CounselWorks LLC
Description
Address: 477 Madison Ave # 740, New York, NY 10022 Phone: (212) 867-0200Place name: : Category: Website: : Hours: : : : : Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Counselworks LLC Posting publicly on the Web Write a review Reviews Be the first to review
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CounselWorks LLC Employees
Employee
Years
Job
Industry
Sarai Rodriguez Sarai Rodriguez's CounselWorks LLC Experience June 2013 - Present
Job Consultant at CounselWorks LLC
Industry Financial Services
Experience
CounselWorks LLC June 2013 - Present
Choi Law Firm August 2011 - March 2013
PwC October 2010 - October 2010
Dream Team Caucus February 2009 - May 2010
Sacramento Metro Chamber June 2009 - August 2009
Skills
Spanish, Leadership, Customer Service, Marketing, Market Research, Policy, Research, Financial Modeling, Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Sales, PowerPoint, Social Media, Strategy, Investments, Data Analysis, Analysis, Financial Accounting, Finance, Business Strategy, Statistics, Economics, Access, Compliance
Education
Haas School of Business, UC Berkeley 2010 — 2012
B.S., Business Administration
CounselWorks LLC June 2013 - Present
Choi Law Firm August 2011 - March 2013
PwC October 2010 - October 2010
Dream Team Caucus February 2009 - May 2010
Sacramento Metro Chamber June 2009 - August 2009
Skills
Spanish, Leadership, Customer Service, Marketing, Market Research, Policy, Research, Financial Modeling, Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Sales, PowerPoint, Social Media, Strategy, Investments, Data Analysis, Analysis, Financial Accounting, Finance, Business Strategy, Statistics, Economics, Access, Compliance
Education
Haas School of Business, UC Berkeley 2010 — 2012
B.S., Business Administration
Joumana Abdulmassih's CounselWorks LLC Experience September 2014 - Present
Job Analyst at CounselWorks LLC
Industry Financial Services
Experience
CounselWorks LLC September 2014 - Present
Burson-Marsteller June 2013 - August 2013
Stericycle May 2011 - August 2011
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Social Media, Customer Service, SEC Filings, Strategy, Data Analysis
Education
Boston College 2010 — 2014
BA, Economics, 3.5
Convent of the Sacred Heart High School 2006 — 2010
CounselWorks LLC September 2014 - Present
Burson-Marsteller June 2013 - August 2013
Stericycle May 2011 - August 2011
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Social Media, Customer Service, SEC Filings, Strategy, Data Analysis
Education
Boston College 2010 — 2014
BA, Economics, 3.5
Convent of the Sacred Heart High School 2006 — 2010
Jennifer Mountjoy Jennifer Mountjoy's CounselWorks LLC Experience April 2013 - September 2014
Job Account Coordinator
Industry Public Relations and Communications
Experience
The Guice Agency November 2014 - Present
CounselWorks LLC April 2013 - September 2014
It's All Arranged, LLC September 2012 - August 2014
The Brown Group May 2012 - August 2012
Delta Delta Delta January 2011 - January 2012
University of Southern Mississippi August 2010 - August 2011
Skills
Leadership, Organizational, Developed meetings and..., Photoshop, InDesign, Dreamweaver, Windows, Public Speaking, Excellent Communication, Verbal and Written..., Hootsuite, Social Media, Communication, Microsoft Excel
Education
University of Southern Mississippi 2009 — 2012
Public Relations BA, Business Administration, 3.22
Mississippi State University 2008 — 2009
Journalism
Ocean Springs High School 2004 — 2008
High School Diploma 2004, 2008
The Guice Agency November 2014 - Present
CounselWorks LLC April 2013 - September 2014
It's All Arranged, LLC September 2012 - August 2014
The Brown Group May 2012 - August 2012
Delta Delta Delta January 2011 - January 2012
University of Southern Mississippi August 2010 - August 2011
Skills
Leadership, Organizational, Developed meetings and..., Photoshop, InDesign, Dreamweaver, Windows, Public Speaking, Excellent Communication, Verbal and Written..., Hootsuite, Social Media, Communication, Microsoft Excel
Education
University of Southern Mississippi 2009 — 2012
Public Relations BA, Business Administration, 3.22
Mississippi State University 2008 — 2009
Journalism
Ocean Springs High School 2004 — 2008
High School Diploma 2004, 2008
William Cory William Cory's CounselWorks LLC Experience September 2015 - Present
Job Broad based leadership experience within corporate and military environments at home and abroad
Industry Banking
Experience
CounselWorks LLC September 2015 - Present
JPMorgan Chase February 2014 - August 2015
Citi February 2012 - July 2013
Team Rubicon, Inc. October 2012 - November 2012
United States Marine Corps 2001 - 2007
Skills
Project Management, International Relations, Leadership, Security, Strategy, Risk Management, Financial Analysis, Financial Modeling, Access, Program Management, Microsoft Excel, Data Analysis, Portfolio Management, Process Improvement, Team Leadership, Public Relations, Microsoft Office, Corporate Finance, Strategic Planning, PowerPoint, Government, Accounting, Operations Management
Education
Binghamton University - School of Management 2009 — 2011
Bachelor of Science (B.S.), Accounting
CounselWorks LLC September 2015 - Present
JPMorgan Chase February 2014 - August 2015
Citi February 2012 - July 2013
Team Rubicon, Inc. October 2012 - November 2012
United States Marine Corps 2001 - 2007
Skills
Project Management, International Relations, Leadership, Security, Strategy, Risk Management, Financial Analysis, Financial Modeling, Access, Program Management, Microsoft Excel, Data Analysis, Portfolio Management, Process Improvement, Team Leadership, Public Relations, Microsoft Office, Corporate Finance, Strategic Planning, PowerPoint, Government, Accounting, Operations Management
Education
Binghamton University - School of Management 2009 — 2011
Bachelor of Science (B.S.), Accounting
Arash Vedaie Arash Vedaie's CounselWorks LLC Experience June 2012 - July 2013
Job Compliance Officer at Point72 Asset Management, L.P.
Industry Legal Services
Experience
Point72 Asset Management July 2013 - Present
CounselWorks, LLC June 2012 - July 2013
Pathway Law LLC January 2012 - June 2012
AGS Law Group January 2011 - October 2011
Dr. Akhlaghi and Associates International Law Office May 2009 - August 2009
Panawell & Partners, LLC June 2008 - August 2008
Skills
Compliance, Securities, Legal Research, Mergers, Corporate Law, Due Diligence, Equities, Investments, Financial Analysis, Corporate Finance, Mortgage, Economics, Venture Capital, Asset Management, Legal Writing, Litigation
Education
Suffolk University Law School 2007 — 2011
Juris Doctor, Financial Services Concentration, Cum Laude
Suffolk University Graduate School 2009 — 2010
Masters of Science, International Economics
The Ohio State University 2001 — 2005
Bachelor of Science, Finance & Economics
CRLS
Point72 Asset Management July 2013 - Present
CounselWorks, LLC June 2012 - July 2013
Pathway Law LLC January 2012 - June 2012
AGS Law Group January 2011 - October 2011
Dr. Akhlaghi and Associates International Law Office May 2009 - August 2009
Panawell & Partners, LLC June 2008 - August 2008
Skills
Compliance, Securities, Legal Research, Mergers, Corporate Law, Due Diligence, Equities, Investments, Financial Analysis, Corporate Finance, Mortgage, Economics, Venture Capital, Asset Management, Legal Writing, Litigation
Education
Suffolk University Law School 2007 — 2011
Juris Doctor, Financial Services Concentration, Cum Laude
Suffolk University Graduate School 2009 — 2010
Masters of Science, International Economics
The Ohio State University 2001 — 2005
Bachelor of Science, Finance & Economics
CRLS
Rich Hymes Rich Hymes's CounselWorks LLC Experience January 2013 - June 2014
Job Chief Investment Officer at BeneXchange Corp
Industry Financial Services
Experience
Benexchange April 2013 - Present
Counselworks LLC January 2013 - June 2014
John Hancock Retirement Services February 2008 - January 2012
Institutional Qualified Retirement Plan Consulting Group November 2006 - February 2008
RSM McGladrey 2005 - 2007
Transamerica January 2004 - January 2006
Oppenheimer Funds 1993 - 2004
Dreyfus Service Corp 1989 - 1991
Skills
401k, ERISA, Start-ups, Series 63, Pension Funds, Profit Sharing, Defined Benefit, Retirement, Retirement Planning, Pensions, Series 7, Mutual Funds, Retirement Plan..., Asset Allocation, Consulting, Investment Advisory, Securities, Life Insurance, Investments, Disability Insurance, Financial Services, Insurance, Wealth Management, Finance, Financial Advisory, Financial Planning, Alternative Investments
Education
Alfred University 1984 — 1988
B.S., Business Administration
Peddie School 1983 — 1984
Benexchange April 2013 - Present
Counselworks LLC January 2013 - June 2014
John Hancock Retirement Services February 2008 - January 2012
Institutional Qualified Retirement Plan Consulting Group November 2006 - February 2008
RSM McGladrey 2005 - 2007
Transamerica January 2004 - January 2006
Oppenheimer Funds 1993 - 2004
Dreyfus Service Corp 1989 - 1991
Skills
401k, ERISA, Start-ups, Series 63, Pension Funds, Profit Sharing, Defined Benefit, Retirement, Retirement Planning, Pensions, Series 7, Mutual Funds, Retirement Plan..., Asset Allocation, Consulting, Investment Advisory, Securities, Life Insurance, Investments, Disability Insurance, Financial Services, Insurance, Wealth Management, Finance, Financial Advisory, Financial Planning, Alternative Investments
Education
Alfred University 1984 — 1988
B.S., Business Administration
Peddie School 1983 — 1984
Christina Ludovici's CounselWorks LLC Experience May 2014 - Present
Job Business Development at CounselWorks LLC
Industry Marketing and Advertising
Experience
CounselWorks LLC May 2014 - Present
NYU School of Law office of Special Events August 2011 - May 2014
Shillster September 2013 - November 2013
Arrow Properties of South Florida, Inc. June 2013 - July 2013
Thinking Caps Group January 2012 - June 2013
Hollister Co August 2009 - October 2011
Ludovici & Ludovici, P.A. 2006 - 2011
Skills
Customer Service, American Sign Language, Microsoft Office, Python, Java, HTML, HTML 5, CSS, Facebook, WordPress
Education
New York University 2010 — 2014
Bachelor's degree, Mathematics, 3.6
New York University in Berlin 2012 — 2012
Palmer Trinity School 2003 — 2010
High School Diploma
CounselWorks LLC May 2014 - Present
NYU School of Law office of Special Events August 2011 - May 2014
Shillster September 2013 - November 2013
Arrow Properties of South Florida, Inc. June 2013 - July 2013
Thinking Caps Group January 2012 - June 2013
Hollister Co August 2009 - October 2011
Ludovici & Ludovici, P.A. 2006 - 2011
Skills
Customer Service, American Sign Language, Microsoft Office, Python, Java, HTML, HTML 5, CSS, Facebook, WordPress
Education
New York University 2010 — 2014
Bachelor's degree, Mathematics, 3.6
New York University in Berlin 2012 — 2012
Palmer Trinity School 2003 — 2010
High School Diploma
David Essling's CounselWorks LLC Experience July 2014 - Present
Job Analyst at CounselWorks LLC
Industry Financial Services
Experience
CounselWorks LLC July 2014 - Present
Bank of the West June 2013 - August 2013
Skills
Spanish, Microsoft Excel, Customer Service, Networking, Research, Finance, Microsoft Word, Social Media, Social Networking, Public Speaking, Goal Oriented, Italian, Analysis, Strategy, Current Affairs, Brazilian Portuguese
Education
University of California, Berkeley 2012 — 2014
Bachelor's degree, Political Economy
Marquette University 2011 — 2012
Bachelor's degree, Economics
Duluth East High School 2007 — 2011
High School Diploma
CounselWorks LLC July 2014 - Present
Bank of the West June 2013 - August 2013
Skills
Spanish, Microsoft Excel, Customer Service, Networking, Research, Finance, Microsoft Word, Social Media, Social Networking, Public Speaking, Goal Oriented, Italian, Analysis, Strategy, Current Affairs, Brazilian Portuguese
Education
University of California, Berkeley 2012 — 2014
Bachelor's degree, Political Economy
Marquette University 2011 — 2012
Bachelor's degree, Economics
Duluth East High School 2007 — 2011
High School Diploma
Jacqueline Pelletier Jacqueline Pelletier's CounselWorks LLC Experience October 2014 - Present
Job Analyst at CounselWorks LLC
Industry Financial Services
Experience
Miramonte High School Girls Varsity Lacrosse February 2015 - Present
CounselWorks LLC October 2014 - Present
Central Marin Blue Jays Lacrosse Club 2011 - Present
Guanxi Partners LLC June 2011 - September 2013
Skills
Market Research, Customer Service, Leadership, Sports Coaching, Public Speaking, Microsoft Office, Social Media, Social Media Marketing
Education
University of California, Berkeley 2010 — 2014
Bachelor’s Degree, American Studies: Business, Marketing & Sociology
Andover High School 2006 — 2010
High School, Andover, Massachusetts
Miramonte High School Girls Varsity Lacrosse February 2015 - Present
CounselWorks LLC October 2014 - Present
Central Marin Blue Jays Lacrosse Club 2011 - Present
Guanxi Partners LLC June 2011 - September 2013
Skills
Market Research, Customer Service, Leadership, Sports Coaching, Public Speaking, Microsoft Office, Social Media, Social Media Marketing
Education
University of California, Berkeley 2010 — 2014
Bachelor’s Degree, American Studies: Business, Marketing & Sociology
Andover High School 2006 — 2010
High School, Andover, Massachusetts
Beth Rubenstein's CounselWorks LLC Experience April 2011 - August 2011
Job Associate at Farrell Fritz, P.C.
Industry Law Practice
Experience
Farrell Fritz, P.C. February 2014 - Present
Schlesinger Gannon & Lazetera LLP June 2012 - February 2014
Shearman & Sterling LLP October 2011 - April 2012
Counselworks LLC April 2011 - August 2011
Shearman & Sterling LLP June 2009 - August 2009
Skills
Legal Research, Estate Law, Trusts
Education
Saint John's University School of Law 2007 — 2010
J.D. (cum laude), Law
Washington University in St. Louis 2002 — 2006
B.A. (University Honors), Psychology, Anthropology
Farrell Fritz, P.C. February 2014 - Present
Schlesinger Gannon & Lazetera LLP June 2012 - February 2014
Shearman & Sterling LLP October 2011 - April 2012
Counselworks LLC April 2011 - August 2011
Shearman & Sterling LLP June 2009 - August 2009
Skills
Legal Research, Estate Law, Trusts
Education
Saint John's University School of Law 2007 — 2010
J.D. (cum laude), Law
Washington University in St. Louis 2002 — 2006
B.A. (University Honors), Psychology, Anthropology
Matt Okolita's CounselWorks LLC Experience October 2013 - Present
Job Managing Director, Attorney
Industry Investment Management
Experience
CounselWorks LLC October 2013 - Present
Bennett Funds October 2011 - October 2013
Highland Capital Management, L.P. March 2008 - October 2011
NewStar Financial, Inc. August 2006 - November 2007
Skills
Hedge Funds, Mutual Funds, Private Equity, Investment Advisory, Due Diligence, Corporate Governance, Legal Research, Corporate Law, Securities, Mergers, Series 7, Series 66, IACCP Certified, SEC Compliance, Capital Markets, Start-ups, SEC, Finance, Securities Regulation, FINRA, Alternative Investments, Private Placements, Trading, Asset Management, Structured Finance
Education
Bucknell University
Bachelor of Arts, Economics & Political Science
Old Rochester
Suffolk University Law School
J.D., Business Law and Financial Services
CounselWorks LLC October 2013 - Present
Bennett Funds October 2011 - October 2013
Highland Capital Management, L.P. March 2008 - October 2011
NewStar Financial, Inc. August 2006 - November 2007
Skills
Hedge Funds, Mutual Funds, Private Equity, Investment Advisory, Due Diligence, Corporate Governance, Legal Research, Corporate Law, Securities, Mergers, Series 7, Series 66, IACCP Certified, SEC Compliance, Capital Markets, Start-ups, SEC, Finance, Securities Regulation, FINRA, Alternative Investments, Private Placements, Trading, Asset Management, Structured Finance
Education
Bucknell University
Bachelor of Arts, Economics & Political Science
Old Rochester
Suffolk University Law School
J.D., Business Law and Financial Services
Jose (Joestin) Benjamin Jose (Joestin) Benjamin's CounselWorks LLC Experience October 2014 - Present
Job Intern, Financial & Investment Management at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry International Affairs
Experience
CounselWorks LLC October 2014 - Present
Model United Nations Development Organization (MUNDO) April 2014 - Present
Model United Nations Development Organization (MUNDO) 2011 - Present
City College of New York January 2014 - April 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2014 - August 2014
Model United Nations Development Organization (MUNDO) April 2013 - April 2014
Pinnacle Sales & Marketing Inc 2011 - January 2013
Obama for America May 2012 - November 2012
Skills
International Relations, Social Media, Grassroots Organizing, Political Campaigns, Political Communication, Research, Editing, Customer Service, Leadership, Analysis, Political Science, Politics, Public Policy, Qualitative Research, Microsoft Office, Policy Analysis, Policy, Team Leadership, Training, Time Management
Education
City University of New York City College 2013 — 2015
Bachelor's degree, International/Global Studies
Harper College 2011 — 2012
William Fremd High School 2007 — 2010
CounselWorks LLC October 2014 - Present
Model United Nations Development Organization (MUNDO) April 2014 - Present
Model United Nations Development Organization (MUNDO) 2011 - Present
City College of New York January 2014 - April 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2014 - August 2014
Model United Nations Development Organization (MUNDO) April 2013 - April 2014
Pinnacle Sales & Marketing Inc 2011 - January 2013
Obama for America May 2012 - November 2012
Skills
International Relations, Social Media, Grassroots Organizing, Political Campaigns, Political Communication, Research, Editing, Customer Service, Leadership, Analysis, Political Science, Politics, Public Policy, Qualitative Research, Microsoft Office, Policy Analysis, Policy, Team Leadership, Training, Time Management
Education
City University of New York City College 2013 — 2015
Bachelor's degree, International/Global Studies
Harper College 2011 — 2012
William Fremd High School 2007 — 2010
Michelle Goldfarb's CounselWorks LLC Experience November 2013 - February 2015
Job
Industry Financial Services
Experience
HighMark Capital Management February 2015 - Present
CounselWorks LLC November 2013 - February 2015
Charles Schwab March 2012 - November 2013
Charles Schwab March 2008 - March 2012
Charles Schwab November 2005 - February 2008
NASD October 2003 - October 2005
Charles Schwab October 2000 - October 2003
Novogradac & Company LLP January 2000 - October 2000
Education
San Francisco State University 2008 — 2010
MBA
University of San Francisco 1995 — 1999
BSBA
HighMark Capital Management February 2015 - Present
CounselWorks LLC November 2013 - February 2015
Charles Schwab March 2012 - November 2013
Charles Schwab March 2008 - March 2012
Charles Schwab November 2005 - February 2008
NASD October 2003 - October 2005
Charles Schwab October 2000 - October 2003
Novogradac & Company LLP January 2000 - October 2000
Education
San Francisco State University 2008 — 2010
MBA
University of San Francisco 1995 — 1999
BSBA
Fizza Khan's CounselWorks LLC Experience January 2009 - Present
Job Attorney
Industry Investment Management
Experience
CounselWorks LLC January 2009 - Present
DKR Oasis March 2008 - December 2008
Sandler O'Neill 2003 - 2008
Kramer Levin Naftalis & Frankel LLP 2001 - 2002
Education
University of Maryland Francis King Carey School of Law 1997 — 2000
Drexel University - College of Business and Administration 1991 — 1996
Bachelor of Science (B.S.), Finance and Economics
CounselWorks LLC January 2009 - Present
DKR Oasis March 2008 - December 2008
Sandler O'Neill 2003 - 2008
Kramer Levin Naftalis & Frankel LLP 2001 - 2002
Education
University of Maryland Francis King Carey School of Law 1997 — 2000
Drexel University - College of Business and Administration 1991 — 1996
Bachelor of Science (B.S.), Finance and Economics
Rosemary Fanelli's CounselWorks LLC Experience December 2006 - Present
Job President & CEO, CounselWorks LLC
Industry Legal Services
Experience
CounselWorks LLC December 2006 - Present
Allen & Company September 2000 - November 2006
Skills
Hedge Funds, Compliance, Private Equity, Securities Law, Asset Management
Education
Fordham University School of Law 1986 — 1989
Holy Child High School
CounselWorks LLC December 2006 - Present
Allen & Company September 2000 - November 2006
Skills
Hedge Funds, Compliance, Private Equity, Securities Law, Asset Management
Education
Fordham University School of Law 1986 — 1989
Holy Child High School
Kathleen Malone's CounselWorks LLC Experience August 2012 - Present
Job Managing Director at CounselWorks LLC
Industry Financial Services
Experience
CounselWorks LLC August 2012 - Present
U.S. Securities and Exchange Commission August 2008 - June 2012
U.S. Securities and Exchange Commission July 2005 - August 2008
Financial Industry Regulatory Authority (FINRA) November 2002 - July 2005
Skills
Securities, Hedge Funds, Legal Research, Due Diligence, Westlaw, FINRA, Risk Management, AML, Securities Regulation, Private Equity, Alternative Investments, Financial Regulation, Investment Advisory
Education
Seton Hall University School of Law 2008 — 2012
Law, JD
Villanova University 1997 — 2001
BS, Finance
CounselWorks LLC August 2012 - Present
U.S. Securities and Exchange Commission August 2008 - June 2012
U.S. Securities and Exchange Commission July 2005 - August 2008
Financial Industry Regulatory Authority (FINRA) November 2002 - July 2005
Skills
Securities, Hedge Funds, Legal Research, Due Diligence, Westlaw, FINRA, Risk Management, AML, Securities Regulation, Private Equity, Alternative Investments, Financial Regulation, Investment Advisory
Education
Seton Hall University School of Law 2008 — 2012
Law, JD
Villanova University 1997 — 2001
BS, Finance
Jim Prentice's CounselWorks LLC Experience March 2012 - April 2013
Job Front Office Risk Management and Operations Analyst at Sumitomo Mitsui Trust Bank
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank December 2013 - Present
Barclays July 2013 - December 2013
CounselWorks LLC March 2012 - April 2013
Columbia Technology February 2010 - August 2011
Josh Skaller for City Council Campaign June 2009 - September 2009
Channel Capital Group June 2008 - March 2009
Skills
Outlook, HTML, Investment Advisers Act, Dodd-Frank, Securities Exchange Act..., Excel, Financial Tracking, ByAllAccounts, Compliance 11, MyComplianceOffice, Project Management, Surety, AML, Bank Secrecy Act, OFAC, CDD, Web CRD, FINRA Gateway, EDGAR
Education
Columbia University in the City of New York 2004 — 2008
BA, Political Science
Sumitomo Mitsui Trust Bank December 2013 - Present
Barclays July 2013 - December 2013
CounselWorks LLC March 2012 - April 2013
Columbia Technology February 2010 - August 2011
Josh Skaller for City Council Campaign June 2009 - September 2009
Channel Capital Group June 2008 - March 2009
Skills
Outlook, HTML, Investment Advisers Act, Dodd-Frank, Securities Exchange Act..., Excel, Financial Tracking, ByAllAccounts, Compliance 11, MyComplianceOffice, Project Management, Surety, AML, Bank Secrecy Act, OFAC, CDD, Web CRD, FINRA Gateway, EDGAR
Education
Columbia University in the City of New York 2004 — 2008
BA, Political Science
Nicholas Nunez's CounselWorks LLC Experience August 2007 - April 2013
Job Deputy Director of Compliance
Industry Investment Management
Experience
CommonWealth Opportunity Capital April 2013 - Present
CounselWorks LLC August 2007 - April 2013
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
BS Business Adminisitration, International Business
CommonWealth Opportunity Capital April 2013 - Present
CounselWorks LLC August 2007 - April 2013
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
BS Business Adminisitration, International Business
Sean R. Wilke's CounselWorks LLC Experience September 2015 - Present
Job Director at CounselWorks LLC
Industry Financial Services
Experience
CounselWorks LLC September 2015 - Present
Bramshill Investments, LLC July 2014 - September 2015
MarketCounsel October 2010 - July 2014
Hamburger Law Firm October 2010 - July 2014
Emerging Managers Group January 2010 - August 2010
Glancy Binkow & Goldberg, LLP December 2008 - June 2010
New Jersey Bureau of Securities, Office of the Attorney General July 2008 - December 2008
Bear Stearns June 2005 - June 2008
Skills
Securities Regulation, Securities, Investment Advisers Act, Investment Management, SEC, Hedge Funds, FINRA, Investment Advisory, Securities Litigation, Private Equity, Joint Ventures, Asset Management, Investments, Alternative Investments
Education
New York Law School
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick
B.A., Political Science
CounselWorks LLC September 2015 - Present
Bramshill Investments, LLC July 2014 - September 2015
MarketCounsel October 2010 - July 2014
Hamburger Law Firm October 2010 - July 2014
Emerging Managers Group January 2010 - August 2010
Glancy Binkow & Goldberg, LLP December 2008 - June 2010
New Jersey Bureau of Securities, Office of the Attorney General July 2008 - December 2008
Bear Stearns June 2005 - June 2008
Skills
Securities Regulation, Securities, Investment Advisers Act, Investment Management, SEC, Hedge Funds, FINRA, Investment Advisory, Securities Litigation, Private Equity, Joint Ventures, Asset Management, Investments, Alternative Investments
Education
New York Law School
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick
B.A., Political Science
Claire Owens's CounselWorks LLC Experience April 2014 - December 2014
Job Associate Consultant, SEC3
Industry Financial Services
Experience
SEC Compliance Consultants, Inc. (SEC3) January 2015 - Present
CounselWorks LLC April 2014 - December 2014
Town of Northeast November 2012 - April 2014
National Regulatory Services January 2011 - March 2014
Scott Murphy for Congress October 2010 - October 2010
West Wing Report May 2010 - October 2010
College of Mount Saint Vincent 2005 - 2010
WABC-TV Eyewitness News August 2009 - December 2009
College of Mount Saint Vincent October 2006 - August 2008
Skills
Editing, Social Media, Administrative..., Storytelling, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Broadcast, Customer Service, Research, Admissions, Outlook, PowerPoint, Higher Education, Resume Writing, Leadership, Community Outreach, Student Affairs, Creative Writing, Proofreading, Public Speaking, Microsoft Office, Budgets, Event Planning, Media Relations, Public Relations, Marketing, Interviews
Education
College of Mount Saint Vincent 2005 — 2010
Bachelor of Arts, Communication
SEC Compliance Consultants, Inc. (SEC3) January 2015 - Present
CounselWorks LLC April 2014 - December 2014
Town of Northeast November 2012 - April 2014
National Regulatory Services January 2011 - March 2014
Scott Murphy for Congress October 2010 - October 2010
West Wing Report May 2010 - October 2010
College of Mount Saint Vincent 2005 - 2010
WABC-TV Eyewitness News August 2009 - December 2009
College of Mount Saint Vincent October 2006 - August 2008
Skills
Editing, Social Media, Administrative..., Storytelling, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Broadcast, Customer Service, Research, Admissions, Outlook, PowerPoint, Higher Education, Resume Writing, Leadership, Community Outreach, Student Affairs, Creative Writing, Proofreading, Public Speaking, Microsoft Office, Budgets, Event Planning, Media Relations, Public Relations, Marketing, Interviews
Education
College of Mount Saint Vincent 2005 — 2010
Bachelor of Arts, Communication
Matthew Marblo's CounselWorks LLC Experience May 2011 - August 2011
Job Field Energy Consultant at SolarCity
Industry Entertainment
Experience
SolarCity June 2015 - Present
SolarCity October 2014 - May 2015
Jane Street Entertainment September 2013 - December 2013
NYPIRG May 2012 - August 2012
CounselWorks LLC May 2011 - August 2011
Education
State University of New York at Binghamton 2010 — 2013
Bachelor of Arts (B.A.), English Literature
Queens College 2009 — 2010
Bronx High School of Science 2005 — 2009
SolarCity June 2015 - Present
SolarCity October 2014 - May 2015
Jane Street Entertainment September 2013 - December 2013
NYPIRG May 2012 - August 2012
CounselWorks LLC May 2011 - August 2011
Education
State University of New York at Binghamton 2010 — 2013
Bachelor of Arts (B.A.), English Literature
Queens College 2009 — 2010
Bronx High School of Science 2005 — 2009
Alexander Randi's CounselWorks LLC Experience July 2013 - July 2014
Job JD/MBA Candidate at University of Pennsylvania
Industry Financial Services
Experience
The Wharton School July 2015 - Present
University of Pennsylvania Law School August 2014 - Present
Corsair Capital LLC July 2014 - August 2014
CounselWorks LLC July 2013 - July 2014
CounselWorks LLC February 2012 - June 2013
CounselWorks LLC August 2010 - January 2012
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
University of Pennsylvania Law School 2014 — 2017
Doctor of Law (JD)
Gettysburg College 2006 — 2010
Bachelor of Arts (BA)
University of Copenhagen
Ridgewood High School 2002 — 2006
The Wharton School July 2015 - Present
University of Pennsylvania Law School August 2014 - Present
Corsair Capital LLC July 2014 - August 2014
CounselWorks LLC July 2013 - July 2014
CounselWorks LLC February 2012 - June 2013
CounselWorks LLC August 2010 - January 2012
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
University of Pennsylvania Law School 2014 — 2017
Doctor of Law (JD)
Gettysburg College 2006 — 2010
Bachelor of Arts (BA)
University of Copenhagen
Ridgewood High School 2002 — 2006
Leigh-Ann Sjogren's CounselWorks LLC Experience December 2014 - August 2015
Job Artist
Industry Arts and Crafts
Experience
Self employed January 2007 - Present
CounselWorks LLC December 2014 - August 2015
MRS Baking Distribution October 2012 - November 2014
Keystone College October 2009 - June 2012
Keystone College October 2011 - May 2012
Skills
Adobe Creative Suite, Microsoft Office, Printmaking, Digital Illustration, Illustration, Cartooning, Creative Writing, Cartoons, InDesign, Drawing, Illustrator, Graphic Design, Digital Photography, Dreamweaver, Photoshop, Mac, Customer Service, Logo Design, Brochures, Graphics, Fine Art, Screen Printing, Layout, Digital Painting, Typography, Photography, Visual Communication, Posters, Flyers, Business Cards, Graphic Arts, Concept Design, Sketching, Blogging, Data Entry, Art
Education
Keystone College 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Pocono Mountain West High School 2004 — 2008
High School Diploma
Self employed January 2007 - Present
CounselWorks LLC December 2014 - August 2015
MRS Baking Distribution October 2012 - November 2014
Keystone College October 2009 - June 2012
Keystone College October 2011 - May 2012
Skills
Adobe Creative Suite, Microsoft Office, Printmaking, Digital Illustration, Illustration, Cartooning, Creative Writing, Cartoons, InDesign, Drawing, Illustrator, Graphic Design, Digital Photography, Dreamweaver, Photoshop, Mac, Customer Service, Logo Design, Brochures, Graphics, Fine Art, Screen Printing, Layout, Digital Painting, Typography, Photography, Visual Communication, Posters, Flyers, Business Cards, Graphic Arts, Concept Design, Sketching, Blogging, Data Entry, Art
Education
Keystone College 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Pocono Mountain West High School 2004 — 2008
High School Diploma
Derek Gould's CounselWorks LLC Experience January 2012 - August 2012
Job Compliance Officer at Folger Hill Asset Management
Industry Financial Services
Experience
Folger Hill Asset Management August 2015 - Present
Apollo Global Management LLC January 2015 - July 2015
Apollo Global Management LLC September 2012 - December 2014
Counselworks LLC January 2012 - August 2012
Lyxor Asset Management June 2010 - June 2011
Education
University of Michigan 2003 — 2007
Bachelor of Science (B.S.), Industrial and Operations Engineering
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
Folger Hill Asset Management August 2015 - Present
Apollo Global Management LLC January 2015 - July 2015
Apollo Global Management LLC September 2012 - December 2014
Counselworks LLC January 2012 - August 2012
Lyxor Asset Management June 2010 - June 2011
Education
University of Michigan 2003 — 2007
Bachelor of Science (B.S.), Industrial and Operations Engineering
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
Angelique Thompson's CounselWorks LLC Experience 2011 - Present
Job Director of Business Development at CounselWorks LLC
Industry Financial Services
Experience
CounselWorks LLC 2011 - Present
Kota Global Securities November 2010 - March 2011
First Midwest Securities, Inc June 2009 - June 2010
Hofstein Weiner Levit June 2008 - September 2008
CNN August 2005 - January 2006
CNBC June 2005 - August 2005
Council on Foreign Relations August 2004 - December 2004
Skills
Business Development, Due Diligence, Contract Negotiation, Client Development, Hedge Funds, Proposal Writing, Alternative Investments, Private Equity, Financial Regulation, Financial Services, Strategy
Education
Rutgers University School of Law - Camden 2007 — 2010
Doctor of Law (JD)
London School of Economics and Political Science 2005 — 2005
Columbia University in the City of New York 2002 — 2006
Barnard College - Bachelor of Arts, Economics, Magna Cum Laude
CounselWorks LLC 2011 - Present
Kota Global Securities November 2010 - March 2011
First Midwest Securities, Inc June 2009 - June 2010
Hofstein Weiner Levit June 2008 - September 2008
CNN August 2005 - January 2006
CNBC June 2005 - August 2005
Council on Foreign Relations August 2004 - December 2004
Skills
Business Development, Due Diligence, Contract Negotiation, Client Development, Hedge Funds, Proposal Writing, Alternative Investments, Private Equity, Financial Regulation, Financial Services, Strategy
Education
Rutgers University School of Law - Camden 2007 — 2010
Doctor of Law (JD)
London School of Economics and Political Science 2005 — 2005
Columbia University in the City of New York 2002 — 2006
Barnard College - Bachelor of Arts, Economics, Magna Cum Laude