Capital Raising, LBO, Cross-border..., Pan European, Mergers & Acquisitions, Fundamental Analysis, Financial Analysis, Equities, Equity Research, Portfolio Management, Microsoft Excel, Investments, Bloomberg, Long/Short Equity, Financial Modeling, Risk Arbitrage, Corporate Finance, Value Investing, Private Equity, Due Diligence, Investment Management, Stock Picking, DCF Valuation, Asset Management, Valuation, PowerPoint, Finance, Microsoft Office
Education
Columbia University - Columbia Business School
Value Investing, Driving Strategic Impact
Dowling College
BBA, Finance
Constellation Wealth Advisors September 2011 - Present
Exos Partners 2010 - October 2011
Merrill Lynch 1996 - 2010
Skills
Investment Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Private Equity, Venture Capital, Capital Markets, Risk Management
Education
University of California, Irvine 1988 — 1992
Economics
Minkus Family Farms, Inc. June 2014 - Present
Morgan Stanley June 2013 - June 2014
Constellation Wealth Advisors July 2011 - June 2013
AIG Advisor Group June 2010 - July 2011
Assent, LLC May 2008 - April 2010
Skills
Municipal Bonds, Corporates, US Equities, Series 7, Series 63, Fixed Income, Bloomberg, Securities, Trading, Equities, Bonds, Investments, Mutual Funds, Asset Management, Capital Markets, Options, Portfolio Management, Derivatives
Education
Mount Saint Mary College 2005 — 2007
BS, Finance, Business Management
First Republic Private Wealth Management September 2015 - Present
Constellation Wealth Advisors July 2013 - September 2015
Morgan Stanley August 2012 - June 2013
Morgan Stanley June 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Skills
Capital Markets, Fixed Income, Bloomberg
Education
Brown University 2006 — 2010
B.A., Commerce, Organizations, and Entrepreneurship: Business Economics
Lake Highland Preparatory School
Constellation Wealth Advisors June 2014 - August 2014
Brunswick Group June 2013 - August 2013
EarthLink 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, Time Management, Team Leadership, Volleyball
Education
Bentley University 2011 — 2015
Bachelor's Degree, Marketing and Finance
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Clinton Foundation June 2013 - August 2013
Constellation Wealth Advisors September 2012 - December 2012
Summer Institute for the Gifted June 2012 - August 2012
Epocrates March 2012 - June 2012
Darien EMS Post 53 September 2007 - June 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Planning, Spanish, Microsoft Publisher, iMovie, Outlook, iPhoto, Research, Public Speaking, Social Media Marketing
Education
Stanford University 2011 — 2015
Bachelor's degree with distinction, Economics
Darien High School 2007 — 2011
Code Advisors June 2015 - Present
Wells Fargo December 2014 - April 2015
Constellation Wealth Advisors January 2015 - March 2015
Stanford University May 2014 - July 2014
Education
Stanford University 2012 — 2016
Bachelor's Degree, Major: Economics
Stuyvesant High School 2008 — 2012
Regents Diploma, 93.5
Constellation Wealth Advisors June 2013 - Present
WHV Investment Management Inc. April 2007 - May 2013
Patpatia & Associates, Inc. October 2006 - February 2007
Global One Capital, LLC. September 2004 - September 2006
Skills
Bloomberg, Portfolio Management, Portfolio Operations, Fund Accounting, Manage Client..., Accounting Management, Alternative Investments, Financial Analysis, Portfolio Performance..., Financial Reporting, Asset Management, Mutual Funds, Equities, Valuation, Institutional..., High Net Worth..., Corporate Actions, Project Management, Quantitative Analytics, Data Analytics, Research, Fundamental Analysis, Cash Operations, International Relations, International, APX, Axys, Moxy, FactSet, CRM, Performance Attribution, Corporate Finance, Investment Management, Wealth Management, Fixed Income, Investment Strategies, Private Equity, Hedge Funds, Equity Research, Derivatives, Process Improvement, Bloomberg Terminal, Economics, Equity Valuation, Eviews, Financial Statement..., Emerging Markets, Mandarin, Cantonese, Advent
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2012
MBA, Finance, General
University of San Francisco 2009 — 2011
MSc, Financial Analysis
University of California, Los Angeles 2002 — 2004
Bachelor of Arts, Economics
JPMorgan Chase December 2013 - Present
New York State Department of Financial Services March 2013 - April 2013
Constellation Wealth Advisors September 2012 - December 2012
Parker Ibrahim & Berg May 2012 - August 2012
The Clearing House May 2011 - August 2011
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
Juris Doctor, Corporate Law
Syracuse University College of Law 2010 — 2011
Juris Doctor
Colgate University 2006 — 2010
B.A., Philosophy & Religion
Constellation Wealth Advisors September 2008 - Present
Hewins Financial Advisors June 2007 - September 2008
Skills
Asset Allocation, Investments, Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Private Equity, Data Analysis, Investment Advisory, Capital Markets, Axys, Morningstar Direct, Performance Reporting, GIPS Compliance, Thompson Portfolio..., Operational Due..., Project Management, Financial Services
Education
UC Davis Graduate School of Management
Master of Business Administration (MBA), Finance
University of California, Davis
Bachelor of Arts (BA), Economics
Edward L. Koester May 2015 - Present
New York Law School August 2014 - May 2015
Constellation Wealth Advisors May 2014 - August 2014
Newedge June 2013 - August 2013
General Moving Carriers, LLC August 2009 - April 2013
Essex County Volunteer Lawyers for Justice September 2011 - December 2011
District 37 Legislative Office July 2006 - March 2009
Skills
Teamwork, Westlaw, Legal Research, Legal Writing, Public Speaking, Microsoft Office, Training, Lexis, Legal Assistance, Research, Outlook, Litigation, Arbitration, Microsoft Word, Customer Service, Editing, Corporate Law
Education
New York Law School 2012 — 2015
Juris Doctor
Montclair State University 2009 — 2012
B.A., Jurisprudence
Bergen Community College 2007 — 2009
A.A., Political Science
Neuberger Berman September 2012 - Present
Constellation Wealth Advisors March 2011 - September 2012
LPL Financial (dba Financial Independence LLC) August 2009 - March 2011
SCM Advisors LLC June 2009 - August 2009
Wells Fargo (Security Investment Group) August 2008 - June 2009
Bank of America August 2006 - August 2008
Reno Sparks Chamber of Commerce June 2001 - August 2004
Skills
Series 7, Series 63, Series 65, Fixed Income, Equities, Portfolio Management, Investments, Trading, Mutual Funds, Banking, FINRA, Asset Allocation, Wealth Management, Derivatives, Hedge Funds, Bonds, Finance, Options, Private Equity, Alternative Investments, Securities, Investment Strategies, Investment Advisory, Asset Management, Investment Management, Strategic Financial..., Wealth Management..., Financial Advisory, Fund Of Funds, Chartered Financial...
Education
Saint Mary's College of California 2008 — 2009
M.S. Financial Analysis and Investment Management, Finance, Investment
Saint Mary's College of California 2005 — 2008
B.S. Economics (Psychology minor), Economics, Psychology
Reno High School 2001 — 2005
8of9 Consulting March 2015 - Present
Bachner and Associates May 2013 - November 2013
Constellation Wealth Advisors September 2012 - December 2012
Department of Social Services June 2012 - October 2012
Laidlaw & Company December 2009 - May 2010
Skills
Securities, Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Regulatory Compliance, Securities Regulation, Equities, Public Policy, Legal Compliance, Financial Regulation, Series 63, Criminal Defense, Series 7 & 63, Regulations, LexisNexis, Financial Services, FINRA, Series 7, Capital Markets, Policy Analysis, Lexis, White Collar Criminal..., Bloomberg, Bank Secrecy Act, Anti Money Laundering, MiFID, Basel III, Dodd-Frank, FATCA, Recovery & Resolution..., ISDA, Derivatives, Due Diligence, Microsoft Office
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2014
Doctor of Law (JD), Law
Case Western Reserve University School of Law 2011 — 2012
Law
The George Washington University 2006 — 2009
Bachelor's degree, Political Science and Government/ Statistics
Constellation Wealth Advisors July 2012 - Present
John Wiley and Sons July 2010 - June 2012
Skills
Research, Editing, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Facebook, Event Planning
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
Colgate University 2006 — 2010
BA, English, Art & Art History
Trinity College, Rome Campus 2009 — 2009
Wilton High School 2002 — 2006
Constellation Wealth Advisors June 2015 - August 2015
Hennion & Walsh July 2014 - August 2014
Specialty Disposal Services May 2014 - July 2014
Skills
Financial Analysis, Leadership, Microsoft Excel, Public Speaking, Microsoft Office, Data Analysis, PowerPoint, Interpersonal Skill, Passion for Success, Commodity Markets, Portfolio Management, Economic Modeling, Situational Leadership, Project Management, Networking, Marketing Communications, Managerial Finance, International Economics, Economic Research, Statistical Data..., Google Docs, Marketing Strategy, Strategic Financial..., Management, Microsoft Word, Teamwork, Customer Service, Research, Economics, Financial Modeling, Valuation
Education
Penn State University 2012 — 2016
Dual Bachelor's degree, Majors: Marketing "Concentration on finance" and Economics "Money and Banking", Major GPA: 3.64
AQR Capital Management August 2015 - Present
GFI Group September 2014 - July 2015
Bridgewater Associates January 2014 - July 2014
Constellation Wealth Advisors January 2013 - May 2013
Beecher Carlson May 2012 - May 2013
Journal of Taxation and Regulation of Financial Institutions January 2012 - April 2013
New York Law School May 2011 - December 2012
Shustak Frost & Partners, P.C. January 2012 - May 2012
Mintz & Fraade P.C. November 2011 - January 2012
Skills
Legal Writing, Corporate Law, Securities Regulation, Legal Research, Research, Westlaw
Education
New York Law School 2010 — 2013
JD, Law
Bloomsburg University of Pennsylvania 2006 — 2010
B.S.B.A, Management
Constellation Wealth Advisors January 2013 - Present
Salisbury School March 2010 - October 2013
Academy of Certified Portfolio Managers August 2011 - September 2013
Constellation Wealth Advisors February 2010 - December 2012
Merrill Lynch September 2007 - February 2010
Quebecor World March 2000 - September 2007
jjc specialist 1995 - 1998
Skills
Investments, Equities, Series 7, Asset Managment, Fixed Income, Financial Analysis, Hedge Funds, Strategic Planning, Series 63, Venture Capital, Portfolio Management, Private Equity, Alternative Investments, Financial Services, New Business Development, Financial Advisory, Trading
Education
Boston College 1992 — 1996
BA
Salisbury School 1989 — 1992
MyGradPad July 2014 - Present
Constellation Wealth Advisors June 2014 - August 2014
Inner-City Scholarship Fund May 2013 - June 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Facebook, Public Speaking, Social Networking, Research
Education
Villanova University 2011 — 2015
Bachelor of Arts (BA), Economics
Convent of the Sacred Heart 2007 — 2011
High School
Charles University in Prague
Goldman Sachs July 2013 - Present
Constellation Wealth Advisors June 2012 - August 2012
TF Cornerstone June 2010 - August 2010
Saint Vincent Catholic Medical Centers October 2008 - August 2009
Education
Villanova University 2009 — 2013
City University London 2011 — 2011
Stuyvesant High School 2005 — 2009
Source Financial Advisors September 2012 - Present
Alexandra and James, Co./Lebenthal & Co. November 2009 - September 2012
Lebenthal & Co, LLC 2009 - September 2012
Constellation Wealth Advisors April 2007 - November 2009
TrailHaven Consulting, LLC April 2006 - March 2007
CWH Associates /Paratus Partners LLC 2002 - 2007
Somerset Capital Management, LLC April 1995 - November 2001
Skills
Hedge Funds, Equity Research, Alternative Investments, Investments, Equities, Series 7, Asset Management, Private Equity, Securities, Fixed Income, Portfolio Management, Capital Markets, Wealth Management, Investment Banking, FINRA, Series 63, Series 24
Education
Boston University 1983 — 1987
Bachelor of Arts, Economics
Constellation Wealth Advisors March 2008 - Present
Morgan Stanley Smith Barney 1997 - 2008
Education
Boston College 1988 — 1992
Bachelor's Degree, Economics and Marketing
University of Cambridge
Economics
Citi November 2010 - Present
Citi January 2014 - December 2014
Bank of America June 2008 - May 2009
Constellation Wealth Advisors April 2007 - March 2008
Citigroup March 2001 - December 2006
Skills
Trading, Series 7, FINRA, Securities, Series 63, Equities, Equity Trading, Capital Markets, Derivatives, Fixed Income, Surveillance, Hedge Funds, Options, Trading Systems, Electronic Trading, Risk Management, Series 55, Series 15, Series 25, Regulatory Inquiry..., Futures Spec Limits, Equities Trading, Futures Compliance, LDM3, Metrics Reporting, Surveillance Development
Education
Hofstra University School of Law 1999 — 2000
Le Moyne College 1994 — 1997
BA, Philosophy
Taft Stettinius & Hollister LLP September 2013 - Present
BTG Pactual January 2013 - May 2013
Taft Stettinius & Hollister LLP May 2012 - July 2012
Constellation Wealth Advisors January 2012 - May 2012
Benjamin N. Cardozo School of Law August 2011 - May 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2011 - August 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2008 - July 2010
Skills
Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
JD, cum laude
Cornell University 2005 — 2008
B.S., Industrial and Labor Relations
Constellation Wealth Advisors 2007 - Present
Citigroup 2000 - 2007
Skills
Alternative Investments, Portfolio Management, Fixed Income Analysis, Economics, Hedge Funds, Fixed Income, Asset Allocation, Capital Markets, Asset Management, Equities, Series 7, Investments, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1995 — 1997
mba, Finance
Emory University 1980 — 1984
BBA, Accounting
NYU School of Law July 2012 - Present
Asia Law Society April 2012 - Present
Constellation Wealth Advisors June 2011 - August 2011
Education
Cardozo Law School 2009 — 2012
J.D., Top 15%
East China Normal University 2008 — 2009
Mandarin, HSK 5
Edison Home Health Care August 2015 - Present
Touro College September 2006 - Present
Pomerantz LLP December 2013 - July 2015
Constellation Wealth Advisors June 2012 - August 2012
Pomerantz LLP June 2011 - August 2011
Deloitte August 2007 - June 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
JD, with a concentration in Tax
Queen's College 2008 — 2010
MS, Accounting
Touro College 1999 — 2003
Bachelor's Degree, Accounting
JPMorgan Chase & Co. June 2015 - Present
Barclays June 2014 - June 2015
New York State Department of Financial Services January 2014 - April 2014
Constellation Wealth Advisors September 2013 - December 2013
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Doctor of Law (J.D.)
Arizona State University 2007 — 2011
Bachelor of Science (BS), magna cum laude, Justice Studies