Josh Buchalter, Ma, Amft Email & Phone Number

Los Angeles, California, United States

Los Angeles Metropolitan Area

Philadelphia, Pa

At McAdam, we've completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture - your profession.Years of research and experience have taught us that your profession - what you do, where you do it and how you do it - has the greatest influence on your finances and future. That’s why we've designed it as the core foundation of our proven Advanced Advisory Model™.With one of the largest financial networks in the country that includes hundreds of advisors across five offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn't just a small step forward in financial advice - it’s Financially Advanced™.

Radnor, Pa

• Performed routine tie-out process of all of TIFF’s semi-annual and monthly holdings reports to ensure all securities, valuations, and shares data were represented fairly and correctly for current and prospective clients• Streamlined the entire Operations and Compliance Due Diligence process, which consisted of tracking visits needed to be scheduled for all managers, communicating with managers to complete our Due Diligence Questionnaire, and moderating debrief calls to inform all coworkers • Various tasks such as analyzing changes in valuations of real estate properties by examining their quarterly and year-end financial statements and keeping a daily track of a certain percentage of our common stocks that needed to be held in case a client wanted to redeem but was invested in any of our illiquid securities

Newtown Square, Pa

• Analyzed large amounts of SAP pipeline and customer data and tracked different regions and industries in order to see which regions and industries were the most successful and whether certain aspects, such as marketing campaigns and advertisements, could be carried over to less successful SAP departments• Aided in expanding and improving SAP's approach towards targeting and students by participating in brainstorming conference calls composed of other students interns and executives from the Marketing and University Relations teams, where we discussed the current tactics being adopted to bring in talent and new, more creative, methods that could provide and increase in brand awareness on college campuses

Philadelphia, Pa

• Strengthened time management skills by supporting Property Manager with overall maintenance of entire site by tracking and receiving rent checks, escorting laborers and contractors throughout the premises, and resolving any issues the tenants or PHA were experiencing • Performed several annual PHA certification processes to ensure that current residents continued to fit the requirements for living at the site • Developed communication skills exponentially by working with individuals from diverse backgrounds and acting as liaison between all residents and PHA

Philadelphia, Pa

• Conducted interviews and discussions with other young Jewish professionals in order to increase involvement of Jewish life on campus which resulted in an increase in attendance of weekly Shabbat and annual holiday services and dinners at both Hillel and Chabad • Facilitated events incorporating the Jewish student population on Drexel's campus and connecting individuals with Jewish opportunities and communities that met each student’s diverse needs and goals

Master Of Arts - Ma, Psychology

Bachelor Of Science In Business Administration, Finance

Activities and Societies: Alpha Epsilon Pi fraternity, Pennoni Honors College, Drexel Finance and Investment Group, Drexel Sales Club