Jason Papier

Faculty Lecturer @Werba Rubin Papier Wealth Management Llc

San Francisco, CA, US
EMAILS
j••••••••@columbia.edu
MOBILE NUMBERS
+14•••••••95

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WORK HISTORY

Jul 2023 — Present

Faculty Lecturer @Werba Rubin Papier Wealth Management Llc

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New York, NY, US

Master of Professional Studies in Wealth ManagementTeaching the Capstone course

EDUCATION

N/A

Columbia University in the City of New York

Master’s Degree

SKILLS

High Net Worth IndividualsPersonal Financial PlanningRetirementFinancial PlannersInvestment ManagementAsset AllocationRetirement PlanningIrasEstate PlanningFinanceEstate Tax Planning401kTaxAlternative InvestmentsMutual FundsFinancial PlanningInvestment AdvisoryInvestment StrategiesInvestmentsWealth ManagementAsset ManagmentVenture CapitalWealthFinancial AdvisoryPersonal FinancePhilanthropyWealth Management ServicesAsset ManagementStrategic Financial PlanningTrusts

ABOUT JASON PAPIER

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