David Raphael

Private Client Group at Yieldstreet

David Raphael's work experience is as follows:

- From January 2023 to present, they have been working at Yieldstreet in the Private Client Group.

- From January 2022 to December 2022, they worked at Klingenstein Fields Advisors as the Director and Senior Advisor. David also held the position of Senior Analyst and Client Advisor from June 2019 to December 2021.

- From April 2016 to June 2019, they worked as a Senior Analyst at The Solaris Group LLC.

- In June 2015, they briefly worked at Capstone Investment Advisors as an Analyst and Fund Accountant for four months.

- From October 2013 to May 2015, they worked at KPMG as a Tax Associate.

- In June 2012, they worked as a Financial Services Tax Intern at KPMG for three months.

- In June 2011, they worked as a Summer Analyst at Wells Fargo for three months.

David Raphael completed their education at the University of Georgia - Terry College of Business. From 2008 to 2012, they pursued a Bachelor of Business Administration (BBA) degree with a specialization in Accounting. Following this, they continued their studies at the same institution and completed a Master of Accountancy (MAcc) degree in Taxation between 2012 and 2013. In addition to their academic qualifications, David also obtained a certification as a Certified Public Accountant (CPA) from the state of New York, although the specific month and year of its acquisition are not mentioned.

Links

Previous companies

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Klingenstein Fields Advisors logo
Wells Fargo logo

Timeline

  • Private Client Group

    January, 2023 - present