Financial Data Analyst
Current- Responsible for new client on boarding: performing conflict checks, creation and distribution of contracts, communication with clients and their counsel, incorporation into the client database- Perform community versus separate property calculations in retirement accounts for divorce pursuant to California family law, with the review oversight of a certified tax expert and attorney- Expertise in the brokerage tracing and community property determination for the division of stock options, restricted stock units, and performance stock units in divorce- Expertise in the determination of community property benefits in military retirement benefits- Preparation of Section 730 expert reports