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Financial Planning Vice President

Location:
Winter Park, FL
Salary:
open
Posted:
April 05, 2025

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Resume:

Resume of Elliot Raphaelson

Contact: ****************@*****.***; 407-***-****

Tribune Content Agency

**** –present Write a weekly syndicated personal finance column, “The Savings Game” which is distributed nationally.

Rollins College

2014 Taught courses in Personal Financial Planning

Chase Manhattan Bank Retired as V.P.( 23 years of service); Managed several officers at the V.P. level responsible for writing world-wide policies and procedures to ensure that Chase met the requirements specified by the regulatory agencies governing Chase. Made over 100 presentations to Chase customers and Chase employees regarding personal financial planning and investing.

Dow Jones & Co. Hired as consultant (three years) to Dow Jones to present retirement planning seminars to employees contemplating retirement. Dow Jones purchased books I have written for distribution to employees.

New School for

Social Research For eighteen years, as an adjunct professor, taught courses I developed re: personal financial planning.

General Electric,etc.. Worked as consultant, systems analyst, computer programmer for General Electric, Operations Research Inc, and consulting firms. (over ten years)

Other Wrote two books re: personal financial planning which received excellent reviews, published by John Wiley and Scott Foresman. Wrote more than 200 articles published in national publications including Tribune Content Agency, The New York Times, Vogue, Town & Country, Self, Savvy, Working Women and others.

Education A.B. Mathematics, Clark University; M.S.Industrial Economics, Carnegie-Mellon

Volunteer Work Certified Florida county mediator/trainer (20 years); SCORE, advising small business owners(15 years); Florida Comptrollers Department advising consumers re: fraud prevention (three years);SHINE advising consumers re: health and insurance issues (two years); AARP preparing tax returns for the general public.



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