Joel Isaacson & Co., LLC
Industry: Company
DescriptionFounded: 1993 Parent organization: Focus Financial PartnersFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportJoel Isaacson & Co.WebsiteDirections Saved (0) Saved Save 1 Google review Investment service in New York City, New York Address: 546 5th Ave Suite 20, New York, NY 10036 Hours: Closed ⋅ Opens 8:30AM Mon Friday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 302-6300: Website: : Category: : : : Place name: : Website: http://www.joelisaacson.com/ Category: Investment service 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. Questions & answers Ask a questionBe the first to ask a question
Joel Isaacson & Co., LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Joel Isaacson & Co., LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Joel Isaacson & Co., LLC Employees
Employee
Years
Job
Industry
Natasha Zhuravsky Natasha Zhuravsky's Joel Isaacson & Co., LLC Experience October 2005 - March 2010
Job Licensed Associate Real Estate Broker
Industry Real Estate
Experience
Citi Habitats March 2010 - Present
Joel Isaacson & Co., LLC October 2005 - March 2010
Skills
Investment Properties, Sellers, Real Estate Transactions, Sales, Residential Homes, Condos, Relocation, First Time Home Buyers, Buyer Representation, Negotiation, Real Estate
Education
Boston University 2001 — 2005
Bachelor's Degree, Finance and Entrepreneurship
Adelphi Academy 1997 — 2001
Highschool Diploma
Citi Habitats March 2010 - Present
Joel Isaacson & Co., LLC October 2005 - March 2010
Skills
Investment Properties, Sellers, Real Estate Transactions, Sales, Residential Homes, Condos, Relocation, First Time Home Buyers, Buyer Representation, Negotiation, Real Estate
Education
Boston University 2001 — 2005
Bachelor's Degree, Finance and Entrepreneurship
Adelphi Academy 1997 — 2001
Highschool Diploma
Ty Summerlin, CFP®'s Joel Isaacson & Co., LLC Experience 2004 - 2011
Job Senior Wealth Advisor at HoyleCohen, LLC; Founder @ Adaptive Performance Systems
Industry Financial Services
Experience
HoyleCohen, LLC March 2014 - Present
Joel Isaacson & Co., LLC 2004 - 2011
ING Advisors 2001 - 2003
UBS Painewebber 1999 - 2001
Skills
Strength Training, Holistic Health, CrossFit, Sports Coaching, Weightlifting, Weight Training, Wellness Coaching, Estate Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Capital Markets, Asset Management
Education
New York Institute of Technology
Bachelor of Science (BS), Finance, General
HoyleCohen, LLC March 2014 - Present
Joel Isaacson & Co., LLC 2004 - 2011
ING Advisors 2001 - 2003
UBS Painewebber 1999 - 2001
Skills
Strength Training, Holistic Health, CrossFit, Sports Coaching, Weightlifting, Weight Training, Wellness Coaching, Estate Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Capital Markets, Asset Management
Education
New York Institute of Technology
Bachelor of Science (BS), Finance, General
Kohl Kohlbrenner's Joel Isaacson & Co., LLC Experience October 2013 - August 2014
Job Jr. Developer at Manifest.
Industry Computer Software
Experience
Manifest. August 2015 - Present
Dale Carnegie Training October 2014 - December 2014
HFC Tech Academy September 2014 - October 2014
Joel Isaacson & Co., LLC October 2013 - August 2014
Direct Markets, Inc. June 2012 - August 2012
ESN North America July 2011 - August 2011
Roots Steakhouse May 2011 - August 2011
Trap Rock Brewery & Restaurant June 2010 - August 2011
Herbert L. Jamison & Co. May 2010 - August 2010
Skills
Economics, Microsoft Office, Time Management, Salesforce.com, Microeconomics, Macroeconomics, Pitch Books, Investor Relations..., Multi Tasking, Investment Sales, Eviews, Customer Service, High Pressure..., Administrative Functions, Sales, HTML, CSS, Ruby, JavaScript, jQuery, Ruby on Rails, Twitter Bootstrap, Self-confidence, Interpersonal Skills, Communication, Public Speaking, Problem Solving
Education
Harvard Extension School 2015 — 2015
Intro to Computer Science CS50
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Manifest. August 2015 - Present
Dale Carnegie Training October 2014 - December 2014
HFC Tech Academy September 2014 - October 2014
Joel Isaacson & Co., LLC October 2013 - August 2014
Direct Markets, Inc. June 2012 - August 2012
ESN North America July 2011 - August 2011
Roots Steakhouse May 2011 - August 2011
Trap Rock Brewery & Restaurant June 2010 - August 2011
Herbert L. Jamison & Co. May 2010 - August 2010
Skills
Economics, Microsoft Office, Time Management, Salesforce.com, Microeconomics, Macroeconomics, Pitch Books, Investor Relations..., Multi Tasking, Investment Sales, Eviews, Customer Service, High Pressure..., Administrative Functions, Sales, HTML, CSS, Ruby, JavaScript, jQuery, Ruby on Rails, Twitter Bootstrap, Self-confidence, Interpersonal Skills, Communication, Public Speaking, Problem Solving
Education
Harvard Extension School 2015 — 2015
Intro to Computer Science CS50
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Lauren Podnos's Joel Isaacson & Co., LLC Experience August 2013 - September 2014
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
LearnVest, Inc. September 2014 - July 2015
Joel Isaacson & Co., LLC August 2013 - September 2014
Sargent Investment Group, Wells Fargo Advisors July 2011 - July 2013
Northrop Grumman Corporation May 2010 - July 2010
Skills
Finance, Securities, Investments, Portfolio Management, Marketing, Asset Managment, Wealth Management, Strategic Financial...
Education
Florida State University - College of Business 2007 — 2011
Bachelors, Finance and Marketing
Georgetown University 2012 — 2013
CFP Certificate Program
Fidelity Investments July 2015 - Present
LearnVest, Inc. September 2014 - July 2015
Joel Isaacson & Co., LLC August 2013 - September 2014
Sargent Investment Group, Wells Fargo Advisors July 2011 - July 2013
Northrop Grumman Corporation May 2010 - July 2010
Skills
Finance, Securities, Investments, Portfolio Management, Marketing, Asset Managment, Wealth Management, Strategic Financial...
Education
Florida State University - College of Business 2007 — 2011
Bachelors, Finance and Marketing
Georgetown University 2012 — 2013
CFP Certificate Program
Tom Fingleton's Joel Isaacson & Co., LLC Experience 2011 - December 2012
Job CAO and Head of Strategy Implementation at CIT
Industry Financial Services
Experience
CIT December 2012 - Present
Joel Isaacson & Co., LLC 2011 - December 2012
CIT Group 2006 - 2010
Morgan Stanley 1999 - 2006
Morgan Stanley 1997 - 1999
Morgan Stanley 1994 - 1997
Morgan Stanley 1990 - 1994
Honeywell 1988 - 1989
Skills
Project Management, Operational Risk..., Efficiency Management, Product Management &..., Strategic & Operational..., Financial Planning, Process and Business..., Strategy, Strategic Planning, Strategic Financial..., Business Strategy, Risk Management, Business Planning, Leadership, Finance, Management, Forecasting, Operations Management, Financial Services
Education
Fordham University - MBA 1993 — 1996
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Finance
CIT December 2012 - Present
Joel Isaacson & Co., LLC 2011 - December 2012
CIT Group 2006 - 2010
Morgan Stanley 1999 - 2006
Morgan Stanley 1997 - 1999
Morgan Stanley 1994 - 1997
Morgan Stanley 1990 - 1994
Honeywell 1988 - 1989
Skills
Project Management, Operational Risk..., Efficiency Management, Product Management &..., Strategic & Operational..., Financial Planning, Process and Business..., Strategy, Strategic Planning, Strategic Financial..., Business Strategy, Risk Management, Business Planning, Leadership, Finance, Management, Forecasting, Operations Management, Financial Services
Education
Fordham University - MBA 1993 — 1996
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Finance
Marta Wojtowicz Marta Wojtowicz's Joel Isaacson & Co., LLC Experience September 2011 - Present
Job Advisor Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC September 2011 - Present
Joel Isaacson & Co., LLC May 2008 - October 2011
Skills
Wealth Management, Tax, Retirement, Asset Allocation, Financial Planning, Investments, Estate Planning, Excel, Word, Access, Microsoft Office, High Net Worth..., Financial Modeling, Microsoft Excel, Strategic Financial...
Education
Seton Hall University 2008 — 2011
Bachelor of Science in Business Administration, Finance
Emmanuel College 2007 — 2008
Management and Economics
Joel Isaacson & Co., LLC September 2011 - Present
Joel Isaacson & Co., LLC May 2008 - October 2011
Skills
Wealth Management, Tax, Retirement, Asset Allocation, Financial Planning, Investments, Estate Planning, Excel, Word, Access, Microsoft Office, High Net Worth..., Financial Modeling, Microsoft Excel, Strategic Financial...
Education
Seton Hall University 2008 — 2011
Bachelor of Science in Business Administration, Finance
Emmanuel College 2007 — 2008
Management and Economics
Stacey Berson Stacey Berson's Joel Isaacson & Co., LLC Experience March 2014 - Present
Job Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC March 2014 - Present
UBS Private Wealth Management April 2013 - September 2013
Evermore Global Advisors June 2011 - August 2011
Berson and Corrado Investment Advisory Services June 2010 - August 2010
CBS Corporation June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, 3.7 GPA
Universitat Autònoma de Barcelona 2010 — 2011
International Finance, International Economics, and Spanish Language
Joel Isaacson & Co., LLC March 2014 - Present
UBS Private Wealth Management April 2013 - September 2013
Evermore Global Advisors June 2011 - August 2011
Berson and Corrado Investment Advisory Services June 2010 - August 2010
CBS Corporation June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, 3.7 GPA
Universitat Autònoma de Barcelona 2010 — 2011
International Finance, International Economics, and Spanish Language
Brian Cummins, CFP® Brian Cummins, CFP®'s Joel Isaacson & Co., LLC Experience September 2014 - Present
Job Director at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC September 2014 - Present
Financial Planning Association of New York January 2013 - Present
Joel Isaacson & Co., LLC 2007 - August 2014
Skills
Wealth Management, High Net Worth..., Asset Allocation, Retirement, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Mutual Funds
Education
City University of New York-Queens College
BBA, Corporate Finance
College for Financial Planning
Financial Planning
Joel Isaacson & Co., LLC September 2014 - Present
Financial Planning Association of New York January 2013 - Present
Joel Isaacson & Co., LLC 2007 - August 2014
Skills
Wealth Management, High Net Worth..., Asset Allocation, Retirement, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Mutual Funds
Education
City University of New York-Queens College
BBA, Corporate Finance
College for Financial Planning
Financial Planning
Jacqueline Farmer's Joel Isaacson & Co., LLC Experience October 2014 - Present
Job Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC October 2014 - Present
HS&C Wealth Management, a private wealth advisory practice of Ameriprise Financial July 2014 - October 2014
HS&C Wealth Management, a private wealth advisory practice of Ameriprise Financial May 2011 - August 2011
Skills
ThomsonOne, Microsoft Excel, Morningstar, Excel, Customer Relations, Outlook, PowerPoint, Microsoft Office, Writing, Social Media, Customer Service, Public Speaking, Management
Education
Michigan State University - The Eli Broad College of Business 2010 — 2014
Bachelor's degree, Finance
Grand Rapids Community College 2009 — 2010
College For Financial Planning
Joel Isaacson & Co., LLC October 2014 - Present
HS&C Wealth Management, a private wealth advisory practice of Ameriprise Financial July 2014 - October 2014
HS&C Wealth Management, a private wealth advisory practice of Ameriprise Financial May 2011 - August 2011
Skills
ThomsonOne, Microsoft Excel, Morningstar, Excel, Customer Relations, Outlook, PowerPoint, Microsoft Office, Writing, Social Media, Customer Service, Public Speaking, Management
Education
Michigan State University - The Eli Broad College of Business 2010 — 2014
Bachelor's degree, Finance
Grand Rapids Community College 2009 — 2010
College For Financial Planning
Elizabeth Keller Elizabeth Keller's Joel Isaacson & Co., LLC Experience 1999 - 2000
Job ___
Industry Philanthropy
Experience
Wisdom Foundation June 2009 - June 2013
Joel Isaacson & Co., LLC 1999 - 2000
Fried Frank 1995 - 1999
Willkie Farr & Gallagher LLP 1993 - 1995
C.T. Browning & Assoc 1990 - 1991
Tom A. Finch Community YMCA 1987 - 1989
Skills
Youth Programs, Out-Of-School Time..., Summer Camp Development, Youth Mentoring, Youth Empowerment, Youth Development, Event Management, Team Building, Volunteer Management, Grant Writing, Marketing Communications, Project Management
Education
Fordham University 1983 — 1986
English, English/History
Trinity Hall, Cambridge University
Bloomsbury
Wisdom Foundation June 2009 - June 2013
Joel Isaacson & Co., LLC 1999 - 2000
Fried Frank 1995 - 1999
Willkie Farr & Gallagher LLP 1993 - 1995
C.T. Browning & Assoc 1990 - 1991
Tom A. Finch Community YMCA 1987 - 1989
Skills
Youth Programs, Out-Of-School Time..., Summer Camp Development, Youth Mentoring, Youth Empowerment, Youth Development, Event Management, Team Building, Volunteer Management, Grant Writing, Marketing Communications, Project Management
Education
Fordham University 1983 — 1986
English, English/History
Trinity Hall, Cambridge University
Bloomsbury
Hannah Ursillo, CFP® Hannah Ursillo, CFP®'s Joel Isaacson & Co., LLC Experience July 2009 - Present
Job Advisor Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC July 2009 - Present
Joel Isaacson & Co., LLC December 2008 - January 2009
Cardinal McCloskey Services June 2007 - August 2008
Skills
Asset Allocation, Financial Analysis, Wealth Management, Strategic Financial..., Financial Modeling, Investments
Education
Lehigh University 2005 — 2009
BS, Finance
Scarsdale High School 2001 — 2005
Joel Isaacson & Co., LLC July 2009 - Present
Joel Isaacson & Co., LLC December 2008 - January 2009
Cardinal McCloskey Services June 2007 - August 2008
Skills
Asset Allocation, Financial Analysis, Wealth Management, Strategic Financial..., Financial Modeling, Investments
Education
Lehigh University 2005 — 2009
BS, Finance
Scarsdale High School 2001 — 2005
Thomas F. Van Buskirk Thomas F. Van Buskirk's Joel Isaacson & Co., LLC Experience August 2009 - May 2011
Job Experienced and Visionary Senior Executive
Industry Law Practice
Experience
Miller & Milone, P.C. July 2011 - May 2013
Joel Isaacson & Co., LLC August 2009 - May 2011
Dewey & LeBoeuf 2007 - 2008
Dewey Ballantine 1988 - 2007
Skills
Arbitration, Corporate Law, Document Management, Legal Research, Corporate Governance, Estate Planning, Mergers & Acquisitions, Customer Service, Structured Finance, Securities Regulation, Investments, Legal Writing, Intellectual Property
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Business Administration
City University of New York-John Jay College of Criminal Justice 1970 — 1974
BS, Criminal Justice
Miller & Milone, P.C. July 2011 - May 2013
Joel Isaacson & Co., LLC August 2009 - May 2011
Dewey & LeBoeuf 2007 - 2008
Dewey Ballantine 1988 - 2007
Skills
Arbitration, Corporate Law, Document Management, Legal Research, Corporate Governance, Estate Planning, Mergers & Acquisitions, Customer Service, Structured Finance, Securities Regulation, Investments, Legal Writing, Intellectual Property
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Business Administration
City University of New York-John Jay College of Criminal Justice 1970 — 1974
BS, Criminal Justice
Robert E. Paul, CFP®'s Joel Isaacson & Co., LLC Experience January 2012 - Present
Job Partner at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC January 2012 - Present
Joel Isaacson & Co., LLC July 2006 - December 2011
Joel Isaacson & Co., LLC January 2003 - June 2006
Joel Isaacson & Co., LLC January 2000 - December 2002
Dreyfus March 1998 - December 1999
Skills
Wealth Management, Financial Planning, High Net Worth..., Asset Allocation, Investments, Retirement Planning, Cash Flow, Tax Planning, Insurance, Estate Planning
Education
College for Financial Planning 1999 — 2002
Financial Planning
Dreyfus Corporate Training Program 1998 — 1998
University at Albany, SUNY 1991 — 1995
BA, American History, Business Administration
Joel Isaacson & Co., LLC January 2012 - Present
Joel Isaacson & Co., LLC July 2006 - December 2011
Joel Isaacson & Co., LLC January 2003 - June 2006
Joel Isaacson & Co., LLC January 2000 - December 2002
Dreyfus March 1998 - December 1999
Skills
Wealth Management, Financial Planning, High Net Worth..., Asset Allocation, Investments, Retirement Planning, Cash Flow, Tax Planning, Insurance, Estate Planning
Education
College for Financial Planning 1999 — 2002
Financial Planning
Dreyfus Corporate Training Program 1998 — 1998
University at Albany, SUNY 1991 — 1995
BA, American History, Business Administration
Gina Peterson's Joel Isaacson & Co., LLC Experience May 2012 - December 2013
Job Accountant
Industry Financial Services
Experience
Data Driven Delivery Systems, LLC October 2014 - Present
Jazzy G Dance Company November 2010 - Present
Joel Isaacson & Co., LLC May 2012 - December 2013
Community Environmental Center 2010 - 2011
Response September 2010 - October 2010
Air France June 2009 - June 2010
Michael Aram, Inc September 2007 - June 2009
Greenber, Trager, & Herbst, LLP February 2007 - September 2007
Skills
Microsoft Office, Spanish, Intermediate Italian, Service Excellence, Customer Service, Business Process..., Invoice Processing, Contract Negotiation, Vendor Relations, Office Administration, Front Office, Mailings, Phone Skills, Typing, Situational Leadership, General Office Duties, Purchasing, Inventory Management, Budgets, Financial Analysis, Accounts Receivable, Event Planning, Accounts Payable, Data Entry, Outlook, QuickBooks, Budget Monitoring, Office Management, PowerPoint
Education
City University of New York City College 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Penn State University 2003 — 2006
International Politics
Data Driven Delivery Systems, LLC October 2014 - Present
Jazzy G Dance Company November 2010 - Present
Joel Isaacson & Co., LLC May 2012 - December 2013
Community Environmental Center 2010 - 2011
Response September 2010 - October 2010
Air France June 2009 - June 2010
Michael Aram, Inc September 2007 - June 2009
Greenber, Trager, & Herbst, LLP February 2007 - September 2007
Skills
Microsoft Office, Spanish, Intermediate Italian, Service Excellence, Customer Service, Business Process..., Invoice Processing, Contract Negotiation, Vendor Relations, Office Administration, Front Office, Mailings, Phone Skills, Typing, Situational Leadership, General Office Duties, Purchasing, Inventory Management, Budgets, Financial Analysis, Accounts Receivable, Event Planning, Accounts Payable, Data Entry, Outlook, QuickBooks, Budget Monitoring, Office Management, PowerPoint
Education
City University of New York City College 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Penn State University 2003 — 2006
International Politics
Gabriel N. Rhodes Gabriel N. Rhodes's Joel Isaacson & Co., LLC Experience November 2012 - Present
Job Junior Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC November 2012 - Present
Smart Apartments LLC July 2011 - November 2011
LaGuardia Community College, CUNY June 2005 - August 2005
Lenox Hill Hospital January 2002 - August 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, News Writing, Technical Writing, Report Writing, Research, Qualitative Research, Online Research, Quantitative Research, Public Policy, Social Media, Social Networking, Social Skills, Economics, Economic Development, Financial Economics, International Economics, Politics, American Politics, Domestic Politics, Comparative Politics, Global Politics, State Politics, International Relations, International Trade, International..., Thinking Outside The Box, Visionary Thinking, Free Thinking, Analytic Thinking, Big-picture Thinking, Strategic Thinking, Critical Thinking, Books, Grant Writing, Program Development, Community Outreach, Management, Newsletters, Public Speaking
Education
Queens College 2007 — 2010
B.A, Political Science and Economics
LaGuardia Community College 2002 — 2006
A.S, Business Administration
Contemporary Guidance Services 2001 — 2002
Certificate, Customer Service and Administrative Support
Joel Isaacson & Co., LLC November 2012 - Present
Smart Apartments LLC July 2011 - November 2011
LaGuardia Community College, CUNY June 2005 - August 2005
Lenox Hill Hospital January 2002 - August 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, News Writing, Technical Writing, Report Writing, Research, Qualitative Research, Online Research, Quantitative Research, Public Policy, Social Media, Social Networking, Social Skills, Economics, Economic Development, Financial Economics, International Economics, Politics, American Politics, Domestic Politics, Comparative Politics, Global Politics, State Politics, International Relations, International Trade, International..., Thinking Outside The Box, Visionary Thinking, Free Thinking, Analytic Thinking, Big-picture Thinking, Strategic Thinking, Critical Thinking, Books, Grant Writing, Program Development, Community Outreach, Management, Newsletters, Public Speaking
Education
Queens College 2007 — 2010
B.A, Political Science and Economics
LaGuardia Community College 2002 — 2006
A.S, Business Administration
Contemporary Guidance Services 2001 — 2002
Certificate, Customer Service and Administrative Support
Thomas Kwon Thomas Kwon's Joel Isaacson & Co., LLC Experience June 2013 - Present
Job Business Operations Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC June 2013 - Present
Joel Isaacson & Co., LLC October 2012 - June 2013
Jimlar Corporation February 2012 - September 2012
First Investors May 2011 - December 2011
First Investors January 2011 - April 2011
Skills
Microsoft Excel, SQL, Outlook, Time Management, Analysis, QuickBooks, BlueCherry, Microsoft Word, SAP, Finance, Accounts Receivable
Education
Stony Brook University 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.33
St. John's University 2007 — 2008
3.58
Joel Isaacson & Co., LLC June 2013 - Present
Joel Isaacson & Co., LLC October 2012 - June 2013
Jimlar Corporation February 2012 - September 2012
First Investors May 2011 - December 2011
First Investors January 2011 - April 2011
Skills
Microsoft Excel, SQL, Outlook, Time Management, Analysis, QuickBooks, BlueCherry, Microsoft Word, SAP, Finance, Accounts Receivable
Education
Stony Brook University 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.33
St. John's University 2007 — 2008
3.58
Matthew R. Rapoport, CFP® Matthew R. Rapoport, CFP®'s Joel Isaacson & Co., LLC Experience 2011 - 2014
Job Wealth Advisor at Blue Water Advisors
Industry Financial Services
Experience
Blue Water Advisors 2014 - Present
Joel Isaacson & Co., LLC 2011 - 2014
BNY Mellon 2006 - 2011
The Ayco Company, L.P. 2003 - 2006
Skills
Estate Planning, Investments, High Net Worth..., Retirement, Wealth Management, Wealth Management..., Wealth, Retirement Planning, Equities, Investment Management, Alternative Investments, Investment Strategies, Options, Insurance, Income Tax, Deferred Compensation, 401k, Financial Planning, Asset Allocation, Tax, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MS, Taxation
Union Graduate College 2002 — 2003
MBA, Finance
Union College 1998 — 2002
BS, Mathematics
Blue Water Advisors 2014 - Present
Joel Isaacson & Co., LLC 2011 - 2014
BNY Mellon 2006 - 2011
The Ayco Company, L.P. 2003 - 2006
Skills
Estate Planning, Investments, High Net Worth..., Retirement, Wealth Management, Wealth Management..., Wealth, Retirement Planning, Equities, Investment Management, Alternative Investments, Investment Strategies, Options, Insurance, Income Tax, Deferred Compensation, 401k, Financial Planning, Asset Allocation, Tax, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MS, Taxation
Union Graduate College 2002 — 2003
MBA, Finance
Union College 1998 — 2002
BS, Mathematics
Austin Soldano Austin Soldano's Joel Isaacson & Co., LLC Experience May 2012 - July 2012
Job J.D. Candidate at West Virginia University College of Law
Industry Marketing and Advertising
Experience
Lambda Chi Alpha, Delta Pi Chapter November 2011 - November 2012
Joel Isaacson & Co., LLC May 2012 - July 2012
Lambda Chi Alpha, Delta Pi Chapter November 2010 - November 2011
Education
West Virginia University College of Law 2013 — 2016
Doctor of Law (J.D.)
Elon University 2009 — 2013
Bachelor of Arts (B.A.), Strategic Communications
Lambda Chi Alpha, Delta Pi Chapter November 2011 - November 2012
Joel Isaacson & Co., LLC May 2012 - July 2012
Lambda Chi Alpha, Delta Pi Chapter November 2010 - November 2011
Education
West Virginia University College of Law 2013 — 2016
Doctor of Law (J.D.)
Elon University 2009 — 2013
Bachelor of Arts (B.A.), Strategic Communications
Faisal Mahmud's Joel Isaacson & Co., LLC Experience March 2010 - June 2011
Job Salesforce Admin at Hearst Magazines
Industry Media Production
Experience
Hearst Magazines September 2012 - Present
SSTL Inc. February 2012 - September 2012
Joel Isaacson & Co., LLC March 2010 - June 2011
Marine Manning Services Ltd. January 2009 - March 2010
Skills
Microsoft Office 2007, Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Business Process..., Operations Management, Adobe Acrobat, Customer Service, Salesforce.com, Process Improvement, Customer Relations, Strategic Financial..., Microsoft Excel, Management, Microsoft Office, Forecasting, CRM, Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance & Investments
Bronx High School of Science 2003 — 2007
Advanced Regents Diploma
Hearst Magazines September 2012 - Present
SSTL Inc. February 2012 - September 2012
Joel Isaacson & Co., LLC March 2010 - June 2011
Marine Manning Services Ltd. January 2009 - March 2010
Skills
Microsoft Office 2007, Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Business Process..., Operations Management, Adobe Acrobat, Customer Service, Salesforce.com, Process Improvement, Customer Relations, Strategic Financial..., Microsoft Excel, Management, Microsoft Office, Forecasting, CRM, Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance & Investments
Bronx High School of Science 2003 — 2007
Advanced Regents Diploma
Jennifer Prosperino Jennifer Prosperino's Joel Isaacson & Co., LLC Experience 1997 - 2011
Job CPA Firm Principal—Personal Wealth Consulting Group
Industry Accounting
Experience
Berdon LLP August 2011 - Present
Joel Isaacson & Co., LLC 1997 - 2011
Klarberg & Raiola 1995 - 1997
Skills
Personal Wealth..., Personal Business..., Cash Flow and Debt..., Investment Planning, Trust and Estate..., Personal Tax Planning, Insurance Strategies, Benefits Consulting, Investments, Estate Planning, Tax, Insurance, Employee Benefits, Estate Tax Planning
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
Bachelor of Business Administration, Public Accounting
Berdon LLP August 2011 - Present
Joel Isaacson & Co., LLC 1997 - 2011
Klarberg & Raiola 1995 - 1997
Skills
Personal Wealth..., Personal Business..., Cash Flow and Debt..., Investment Planning, Trust and Estate..., Personal Tax Planning, Insurance Strategies, Benefits Consulting, Investments, Estate Planning, Tax, Insurance, Employee Benefits, Estate Tax Planning
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1992
Bachelor of Business Administration, Public Accounting
Shelly (Chavi) Schwarzbaum's Joel Isaacson & Co., LLC Experience January 2009 - Present
Job Staff Accountant at Joel Isaacson & Co
Industry Accounting
Experience
Joel Isaacson & Co., LLC January 2009 - Present
J.H. Cohn LLP January 2008 - April 2008
Education
Touro College 2004 — 2009
Shaalvim for Women
YUHSG
Joel Isaacson & Co., LLC January 2009 - Present
J.H. Cohn LLP January 2008 - April 2008
Education
Touro College 2004 — 2009
Shaalvim for Women
YUHSG
Eugene Kaushanskiy's Joel Isaacson & Co., LLC Experience 1997 - 1999
Job Senior Vice President at Lazard
Industry Financial Services
Experience
Lazard November 2005 - Present
American Express November 1999 - November 2005
Joel Isaacson & Co., LLC 1997 - 1999
Skills
Financial Services, Forecasting, Financial Modeling, Financial Analysis, Management, Corporate Finance, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Accounting
Lazard November 2005 - Present
American Express November 1999 - November 2005
Joel Isaacson & Co., LLC 1997 - 1999
Skills
Financial Services, Forecasting, Financial Modeling, Financial Analysis, Management, Corporate Finance, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Accounting
Ilan Folman-Cohen, CFP®'s Joel Isaacson & Co., LLC Experience October 2014 - Present
Job Associate Advisor at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC October 2014 - Present
Financial Asset Management Corp. March 2013 - August 2014
The Financial Clinic July 2009 - March 2013
ILAN FOLMAN-COHEN February 2009 - March 2013
SCHER FINANCIAL GROUP/METLIFE October 2009 - January 2010
Creative Financial Staffing (CFS) February 2005 - October 2005
Skills
VITA Certified Tax..., Debt Settlement, Investments, Coaching, Personal Coaching, Asset Building
Education
Northeastern University
BSBA, Management and Marketing
College for Financial Planning
Financial Planning
New York University
Joel Isaacson & Co., LLC October 2014 - Present
Financial Asset Management Corp. March 2013 - August 2014
The Financial Clinic July 2009 - March 2013
ILAN FOLMAN-COHEN February 2009 - March 2013
SCHER FINANCIAL GROUP/METLIFE October 2009 - January 2010
Creative Financial Staffing (CFS) February 2005 - October 2005
Skills
VITA Certified Tax..., Debt Settlement, Investments, Coaching, Personal Coaching, Asset Building
Education
Northeastern University
BSBA, Management and Marketing
College for Financial Planning
Financial Planning
New York University
Tom Van Buskirk's Joel Isaacson & Co., LLC Experience August 2009 - May 2011
Job Operations and Legal Services Professional
Industry Legal Services
Experience
Community Mainstreaming Associates, Inc. November 2014 - Present
Miller and Milone, P.C. July 2011 - May 2013
Joel Isaacson & Co., LLC August 2009 - May 2011
Dewey & LeBoeuf LLP 2005 - 2008
Skills
Legal Research, Commercial Litigation, Legal Writing, Securities Regulation, Westlaw, Mergers, Office Management, International Law, Corporate Law, Intellectual Property, Licensing, Arbitration, Civil Litigation, Joint Ventures, Strategic Planning, Cross-border..., Private Equity, Litigation, Corporate Governance, Disaster Recovery, Due Diligence, Securities, Legal Assistance, Mergers & Acquisitions, Litigation Support, Management, Restructuring, Employment Law
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
City University of New York-John Jay College of Criminal Justice 1970 — 1974
Bachelor's degree, Criminal Justice
Community Mainstreaming Associates, Inc. November 2014 - Present
Miller and Milone, P.C. July 2011 - May 2013
Joel Isaacson & Co., LLC August 2009 - May 2011
Dewey & LeBoeuf LLP 2005 - 2008
Skills
Legal Research, Commercial Litigation, Legal Writing, Securities Regulation, Westlaw, Mergers, Office Management, International Law, Corporate Law, Intellectual Property, Licensing, Arbitration, Civil Litigation, Joint Ventures, Strategic Planning, Cross-border..., Private Equity, Litigation, Corporate Governance, Disaster Recovery, Due Diligence, Securities, Legal Assistance, Mergers & Acquisitions, Litigation Support, Management, Restructuring, Employment Law
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
City University of New York-John Jay College of Criminal Justice 1970 — 1974
Bachelor's degree, Criminal Justice
Joshua Peltz's Joel Isaacson & Co., LLC Experience April 2010 - Present
Job Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC April 2010 - Present
Morgan Stanley September 2008 - April 2010
Lehman Brothers April 2006 - September 2008
Education
University at Albany, SUNY 2000 — 2004
Bachelor of Arts, Economics
Joel Isaacson & Co., LLC April 2010 - Present
Morgan Stanley September 2008 - April 2010
Lehman Brothers April 2006 - September 2008
Education
University at Albany, SUNY 2000 — 2004
Bachelor of Arts, Economics
Elizabeth Angebrandt's Joel Isaacson & Co., LLC Experience October 2010 - Present
Job Controller at Joel Isaacson & Co., LLC
Industry Accounting
Experience
Joel Isaacson & Co., LLC October 2010 - Present
Eisner LLP August 2010 - October 2010
National Mortgage Bank January 2001 - January 2010
BDO Seidman 1984 - 1986
Skills
Great Plains, Internal Audit, Financial Reporting, Financial Analysis, Great Plains Software, GAAP, Tax
Education
Hofstra University 1981 — 1984
BBA, Public Accounting
Joel Isaacson & Co., LLC October 2010 - Present
Eisner LLP August 2010 - October 2010
National Mortgage Bank January 2001 - January 2010
BDO Seidman 1984 - 1986
Skills
Great Plains, Internal Audit, Financial Reporting, Financial Analysis, Great Plains Software, GAAP, Tax
Education
Hofstra University 1981 — 1984
BBA, Public Accounting
Zachary McGill, CFP®'s Joel Isaacson & Co., LLC Experience September 2014 - Present
Job Director at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC September 2014 - Present
Joel Isaacson & Co., LLC September 2007 - September 2014
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Systems
Joel Isaacson & Co., LLC September 2014 - Present
Joel Isaacson & Co., LLC September 2007 - September 2014
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Systems
Stephanie Hensen's Joel Isaacson & Co., LLC Experience October 2009 - Present
Job Advisor Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC October 2009 - Present
Skills
Strategic Financial..., Estate Planning, Family Office, Asset Allocation, Wealth Management, Investments, Retirement, Mutual Funds, Financial Analysis, High Net Worth..., Tax, Microsoft Excel, Capital Markets, Investment Strategies, SPSS, Retirement Planning, Competitive Analysis, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science (BS), Political Science, Economics
Joel Isaacson & Co., LLC October 2009 - Present
Skills
Strategic Financial..., Estate Planning, Family Office, Asset Allocation, Wealth Management, Investments, Retirement, Mutual Funds, Financial Analysis, High Net Worth..., Tax, Microsoft Excel, Capital Markets, Investment Strategies, SPSS, Retirement Planning, Competitive Analysis, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science (BS), Political Science, Economics
Matthew Spiesman's Joel Isaacson & Co., LLC Experience May 2009 - August 2009
Job Manager at KPMG
Industry Management Consulting
Experience
KPMG October 2010 - Present
Joel Isaacson & Co., LLC May 2009 - August 2009
Guggenheim Partners May 2008 - August 2008
Skills
Volcker Rule, Dodd-Frank, SEF, Management Consulting, PMO, Program Management, Financial Regulation, Business Process..., Organizational Design, Business Analysis, Business Process Design, Business Process, Financial Reporting, Risk Management
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
KPMG October 2010 - Present
Joel Isaacson & Co., LLC May 2009 - August 2009
Guggenheim Partners May 2008 - August 2008
Skills
Volcker Rule, Dodd-Frank, SEF, Management Consulting, PMO, Program Management, Financial Regulation, Business Process..., Organizational Design, Business Analysis, Business Process Design, Business Process, Financial Reporting, Risk Management
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY