Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®'s Email & Phone Number

📖 Summary

Tax and Business Law Adjunct Professor @ Southern New Hampshire University From September 2015 to Present Business Law and Ethics Adjunct Professor @ University of the People From June 2018 to Present Private Client Services Attorney @ Faegre Drinker From June 2021 to Present Business Law Adjunct Professor @ University of the Cumberlands - Graduate and Online Programs From February 2020 to Present Tax and Estate Planning Adjunct Professor @ Elizabethtown College From April 2020 to Present Private Client Services Attorney @ Davis & Gilbert LLP From October 2020 to Present Private Client Services Attorney @ Davis+Gilbert LLP From October 2020 to June 2021 Estate Planning Adjunct Law Professor @ Purdue University - The Graduate School From October 2019 to December 2020 Financial Planning Curriculum Developer @ Norwich University From November 2018 to August 2020 Operational and Planning Innovation Manager, Assistant Vice President @ Wilmington Trust From December 2019 to August 2020 Fiduciary Innovation Strategist @ Wilmington Trust From June 2018 to December 2019 Wealth Management Summer Associate @ J.P. Morgan From June 2017 to August 2017 Estate Planning and Tax Associate @ Wilchins Cosentino Friend LLP From August 2014 to June 2016 Counselor @ Squillace & Associates, P.C. From July 2014 to September 2014 Tax Specialist @ Feeley & Driscoll, P.C. From October 2013 to April 2014 Research Associate (Tax) @ Boston University Center of Finance, Law, and Policy From December 2012 to May 2013 Co-President @ Boston University Center of Finance, Law, and Policy From May 2012 to April 2013 Legal Intern (Pro Bono Spring Break) @ Pine Tree Legal Assistance, Inc. From March 2013 to March 2013 Summer Fellow @ Harvard Legal Aid Bureau From May 2012 to August 2012 Research Assistant for Professor Larry Yackle @ Boston University Center of Finance, Law, and Policy From April 2012 to July 2012 Student Attorney @ Boston University Civil Litigation Program From August 2011 to May 2012 Student Attorney Volunteer @ Shelter Legal Services From June 2011 to April 2012 Tax Intern @ Boston Earned Income Credit Coalition From November 2011 to March 2012 Pro Bono Student Attorney @ Volunteer Lawyers Project of the Boston Bar Association From January 2012 to January 2012 Legal Infoline Volunteer @ Gay & Lesbian Advocates & Defenders From September 2010 to September 2011 Legal Intern @ Women's Bar Foundation's Family Law Project From May 2011 to August 2011 Legal Intern (Pro Bono Spring Break) @ AIDS Action Committee From March 2011 to March 2011