Professional Credentials
 

Education

The University of Chicago, Harris School of Public Policy Studies, Chicago, Illinois

Master of Public Policy (MPP) June 2009

Honors and Activities:

Appointed as Copy Desk Editor of The Chicago Policy Review, 2007 and as Advertising Manager, 2008

The John Marshall Law School, Chicago, Illinois

Master of Laws (LL.M.) in Employee Benefits Law, January 2000
Juris Doctor, January 2000

Honors and Activities:

The John Marshall Law School Student Ambassador of the Year, 2000

Who's Who Among Students in American Universities & Colleges, biography profiled in the 1999-2000 edition, after submission by the Dean of the Law School

First law student allowed to chair a substantive committee at the Chicago Bar Association, and chaired the Estate Planning Committee of the CBA Young Lawyers Section, 1999

Santa Clara School of Law Summer Study Abroad program, Budapest, Hungary, 1998

First recipient of the Dale Wesley Phillips Scholarship for Tax and Employee Benefits Law, 1999

Quarterfinalist, National Tax Law Moot Court competition (hosted by the Florida State Tax Bar), 1999

Octofinalist, Kaufman Memorial Securities Law Moot Court competition (hosted by Fordham Law School), 1998

Dean's List, five out of seven semesters

The University at Albany, Albany, New York

Bachelor of Science in Mathematics, concentration in Applied Statistics, June 1994 (in absentia)

East Islip High School, East Islip, New York

Regents Diploma, June 1983
 

Professional Designations

Attorney (J.D., LL.M.)
The State of Illinois, 2000

Active, and in good standing, with the Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois.

Enrolled Actuary (EA)
U.S. Departments of Treasury and Labor, Joint Board for the Enrollment of Actuaries, 1995

Active, in good standing, and up to date with all Continuing Professional Education requirements.

Member of the American Academy of Actuaries (MAAA), 2007

Active, in good standing, and up to date with all Continuing Professional Education requirements.

Member of the Society of Pension Professionals and Actuaries (MSPA) and Certified Pension Consultant (CPC)
The American Society of Pension Actuaries, 1995

Active, in good standing, and up to date with all Continuing Professional Education requirements.

Chartered Financial Consultant (ChFC)
The American College, 1996

Active, in good standing, and up to date with all Continuing Professional Education requirements.

Registered Representative
The National Association of Security Dealers (Series 7 exam), 1995

Voluntarily inactivated in 1996 due to the lack of a professional need for such designation.

Life and Health Insurance Broker
The State of New York, 1990

Voluntarily inactivated in 1996 due to the lack of a professional need for such designation.


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