Online
Busy
Away
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Degrees
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A.B. Mathematics, M.S. Industrial Administration, Carnegie-Mellon
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My Expert Service
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I am a retired V.P. of Chase Manhattan Bank. I conducted more than 100 seminars at Chase for both Chase clients and Chase employees re: investing and personal finance. I was a consultant to Dow Jones & Co. for several years, and I conducted retirement planning seminars for their employees. Dow Jones purchased the books I had written and distributed them to all the employees who attended my seminars. I wrote two books that received excellent reviews re: personal finance and retirement planning. For 18 years I taught courses in personal financial planning and investing at The New School for Social Research in new York City. I have written more than 20 financial/ investing articles that were published in national publications including The New York Times, Town & Country,
Vogue, Self, Savvy Working Women, and other national publications. I have been quoted in Money Magazine as an investment expert.
I am an expert in personal tax planning. I am a former enrolled agent of the Internal Revenue Service. I work with AARP advising the public re: tax preparation. I also make tax presentations to the general public as sponsored by the library system in Florida.
I also counsel small business owners as a representative of SCORE, an organization that specializes in advising companies in all aspects of their business.
I am also an expert in consumer credit. For ten years I have been a certified Florida court mediator/trainer. I train law students in mediation. I provide advice to consumers who have problems with their debt, which helps them to negotiate with their creditors.
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Experience & Qualifications
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Over 30 years experience as consultant, manager in the areas of finance,investing, taxes, personal financial planning, and credit. Eighteen years teaching at the college level.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews (Read all 1 reviews) |
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 by User_civsij on Apr 28 2009
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(Read all 1 reviews)
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Contact
raph
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Home » Business & Finance » Consulting
» raph
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