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Manager Financial

Winchendon, MA
$60,000 - $75,000
November 25, 2020

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Mark E. Wolterbeek, M.B.A(Finance) LL.B.

P.O. Box #97

603-***-**** Winchendon, MA 01475

Strong oral, written and electronic skills using JD/LL.B (King's College, Aberdeen University and MBA (Finance) NYU-Stern School with expertise in Bankruptcy, Civil Practice – All areas, and Financial Analysis/Spreadsheets.


January 2012 – Present: PORTFOLIO MANAGER – GJW Trust

Manage Private Individual's Trust Assets, Stocks, Mutual fund, Real Estate

June 2018 – Present: COURT-APPOINTED SPECIAL ADVOCATE – The CASA Project, Inc. Represents Abused/Neglected Children in Court in the Commonwealth.

Pro Bono Public Service Activity.

2005 – 2011 REAL ESTATE INVESTOR/INVESTOR – REMY Real Estate, L.P. Owned real estate investments including rental property and convenience Store w/Dunkin Donuts + Pizza Franchise. Sold to Regional C-Store Group >$1MM.

1993 – 2005 ATTORNEY - PRIVATE PRACTICE - Bankruptcy, Personal Injury, Social Security, Workers' Compensation, Contract drafting and litigation, Real Estate.

1990 – 1993 BANKRUPTCY ATTORNEY – Berlack, Israels & Lieberman, NYC, NY.

1989 – 1990 LAW CLERK, U.S. Bankruptcy Court, SDNY – Hon. Burton R. Lifland.

1987 - 1989 INVESTMENT BANKING ASSOC, Marine Midland Bank, NYC, NY.


1981 – 1984 LEGAL/AUDIT DEPT., SHELL, U.K. London & Aberdeen, UK.


M.B.A (Finance) NYU Graduate School of Business Admin. NYC, NY

Combined MBA/LL.M degree program with NYU Law School 1985 - 1987

LL.B (Bachelor of Laws) King's College, Univ. of Aberdeen 1978 -1981


I am a Finance/Legal Professional with an M.B.A. in Finance from N.Y.U. - Stern School of Business and LL.B – King's College, Aberdeen University (U.K.). I am passionate about careful financial and legal analysis and highly experienced in Bankruptcy, Financial Analysis, effectively conveying projections and outcomes in financial spreadsheets, and crafting well-written, effective documents, communications, correspondence, pleadings, Discovery Requests, Business Plans etc. to achieve superior results.

I have been semi-retired, however able to work on-site or remotely now that my children are off in college. I am seeking to work in a support role for an attorney or team/Department and enjoy, and am adept at, Financial and Legal Analysis and Research, Marketing and Communications. I am a strong communicator and effective writer to clients and to new customers in presenting and promoting the organization's mission, services and role.

I graduated from King's College in the United Kingdom where

I earned a Bachelor of Laws (LL.B – University of Aberdeen). I have an M.B.A. in Finance from the N.Y.U. Stern School of Business where I was awarded the Slater Award for creating a statistical simulation model for analyzing Venture Capital Investments while completing an LL.M in Corporate and Bankruptcy Law, after which I clerked with Judge Burton R. Lifland and Tina L. Brozman in the U.S. Bankruptcy Court, SDNY.

Most recently I have been managing a wealthy individual's stock and real estate portfolios, as well as my own real estate properties. With my children now off to college, I am seeking to use my Finance and Legal backgrounds in a part-time or full-time role, on-site or remotely.

Thank you.

Mark E. Wolterbeek

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