Yieldstreet
David Raphael's work experience is as follows:
- From January 2023 to present, they have been working at Yieldstreet in the Private Client Group.
- From January 2022 to December 2022, they worked at Klingenstein Fields Advisors as the Director and Senior Advisor. David also held the position of Senior Analyst and Client Advisor from June 2019 to December 2021.
- From April 2016 to June 2019, they worked as a Senior Analyst at The Solaris Group LLC.
- In June 2015, they briefly worked at Capstone Investment Advisors as an Analyst and Fund Accountant for four months.
- From October 2013 to May 2015, they worked at KPMG as a Tax Associate.
- In June 2012, they worked as a Financial Services Tax Intern at KPMG for three months.
- In June 2011, they worked as a Summer Analyst at Wells Fargo for three months.
David Raphael completed their education at the University of Georgia - Terry College of Business. From 2008 to 2012, they pursued a Bachelor of Business Administration (BBA) degree with a specialization in Accounting. Following this, they continued their studies at the same institution and completed a Master of Accountancy (MAcc) degree in Taxation between 2012 and 2013. In addition to their academic qualifications, David also obtained a certification as a Certified Public Accountant (CPA) from the state of New York, although the specific month and year of its acquisition are not mentioned.
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Yieldstreet
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Founded in 2015 by Milind Mehere and Michael Weisz, Yieldstreet provides the individual investor with a variety of assets in asset classes once reserved for private institutions and the top one percent. Since their inception, They have funded over $2 billion worth of deals across a range of asset classes for a growing membership of more than 300,000 individual investors, with more than $1 billion in principal/interest returned. Yieldstreet membership gives its members access to live Q&As with asset class professionals, thought leadership on the emerging alt space, and an exclusive marketplace of investment opportunities to help them reach their financial goals. Recognized as one of the Best Places to Work by Built In, Yieldstreet is headquartered in New York City, where Mehere and Weisz oversee a team of more than 100 employees. They also have external offices in Brazil, Greece, and Malta.