The Financial Clinic
Address: 254 36th St Suite B321, Unit 16, Brooklyn, NY 11232 Hours: Open ⋅ Closes 5PM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 810-4050: : : Website: : Category: : Place name: : Website: http://thefinancialclinic.org/ Category: Non-Profit Organization 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 question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Financial Clinic Posting publicly on the Web Write a review Reviews"Great place to work." "Their staff was very helpful with every question or concern I've had." View all Google reviews Latest PostsPosts from The Financial Clinic View previous posts on Google
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The Financial Clinic Employees
Harvard Business School June 2015 - Present
YouTube December 2011 - Present
Touro College August 2014 - May 2015
Hunter College January 2012 - August 2014
John Jay College November 2012 - December 2013
IZEA July 2005 - June 2012
The Financial Clinic January 2012 - April 2012
The Financial Clinic February 2011 - April 2011
US Secret Service at DHS September 2010 - December 2010
Juna Web September 2008 - June 2010
Skills
Microsoft Office, OS X, PowerPoint, Microsoft Excel, HTML, Computer Hardware, C++, MySQL, SEO, HTML + CSS, PHP, phpMyAdmin, Windows 7, Linux, Dreamweaver, IRC, Google Docs, Google Analytics, Sony Vegas, Photoshop, Web Design, Tax Preparation, Outlook, Mac OS, Adobe Creative Suite, Active Directory, Windows Server, Remote Troubleshooting, Technical Writing, Microsoft Exchange, SharePoint..., Bomgar, JavaScript, FTP, Google Apps, Google Adwords, Blackboard, Web Development, Astronomy, cPanel, DNS management, Numara Footprints, PeopleSoft, Vendor Relationship..., Box.net, Server Management, Office 365, Powershell, jQuery, Bootstrap
Education
John Jay College of Criminal Justice 2011 — 2013
Masters of Arts, Criminal Justice
Saint John's University 2007 — 2011
Bachelor of Science - Magna Cum Laude, Criminal Justice, Magna Cum Laude
The Financial Clinic August 2013 - June 2014
PwC July 2011 - August 2011
Skills
Chinese, Microsoft Excel, PowerPoint, Access, Teamwork, Data Analysis, Microsoft Office, Statistics
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master's Degree, Business Analytics
University of Wisconsin-Madison 2011 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Science
University of North Texas 2009 — 2010
Finance, General
Southwest Brooklyn Industrial Development Corporation August 2015 - Present
Southwest Brooklyn Industrial Development Corporation August 2013 - August 2015
Research Foundation of The City University of New York January 2014 - July 2014
The Financial Clinic July 2012 - July 2013
Partnerships for Parks June 2011 - September 2012
HELP USA May 2011 - August 2011
Wadleigh Scholars Program August 2010 - January 2011
Skills
Grant Writing, Community Outreach, Non-profits, Fundraising, Public Speaking, Research, Event Planning, Editing, Blogging, Public Relations, Event Management, Social Media, Microsoft Office, Program Development, Photoshop, Microsoft Excel, Strategic Planning, Teaching, PowerPoint, Grants, Nonprofits
Education
City University of New York-Hunter College 2013 — 2016
Master's degree, Urban Planning
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Bachelor of Arts (B.A.), Planning & Public Policy
Rudolf Steiner School 2004 — 2008
Howard University
The Overflow Corp July 2011 - Present
ED Films and Production December 2011 - Present
The Financial Clinic January 2014 - Present
KinderCare January 2006 - January 2008
Skills
Dance, Acting, Singing, Film, Entertainment, Music, Stage, Call Centers, Social Media, Event Planning, Event Management, Social Networking, Casting, Creative Writing, Customer Service, Microsoft Office, Public Speaking, Theatre
Education
Full Sail University 2009 — 2011
Masters, Entertainment Business
Ventura, Ribeiro & Smith April 2012 - Present
Costello, Cooney & Fearon, PLLC January 2010 - June 2011
New York City Law Department September 2007 - June 2009
The Financial Clinic January 2006 - June 2008
Camp Ramah in the Berkshires May 2007 - September 2007
The Refugee Clinic at the University of Cape Town February 2007 - April 2007
The Association of Rape Crisis Centers of Israel September 2006 - February 2007
Schneier Center for International Affairs, Yeshiva Univ. Dept. of Political Science June 2006 - December 2006
New York City Law Department January 2006 - May 2006
Natural Resources Defense Council May 2005 - August 2005
Skills
Personal Injury..., Product Liability, Child Sexual Abuse, Real Estate Tax Appeals, Litigation, Mediation, Appeals, Legal Writing, Arbitration, Civil Litigation, Personal Injury, Torts, Research, Motions, Lexis, Courts, Legal Research, Hebrew, Trusts, Trial Practice, Commercial Litigation, Trials
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Doctor of Law (J.D.)
Brandeis University 1999 — 2003
Bachelor of Arts (B.A.), Latin American Studies
Taravella High School 1995 — 1999
High School, N/A
Neighborhood Trust Financial Partners July 2015 - Present
Neighborhood Trust Financial Partners September 2014 - July 2015
Neighborhood Trust Financial Partners July 2012 - September 2014
The Financial Clinic August 2011 - July 2012
Florida Immigrant Advocacy Center September 2010 - July 2011
Skills
Nonprofits, Non-profits, Community Outreach, Fundraising, Research, Public Speaking, Financial Analysis
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Double Major in Geography & Latin American Latino and Caribbean Studies, Magna Cum Laude
Cabrini Green Legal Aid June 2015 - Present
Orleans Public Defenders August 2014 - August 2014
ChaseFuture May 2012 - August 2014
Jenner & Block May 2014 - July 2014
Mental Disability Advocacy Center June 2013 - August 2013
Kitsap County January 2012 - September 2012
The Financial Clinic August 2011 - December 2011
Claremont McKenna College January 2011 - May 2011
Claremont McKenna College January 2011 - May 2011
Claremont McKenna College September 2009 - December 2009
Skills
Research, Microsoft Excel, Editing, Teaching, Matlab, Stata, Data Analysis, Management, Mac, Policy Analysis, Community Outreach
Education
University of Chicago Law School 2012 — 2015
Doctor of Law (JD), Law
Claremont McKenna College 2008 — 2011
BA, Economics
Mahawithayalai Khon Kaen 2010 — 2010
Gonzaga University 2007 — 2008
Office of the Mayor City of New York August 2014 - October 2015
The Financial Clinic August 2013 - July 2014
New York University Office of Global Services September 2012 - July 2013
Civilian Complaint Review Board May 2012 - August 2012
Skills
Community Outreach, Program Development, Public Speaking, Editing, International Relations, PowerPoint, Nonprofits, Volunteer Management, Community Engagement, Program Management, Logistics Management, Policy Analysis, Microsoft Word, Government Relations, Event Planning, Event Management, Social Media, Non-profit..., Microsoft Office, Fundraising, SPSS, Facebook, Social Networking, Training, Analysis, Linux, Microsoft Windows 7, Microsoft Windows XP, Minitab, Spanish, Google Chrome, Speech Writing, Internet Explorer, Opera Browser, Statistics, Economic Forecasting, Government, Economics, Word, Writing, Windows, English, Administration, Public Policy, Human Rights, Leadership
Education
New York University 2009 — 2013
Bachelor of Arts, Politics and Economics (Majors) & Religious Studies (Minor), 3.566
The Financial Clinic December 2014 - Present
University of Denver Office of Financial Aid December 2012 - June 2014
National Endowment for Financial Education June 2013 - December 2013
University of Denver Office of Financial Aid November 2011 - December 2012
University of Denver August 2010 - June 2011
Elitch Gardens April 2010 - October 2010
Skills
Customer Service, Event Planning, Microsoft Office, Time Management, Project Planning, Event Management, PowerPoint, Research, Social Media Marketing, Social Media, Outlook, Teamwork, Marketing, Microsoft Excel, Microsoft Word, Higher Education, Team Leadership
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
University of Denver - Daniels College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Marketing; Organizational Communications
University of Economics 2011 — 2011
The Financial Clinic February 2014 - July 2015
One Medical Group June 2012 - May 2013
One Medical Group October 2011 - June 2012
One Medical Group November 2010 - October 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Statistics, Microsoft Word, PowerPoint, Financial Analysis, Customer Service, Financial Reporting, Quantitative Analytics, Teaching, Outlook, Jewelry Design, Analysis
Education
University of Rochester 2006 — 2010
BA, Mathematics-Statistics
Ipsos May 2015 - Present
Kids Corporation II May 2014 - July 2015
The Financial Clinic July 2013 - August 2014
Talent Search East Program October 2012 - May 2014
Rutgers Institute for Ethical Leadership April 2013 - August 2013
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2012 - October 2012
Menendez for Senate August 2012 - September 2012
Pascrell for congress August 2012 - September 2012
John F. Kennedy High School January 2009 - December 2009
Skills
Economics, Public Speaking, Microsoft Excel, Econometrics, Event Planning, PowerPoint, Financial Modeling, SPSS, Microsoft Office, Microsoft Word, Financial Analysis, Banking, Corporate Finance, Macroeconomics, Eviews, Presentations, Data Collection, Gretl, Consultant, Research
Education
Rutgers University 2008 — 2013
Bachelor's degree, Economics/Political Science
Rutgers University
MFY Legal Services August 2012 - Present
The Financial Clinic August 2010 - August 2012
South Brooklyn Legal Services August 2009 - May 2010
Staten Island Legal Services May 2009 - August 2009
Brooklyn Legal Services Corp. A August 2008 - December 2008
Skills
Consumer Law, Civil Litigation, Legal Writing, Foreclosure Defense, Legal Research, Courts, Litigation, Bankruptcy, Legal Issues, Westlaw, Administrative Law, Class Actions, Hearings, Legal Assistance, Appeals, Commercial Litigation, Employment Law, Family Law
Education
Brooklyn Law School 2007 — 2010
Juris Doctorate
University of California, Berkeley 2002 — 2004
B.A., Peace and Conflict Studies
The Financial Clinic November 2011 - April 2013
Deutsche Bank May 2007 - August 2010
Banesto - Banco Español de Credito June 2000 - May 2007
Temenos 2000 - 2000
Banco di Sicilia 1997 - 1999
BBVA (Formerly Banco Exterior de España) 1996 - 1997
Crédit Agricole (Formerly Banque Indosuez) 1992 - 1996
Skills
Technical Analysis, Proprietary Trading, Global Macro, FX, Futures, Macroeconomics, International Finance, Bloomberg Terminal, Commodities, Private Wealth..., Portfolio Management, FX Options, Structured Products, Investment Management &..., Asset Management, Derivatives, Options, FX trading, Money Market, Forwards, Capital Markets, Hedging, Financial Markets, Fixed Income, Commodity, Bonds, Equities, Emerging Markets, Investment Banking, Structured Finance, Interest Rate..., FX Hedging, Investments, Wealth Management..., Swaps, Valuation, Currency, Foreign Exchange, Treasury Management, Wealth Management, Equity Derivatives, Financial Structuring, Investment Management, Securities, Financial Modeling, Asset Allocation, Equity Trading, Private Equity, Bloomberg, Trading
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
Post-Graduate Degree, International Finance & Treasury
Manhattan College 1992 — 1995
M.B.A., International Business
Hofstra University 1982 — 1986
B.B.A., International Business
Institute de Français
Intermediate French - Immersion
New York Institute of Finance
Technical Analysis of the Futures Markets
World Business Lenders, LLC December 2014 - Present
World Business Lenders, LLC August 2014 - December 2014
New York Life Insurance Company October 2013 - March 2014
The Financial Clinic February 2013 - April 2013
qunar.com February 2012 - May 2012
PwC July 2011 - August 2011
Skills
Financial Analysis, Accounting, Financial Accounting, Tax, Microsoft Excel, Financial Reporting, QuickBooks, Tax Preparation, Income Tax, Auditing, GAAP, PowerPoint, Tax Returns, Financial Statements, Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Accounting
University of Science and Technology Beijing 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.57, GMAT 740/800
Federal Reserve Board of Governors June 2015 - Present
GreenPearl Events February 2015 - June 2015
Hunter College, Office of the President October 2014 - February 2015
Hunter School of Nursing February 2014 - January 2015
The Financial Clinic August 2012 - August 2013
Skills
Stata, R, Python, Research, Data Analysis, Data Entry, Microsoft Excel, Economics, Event Planning, Raiser's Edge
Education
Hunter College 2013 — 2015
Master of Science (M.S.), Applied Mathematics and Statistics
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Buzztala November 2014 - Present
Tribeca Film Institute January 2014 - June 2014
Tengrade, Inc. September 2013 - April 2014
Picture Motion January 2013 - July 2013
Danielides Communications Inc. August 2012 - December 2012
The Financial Clinic February 2012 - August 2012
NJ LEEP, Inc. at Seton Hall Law School 2011 - 2011
Skills
Public Relations, Social Media, Community Outreach, Research, Digital Media, Social Networking, PowerPoint, Creative Writing, Financial Analysis, Digital Marketing, Content Writing, Financial Services, Facebook, Film Distribution, Digital Advertising, Data Analysis, Press Release..., Pitch Letters, Blogger, Sysomos, Facebook Marketing, Facebook Fan Page..., Facebook Fan Page...
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor's degree
Bloomfield Tech
The Financial Clinic June 2015 - Present
Hidden Street December 2004 - Present
Groupon Malaysia February 2014 - February 2015
Groupon Malaysia December 2012 - February 2014
Groupon Malaysia July 2012 - December 2012
Groupon Malaysia February 2012 - July 2012
Terra-Ju Media Group August 2010 - January 2012
iPLAY Magazine, Game Flier Sdn. Bhd. 2005 - 2006
CUE Magazine, Scholes Publications Sdn. Bhd. 2005 - 2006
Skills
Editing, Photography, Management, Microsoft Office, HTML, English, Writing, CSS, SEO, Creative Writing, Online Marketing, Social Media, Social Media Marketing, WYSIWYG layout tools, Public Relations, Research, Sales, Press Releases, Salesforce.com, Zendesk, WordPress, Drupal
Education
New York University 2015 — 2016
Certificate, Financial Planning
RMIT University 2007 — 2010
Bachelor's Degree, Economics & Finance
Salesforce Foundation May 2015 - Present
MicroStrategy August 2012 - May 2015
Business Today June 2011 - August 2011
The Financial Clinic June 2010 - August 2010
Skills
Editing, PowerPoint, Social Media, Microsoft Excel, Spanish, Statistics, Non-profits, Keynote, iBooks Author, Screenflow, Keen Listener, Nonprofits, Proposal Writing, Data Analysis, Fire Eating
Education
Princeton University 2008 — 2012
American Politics, Latin American Studies
Frederick Community College 2007 — 2009
Associates Degree, Emergency Management
Coursera
New York Legal Assistance Group November 2012 - Present
The Financial Clinic August 2011 - January 2013
UMA Language Services May 2011 - August 2011
Skills
Stata, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Research, Public Speaking, PowerPoint, Data Analysis, Teaching, Market Research, Nonprofits, Editing, Community Outreach, Fundraising
Education
University of Michigan 2005 — 2010
Bachelor of Arts (B.A.), Economics, Comparative Literature, Russian & Eastern European Studies, 3.6
Tomsk State University
St. Petersburg State University
Russian Language, History and Culture
The Financial Clinic October 2014 - Present
Michelle Tabnick Communications June 2011 - December 2014
Manhattan Theatre Club November 2012 - October 2014
Brooklyn College August 2011 - July 2014
New York Shakespeare Exchange March 2012 - February 2013
Brooklyn Center for the Performing Arts at Brooklyn College June 2012 - November 2012
Ensemble Studio Theatre January 2012 - May 2012
Situation Interactive June 2011 - January 2012
Brooklyn Center for the Performing Arts February 2011 - June 2011
Brooklyn Center for the Performing Arts August 2010 - February 2011
Skills
Special Events, Lecturing, Social Media, Grant Writing, Research, Non-profits, Press Releases, Performing Arts, Event Planning, Fundraising, Digital Marketing, Direct Marketing, Mentoring Of Staff, Public Relations, Online Advertising, Interactive Marketing, Theatre, Event Management, Arts Administration, Community Outreach, Email Marketing, Marketing, Marketing Communications, Publicity, Advertising, Nonprofits
Education
City University of New York-Brooklyn College 2010 — 2012
MFA, Performing Arts Management, 4.0
American University 2004 — 2008
BA, Performing Arts:Music Theatre, Psychology
Archbishop Wood High School 2000 — 2004
High School
Karl Storz Endoscopy September 2014 - Present
POM Wonderful November 2012 - September 2014
POM Wonderful April 2012 - November 2012
The Financial Clinic 2011 - 2012
PwC 2007 - 2011
Skills
Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Corporate Finance, Budgets
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Taxation
Shanghai University 2005 — 2006
Study Abroad, Business in Contemporary China
Baruch College, City University of New York (CUNY) 2002 — 2006
BA, Accounting
Bronx Science
Federation of Protestant Welfare Agencies April 2013 - Present
A Hatzakis Consulting January 2011 - Present
The Greek School of Plato June 2004 - March 2015
Delaware Division of Corporates & U.K. Companies House September 2012 - May 2013
United Way of New York City August 2012 - March 2013
New York University - Robert F. Wagner Graduate School of Public Service August 2012 - January 2013
United Way of New York City November 2011 - August 2012
The Financial Clinic January 2010 - November 2011
United Way of New York City October 2008 - January 2010
United Way of New York City October 2007 - October 2008
Skills
Nonprofits, Fundraising, Non-profits, Program Management, Program Development, Policy Analysis, Policy, Strategy, Strategic Planning, Social Media, Performance Measurement, Data Analysis, Information Technology, Volunteer Management, Analysis, Proposal Writing, Website Development, Performance Management, Programming, Grants, Community Outreach, Public Speaking, Grant Writing
Education
New York University
MPA, Robert F Wagner School of Public Service, Management and Public Policy
Macaulay Honors College @ Baruch College
BS, Public Administration
Legal Aid Society of Northeastern New York September 2014 - Present
The Financial Clinic January 2012 - April 2012
Main Street Legal Services January 2011 - January 2012
Allstate July 2003 - August 2009
Skills
Insurance, Liability, Property & Casualty..., Homeowners, Legal Liability, Workers Compensation, Renters, Professional Liability, Commercial Insurance, Nonprofits, Mediation, Legal Writing, Legal Research, Income Tax, Tax Preparation, Credit Reports, Casualty, Umbrella Insurance, Motorcycle, Finance, Tax Law
Education
City University of New York School of Law at Queens College 2009 — 2012
Doctor of Law (JD), Law
City University of New York-College of Staten Island 2003 — 2008
Bachelor of Arts (B.A.), Political Science
New York Legal Assistance Group March 2014 - Present
Berkman, Henoch, Peterson, Peddy, & Fenchel, P.C. March 2012 - February 2014
New York State Office of the Attorney General November 2011 - February 2012
New York City Department of Consumer Affairs January 2011 - May 2011
Camba Legal Services November 2010 - April 2011
The Financial Clinic May 2010 - August 2010
New York Legal Assistance Group June 2009 - December 2009
Anderson Kill & Olick, P.C. October 2006 - February 2009
New York City Administration for Children's Services November 2005 - May 2006
New York University September 2005 - December 2005
Skills
Legal Research, Client Services, Litigation, Legal Writing, Legal Assistance, Commercial Litigation, Bankruptcy, Family Law, Motions, Hearings, Pleadings, Westlaw, Research, Consumer Law, Editing, Courts, Civil Litigation, Litigation Support
Education
Brooklyn Law School 2008 — 2011
J.D.
New York University 2002 — 2006
B.A., Metropolitan Studies
The Financial Clinic January 2015 - April 2015
Newark Now January 2014 - April 2014
Chiral Photonics January 2011 - March 2011
Patch.com August 2009 - November 2009
Weill Cornell Medical College January 2009 - March 2009
Skills
Data Collection, Scientific Writing
Education
Seton Hall University School of Law 2015 — 2016
Graduate Certificate, Health & Hospital Law
The College of William and Mary 2004 — 2008
Bachelor of Science (BS), Neuroscience
The Financial Clinic August 2011 - Present
The Financial Clinic June 2009 - July 2011
Skills
Financial Analysis, Nonprofits, Non-profits, Fundraising, Grants, Public Speaking, Program Development, Community Outreach, Microsoft Excel, Volunteer Management, Event Planning, Spanish, Policy Analysis
Education
Baruch College
BBA
Steven Zelin, CPA July 2015 - September 2015
YIHAI UNITED DEVELOPMENT INTERNATIONAL CORPORATION February 2015 - July 2015
THE FINANCIAL CLINIC January 2015 - April 2015
INTERNAL REVENUE SERVICE December 2014 - April 2015
CHINA NATIONAL INVESTMENT & GUARANTY CO., LTD March 2014 - May 2014
BMW November 2013 - January 2014
RUIHUA CERTIFIED PUBLIC ACCOUNTANS November 2013 - December 2013
DAJIE.COM September 2012 - September 2013
China Construction Bank July 2012 - August 2012
Skills
Microsoft Office, Accounting, Financial Analysis, Microsoft Excel, Assurance, PowerPoint, Financial Accounting, Financial Modeling, Financial Reporting, Tax Accounting, Cost Accounting, Management Accounting, Finance, Marketing, Auditing, Teamwork, Leadership
Education
Fordham Gabelli School of Business 2014 — 2016
Accounting, Master of Science (MS)
Northeastern University (CN) 2010 — 2014
Accounting, Bachelor of Science (BS)(3.6 /4.0)
The Financial Clinic April 2014 - Present
The Financial Clinic August 2012 - April 2014
The Financial Clinic September 2010 - August 2012
Economic Empowerment and Global Learning Project- Lafayette College January 2008 - May 2010
Skills
Financial Analysis, Training, Technical Assistance, Financial Coaching, Data Analysis, Capacity Building, Stata, Microsoft Excel, Financial Advisory, Research, PowerPoint, Public Speaking, Microsoft Word, Financial Services, Valuation, Strategic Planning, Community Outreach, Program Development, Fundraising, Grant Writing, Volunteer Management
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (M.P.A.), Advanced Finance and Management
Lafayette College
Bachelor of Arts (B.A.), Economics and Buisness
J.P. Morgan June 2013 - August 2015
J.P. Morgan June 2011 - August 2012
The Financial Clinic June 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, PowerPoint
Education
Harvard University 2009 — 2013
B.A, Economics, Government
Horace Mann School 2002 — 2009
U.S. House of Representatives August 2014 - Present
The Financial Clinic September 2013 - July 2014
Yorkson Legal July 2011 - June 2013
NYU America Reads/America Counts April 2008 - May 2011
The Boys' Club of New York June 2008 - August 2010
Skills
Management, Event Planning, Research, Spanish, Community Outreach, PowerPoint, Nonprofits, Community Development, Leadership, Microsoft Office, Administrative..., Fundraising, Data Analysis, Marketing, Volunteer Management, Public Speaking, Coaching, Higher Education
Education
New York University 2007 — 2011
BA, Economics, 3.5 GPA
Touro College June 2015 - Present
ASK Fashions May 2008 - Present
The Financial Clinic February 2015 - April 2015
The Financial Clinic May 2012 - October 2013
The Financial Clinic January 2013 - April 2013
Skills
SketchUp, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Research, Photoshop, Architectural Design, AutoCAD, PowerPoint, Revit, Makeup Artistry, Special Effects Makeup, Data Entry, Outlook
Education
Queens College 2014 — 2017
Psychology
New York City College of Technology 2011 — 2014
Architecture
New York Legal Assistance Group July 2015 - Present
New York Legal Assistance Group August 2014 - July 2015
The Financial Clinic January 2014 - July 2014
The Financial Clinic May 2012 - January 2014
JP Morgan Chase March 2011 - April 2012
Department of State June 2008 - August 2008
United Nations March 2008 - May 2008
United Nations January 2008 - March 2008
Skills
Research, Microsoft Excel, Microsoft Word, Leadership, Insurance, Customer Satisfaction, Internet Explorer, XP, Troubleshooting, Financial Analysis, Policy, Banking, Management, Public Speaking, Community Outreach, Spanish, Program Management, Budgets, Nonprofits, Analysis, Fundraising, Outlook, Customer Service, International Relations, Microsoft Office, PowerPoint, Financial Services, Strategic Planning
Education
City University of New York City College 2008 — 2010
Master of Arts (M.A.), International Relations
Baruch College, City University of New York (CUNY) 2000 — 2005
BBA, Entrepreneurship and Small Business Management
The Financial Clinic October 2014 - Present
Taconic Management Company LLC June 2012 - October 2014
Simpson Thacher & Bartlett LLP June 2008 - August 2008
Skills
HTML, Ruby on Rails, Management, Accounting, Microsoft Office, JavaScript, jQuery, AngularJS, HTML5, CSS, Customer Service, Peachtree, QuickBooks, Leadership, Nonprofits, Community Outreach, Microsoft Dynamics, Financial Planning
Education
Mercy College 2009 — 2013
Bachelor's degree, Public Accounting
Vijay Sammy, CPA June 2015 - Present
The Financial Clinic January 2015 - April 2015
Wahid Medical, P.C October 2013 - August 2014
TaxCare, Inc June 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Research, Leadership, Strategic Planning, Public Speaking, Accounting, Payroll, Income Tax, Auditing, Tax, Data Entry, Sales Tax
Education
Brooklyn College, City University of New York
Bachelor of Science, Public Accounting
City University of New York-Brooklyn College 2008 — 2012
The Financial Clinic April 2014 - Present
University of North Dakota January 2013 - January 2014
Various Organizations March 2003 - December 2013
Altru Health System April 2011 - December 2011
Various Organizations May 2009 - October 2010
Cetero Research April 2009 - April 2010
Skills
Statistics, Stata, Data Analysis, Research, Microsoft Excel, Economics, Qualitative Research, Econometrics, Research Design, Higher Education, SPSS, PowerPoint, Microsoft Visual Basic..., Google Apps Scripts
Education
The University of North Dakota 2008 — 2013
Master of Science (M.S.), Applied Economics
The University of North Dakota 2008 — 2013
Bachelor of Arts (B.A.), Economics
Greenhouse Software, Inc. June 2015 - Present
Greenhouse Software, Inc. August 2014 - Present
The Financial Clinic August 2013 - August 2014
Alternate Asset Investment Management March 2013 - August 2013
Enterprise Rent-A-Car August 2011 - July 2013
Natural History Museum of Los Angeles County August 2009 - May 2010
Team T.A.G. May 2008 - October 2008
Skills
Sales, Customer Service, Leadership, Team Leadership, Start-ups, SaaS, Applicant Tracking..., Project Planning, Event Planning, Public Speaking, Business Strategy, Business Analysis, Fundraising, Social Networking, Financial Coaching, Management Consulting, PowerPoint, Microsoft Excel, Financial Analysis, Retail, Multi Tasking, Critical Thinking, Interpersonal..., B2B, Talent Acquisition, Conflict Resolution, Collaboration, Innovation, Relationship Mgmt, Recruiting, Relationship-building..., Communication
Education
University of Southern California 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Loyola High 2004 — 2008
High School Diploma
The Financial Clinic January 2015 - April 2015
St. John's University May 2013 - May 2014
Truesdale Properties, Inc January 2014 - March 2014
Skills
Taxwise, TMA, Microsoft Office, Auditing, Tax Preparation, Internal Audit, Government Accounting, Microsoft Word, Hotel Management, IT Audit, Facebook, PowerPoint
Education
St.John's University 2012 — 2014
Master of Science (M.S.), Accounting
Guangzhou University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
G-Squared Advisory LLC 2009 - Present
LearnVest, Inc. 2010 - 2010
The Financial Clinic 2009 - 2010
Financial Planning Association 2009 - 2010
Merrill Lynch 2000 - 2004
Paine Webber 1984 - 1997
Education
New York University 2006 — 2008
certificate in financial planning
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Cornell University 1980 — 1984
BA, Economics
G-Squared Advisory LLC 2009 - Present
Garrett Planning Network 2009 - Present
LearnVest, Inc. 2010 - 2010
The Financial Clinic 2009 - 2010
Goldman Sachs July 1980 - June 1995
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Budget Analysis, Insurance, Financial Analysis, Estate Planning, Personal Finance, Fee-Only, Strategic Financial..., Financial Advisory, Budgets, Finance, Risk Management, Fixed Income, Financial Services, Securities, Alternative Investments, Investments, Asset Allocation, Asset Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds, Financial Planners, Retirement, Series 7, Private Equity, Wealth Management..., Investment Management, Portfolio Management, Series 63, Bonds, 401k
Education
New York University 2006 — 2008
Certificate, Certificate in Financial Planning
Columbia University 1979 — 1980
MBA, Finance
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Accounting
Aerotek March 2015 - Present
Koch Industries (INVISTA) February 2013 - 2014
Koch Industries (INVISTA) February 2012 - February 2013
Kaffco Inc August 2010 - January 2012
CPA Candidate June 2010 - September 2010
Chinese-American Planning Council January 2010 - May 2010
The Financial Clinic May 2009 - August 2009
Marriott International June 2008 - August 2008
Brigham Young University Hawaii April 2006 - June 2008
The Church of Jesus Christ of Latter-day Saints Hong Kong Ltd. July 2007 - August 2007
Skills
SAP accounting, Hyperion HFM, QuickBooks, IFRS, US GAAP reporting, Income Tax, Microsoft Office, Creative Solutions, Intercompany Accounts, Project Accounting, GERS, Property Management, CPA
Education
University of Utah - David Eccles School of Business 2008 — 2009
Master's degree, Accounting
Brigham Young University - Hawaii 2005 — 2008
Bachelor's degree, Accounting
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2011 - Present
The Financial Clinic June 2010 - Present
Lawyers Alliance for New York September 2012 - Present
Princeton Friends School 2012 - 2013
Princeton Friends School 2012 - 2013
Skadden Arps August 2006 - April 2011
Johnson & Johnson April 2002 - August 2006
Skadden Arps November 1999 - April 2002
Pennie & Edmonds September 1997 - October 1999
Sharp & Associates May 1995 - June 1997
Skills
Intellectual Property, Renewable Energy, Licensing, Patents, Medical Devices, Trade Secrets, Patentability, Patent Strategy, Patent Analysis, Intellectual Property..., Licensing Agreements, Technology Transfer, Client Counseling, Cleantech, Energy, Biomass, Technology Transactions, Clean Energy, Alternative Energy, FDA, Biotechnology
Education
The Ohio State University Moritz College of Law 1994 — 1997
J.D., Law
Stanford University 1985 — 1991
Ph.D., Chemistry
Boston University 1981 — 1985
B.A., Chemistry
Federal Reserve Bank of New York July 2014 - Present
The Financial Clinic March 2008 - Present
Pershing, a BNY Mellon company May 2012 - July 2014
American Life Insurance Company (ALICO) February 2009 - December 2010
AIG Global Pensions November 2007 - January 2009
AIG Corporate Comptrollers February 2007 - October 2007
AIG Retirement Services August 2002 - February 2007
American Life Insurance Company (ALICO) December 1999 - July 2002
American International February 1998 - November 1999
AIG Life Companies June 1996 - January 1998
Skills
Business Planning, Strategy, Business Development, Cross-functional Team..., Strategic Planning, Enterprise Software, Market Analysis, Leadership, Financial Reporting, Executive Management, Risk Management, Marketing, Financial Modeling, Finance, Insurance, Budgets, Investments, Management, Pricing, Marketing Strategy, Project Planning, Financial Analysis, Talent Management, Financial Services, Sales, Banking, Business Transformation, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Strategy
School of Advanced International Studies, Johns Hopkins University 1994 — 1996
Master of Arts, International Relations
School of Foreign Service, Georgetown University 1990 — 1994
Bachelor of Science, Foreign Service, International Economics
Stuyvesant HS 1986 — 1990
Trustees of The Sailors'Snug Harbor in the City of New York 2007 - Present
Range of clients and companies 2003 - Present
NYC Workforce Investment Board 2001 - 2015
Partnership with Children June 2012 - October 2012
The Financial Clinic 2005 - 2012
YWCA of the City of New York 1999 - 2003
NYC's Human Resources Administartion (HRA) 1997 - 1998
New York Association of New Americans (NYANA) 1995 - 1997
FEGS 1981 - 1997
National Youth Employment Coalition 1985 - 1987
Skills
Grant Writing, Non-profits, Fundraising, Public Policy, Board Development, Organizational..., Program Development, Leadership Development, Grants, Public Speaking, Strategic Planning, Policy, Philanthropy, Youth Development, Government, Nonprofits, Community Outreach, Program Evaluation, Event Planning, Community Development, Policy Analysis, Economic Development, Volunteer Management, Workshop Facilitation, Executive Coaching, Program Management, Community Organizing, Social Entrepreneurship, Leadership, Staff Development, International..., Public Relations, Non-profit..., Research, Strategic Communications, Conflict Resolution
Education
Boston University 1964 — 1969
BS; M Ed, Journalism; Adult and International Education
University of Wisconsin-Madison 1962 — 1964
Winston & Strawn LLP August 2015 - Present
The Financial Clinic October 2011 - July 2015
South Brooklyn Legal Services February 2012 - September 2012
Cohen, Weiss and Simon LLP May 2010 - August 2010
Chambers of Honorable Arthur D. Spatt, United States District Court, E.D.N.Y January 2010 - April 2010
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Civil Litigation, Courts, Bankruptcy, Nonprofits
Education
New York University School of Law 2013 — 2015
Master of Laws (LL.M.), Graduate Tax Program
Brooklyn Law School 2008 — 2011
Boston University
NYU Stern School of Business August 2015 - Present
Butchbaby & Co August 2015 - Present
D2D Fund June 2013 - 2015
The Financial Clinic 2012 - 2013
Standard Chartered Bank 2010 - 2012
Skills
Nonprofits, Strategy, Project Management, Startup Development, Marketing Strategy, Strategic Partnerships, Business Development, Social Entrepreneurship, Venture Capital, Digital Marketing, Content Management, Early-stage Startups, Data Analysis, Valuation, Policy Analysis, Spanish, Public Policy, Editing, Writing, Qualitative Research, Economics, Report Writing, International..., Public Speaking, Social Media, Product Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
연세대학교 / Yonsei University 2009 — 2010
Brown University 2005 — 2009
BA
Sparkology December 2010 - Present
The Law Firm of Allen L. Rothenberg August 2012 - January 2013
New York City Department of Consumer Affairs May 2012 - August 2012
MFY Legal Services August 2011 - January 2012
Jonathan Gale, Research & Consulting Services October 2008 - December 2011
The Financial Clinic May 2011 - August 2011
Kirkland & Ellis LLP May 2007 - August 2007
Kirkland & Ellis LLP May 2005 - August 2005
Audit Committee Consulting Team LLC May 2005 - August 2005
Congressman Gary L. Ackerman June 2001 - February 2003
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
J.D., Law
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Philosophy, Politics, & Economics, (PPE)
Great Neck South High School 1999 — 2003
The Financial Clinic March 2013 - Present
AXA Advisors January 2011 - February 2013
Quest Ink Inc May 2002 - September 2009
Newark Central Planning Board 2005 - 2008
Skills
Retirement, Strategic Planning, Small Business, Financial Services, Risk Management, Managerial Finance, Asset Allocation, Mutual Funds, Long-term Care, Securities
Education
Howard 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
EDSI August 2015 - Present
EDSI August 2014 - August 2015
EDSI May 2012 - August 2014
Seedco October 2011 - April 2012
Seedco June 2011 - November 2011
Seedco January 2011 - June 2011
Seedco September 2010 - January 2011
Seedco March 2010 - September 2010
The Financial Clinic January 2010 - March 2010
Seedco November 2008 - November 2009
Skills
Resume Writing, Workforce Development, Career Counseling, Recruiting, Program Development, Non-profits, Career Development, Community Outreach, Grant Writing, Organizational..., Interview Preparation, Interviews, Job Search, Job Search Strategies, Conflict Resolution, Leadership Development, Nonprofits, Public Speaking, Social Networking, Workshop Facilitation
Education
Ithaca College
B.A., Anthropology
Credit Where Credit is Due September 2010 - January 2012
The Financial Clinic December 2008 - August 2010
PJB Consulting Services January 2002 - December 2008
Technology & Learning Center @the Armory January 2000 - January 2002
Media Workshop NY/Bertelsmann Foundation July 1998 - December 2000
American Museum of Natural History April 1988 - June 1998
Skills
Non-profits, Teaching, Fundraising, Budgeting, Volunteer Management, Financial Education, Program Management
Education
Bank Street College of Education 1990 — 1992
M.S., Education
Fordham University 1983 — 1987
BA, Communications
Cathedral High School
Baldwin Bell Green September 2013 - Present
Princeton in Asia June 2012 - May 2013
Christie's New York September 2011 - December 2011
Oppenheimer & Co. June 2011 - August 2011
The Financial Clinic June 2010 - August 2010
Skills
Research, Non-profits, Fundraising, Social Media, Stata, Entrepreneurship, Nonprofits, Social Media Marketing, Community Outreach, Writing, Analysis, Microsoft Excel, PowerPoint, Teaching, Data Analysis
Education
Princeton University 2008 — 2012
B.A., Classics, Urban Studies
Trinity College-Hartford 2010 — 2010
Study Abroad, Rome Campus
Thomson Reuters March 2014 - Present
The Financial Clinic November 2013 - Present
NYC Human Resources Administration, Office of Citywide Health Insurance Access May 2012 - September 2013
University of Bridgeport June 2008 - August 2008
Deloitte & Touche January 1999 - February 2003
Ernst & Young February 1993 - December 1998
Pfizer June 1992 - September 1992
Skills
Health Insurance, Policy, Income Tax, State and local tax, Restructuring, Accounting, Corporate Law, Mergers & Acquisitions, Management, Due Diligence, Leadership, Writing, Editing, Program Management, Teaching, International Tax
Education
Columbia University 2010 — 2012
BA, Political Theory, 3.7/4.0
Columbia University Mailman School of Public Health 2010 — 2012
Executive Masters in Public Health Program, MPH, 3.8/4.0
New York University Law School 2005 — 2007
LLMs, Tax and Corporation Law
Columbia University in the City of New York
Emory University School of Law
Doctor of Law (JD), Top 20%
St. John's Graduate School of Business
Master of Business Administration (MBA), Taxation, 3.97/4.0
Teach and Learn with Georgia August 2014 - Present
The Financial Clinic September 2013 - July 2014
Institute for Communitarian Policy Studies October 2013 - December 2013
World Policy Institute January 2013 - June 2013
Office of Senator Charles Schumer August 2011 - December 2011
Consulate General of Greece - New York June 2011 - August 2011
Mission of Iraq to the United Nations March 2011 - July 2011
Coalition for the International Criminal Court January 2011 - May 2011
Education
Georgetown University 2015 — 2017
Master's Degree, School of Foreign Service; Concentration in Global Business & Finance
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government; Global Policy Studies, 3.94
Hertog Political Studies Fellowship 2013 — 2013
Non-Degree, Public Policy Analysis
Critical Language Scholarship Intensive Summer Institute 2012 — 2012
Non-Degree, Russian Language