Josh Buchalter, MA, AMFT

Experience

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  Hillel International

  Sept 2013 - Jun 2014

  Peer Network Engagement Intern

  • 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

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  Philadelphia Housing Authority

  Mar 2014 - Sept 2014

  Operations Co-op

  • 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 Show less

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  SAP

  Mar 2015 - Sept 2015

  License to Sell Center Of Excellence Co-op

  • 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 Show less

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  The Investment Fund for Foundations

  Mar 2016 - Sept 2016

  Finance and Accounting Co-op

  • 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 Show less

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  McAdam Financial

  May 2017 - Sept 2019

  Financial Advisor

  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™. Show less

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  MMD Marina del Rey

  Jul 2020 - Jan 2021

  Delivery Specialist
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  Cornerstone Capital Planning Group

  Oct 2021 - Jan 2024

  HR/Operations
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  Thrive Treatment

  Mar 2024 - now

  Primary Therapist