Fortigent Company
Industry: Company
DescriptionFortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, a wealth management, consulting and performance reporting firm based in Rockville, Maryland. Parent organization: LINSCO PRIVATE LEDGER CORP
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Fortigent Employees
Employee
Years
Job
Industry
Dina Shvets Dina Shvets's Fortigent Experience March 2008 - March 2011
Job Freight Payment Specialist at Volkswagen Group
Industry Logistics and Supply Chain
Experience
Volkswagen Group March 2011 - Present
Fortigent March 2008 - March 2011
Skills
Financial Reporting, Accounting, Process Engineering, Budgeting, Forecasting, project management, Procurement
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
B.S., International Business
Volkswagen Group March 2011 - Present
Fortigent March 2008 - March 2011
Skills
Financial Reporting, Accounting, Process Engineering, Budgeting, Forecasting, project management, Procurement
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
B.S., International Business
Justin Wayne Justin Wayne's Fortigent Experience August 2008 - October 2011
Job Solutions Manager at Advent Software
Industry Financial Services
Experience
Advent Software October 2014 - Present
Advent Software August 2013 - October 2014
Fortigent, LLC October 2011 - August 2013
Fortigent August 2008 - October 2011
Fortigent, LLC August 2007 - August 2008
Skills
Wealth Management, Investments, Equities, High Net Worth..., Financial Services, Investment Advisory, Business Analysis, Performance Reporting, Strategic Financial..., Investment Strategies, Product Management, Financial Analysis, Consulting, Asset Management, Agile Methodologies
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Marketing and Strategy
Principia College 2003 — 2007
BA, Business Administration, Physics
Advent Software October 2014 - Present
Advent Software August 2013 - October 2014
Fortigent, LLC October 2011 - August 2013
Fortigent August 2008 - October 2011
Fortigent, LLC August 2007 - August 2008
Skills
Wealth Management, Investments, Equities, High Net Worth..., Financial Services, Investment Advisory, Business Analysis, Performance Reporting, Strategic Financial..., Investment Strategies, Product Management, Financial Analysis, Consulting, Asset Management, Agile Methodologies
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Marketing and Strategy
Principia College 2003 — 2007
BA, Business Administration, Physics
Tim Stinson Tim Stinson's Fortigent Experience July 2007 - November 2009
Job National Sales Manager, Cetera Financial Group
Industry Investment Management
Experience
Cetera Financial Group January 2015 - Present
Northern Trust August 2013 - January 2015
Fidelity Institutional Wealth Services November 2009 - August 2013
Fortigent July 2007 - November 2009
SEI Investments June 1992 - May 2007
SEI 1992 - 2007
Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science, Marketing
Cetera Financial Group January 2015 - Present
Northern Trust August 2013 - January 2015
Fidelity Institutional Wealth Services November 2009 - August 2013
Fortigent July 2007 - November 2009
SEI Investments June 1992 - May 2007
SEI 1992 - 2007
Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science, Marketing
Henry Morneault's Fortigent Experience July 2005 - July 2006
Job President of TransBridge Consulting LLC
Industry Management Consulting
Experience
TransBridge Consulting LLC December 2010 - Present
Traust Sollus Wealth Management November 2009 - December 2010
Manchester Capital Management January 2007 - December 2009
Fortigent July 2005 - July 2006
Riggs Bank April 2001 - May 2005
Bank Boston November 1998 - April 2001
Allbritton Communications January 1992 - November 1998
Chemical Bank June 1979 - December 1991
Skills
Wealth Management, Asset Managment, Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Private Banking, Investment Management, Asset Management, Investments, Financial Services, Hedge Funds, Finance, Portfolio Management, Financial Advisory, Wealth
Education
Babson College 1972 — 1973
MBA, Management
Boston College 1968 — 1972
BS, Business
TransBridge Consulting LLC December 2010 - Present
Traust Sollus Wealth Management November 2009 - December 2010
Manchester Capital Management January 2007 - December 2009
Fortigent July 2005 - July 2006
Riggs Bank April 2001 - May 2005
Bank Boston November 1998 - April 2001
Allbritton Communications January 1992 - November 1998
Chemical Bank June 1979 - December 1991
Skills
Wealth Management, Asset Managment, Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Private Banking, Investment Management, Asset Management, Investments, Financial Services, Hedge Funds, Finance, Portfolio Management, Financial Advisory, Wealth
Education
Babson College 1972 — 1973
MBA, Management
Boston College 1968 — 1972
BS, Business
Chad Givens's Fortigent Experience March 2010 - July 2014
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2014 - Present
LPL Financial January 2013 - July 2014
Fortigent March 2010 - July 2014
Thomson Reuters October 2003 - February 2010
Collaborative Consulting February 2002 - October 2003
Bigstep November 1999 - November 2001
CBV COM 1997 - 1999
Oracle 1995 - 1997
Crystal Palace Mavericks 1994 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, Leadership, Economics, Business Development, Investments, Investment Banking, Private Equity, Financial Services, FINRA, Mutual Funds, Investment Strategies
Education
Brown University 1989 — 1993
Bachelor of Arts (B.A.), History
Nuveen Investments July 2014 - Present
LPL Financial January 2013 - July 2014
Fortigent March 2010 - July 2014
Thomson Reuters October 2003 - February 2010
Collaborative Consulting February 2002 - October 2003
Bigstep November 1999 - November 2001
CBV COM 1997 - 1999
Oracle 1995 - 1997
Crystal Palace Mavericks 1994 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, Leadership, Economics, Business Development, Investments, Investment Banking, Private Equity, Financial Services, FINRA, Mutual Funds, Investment Strategies
Education
Brown University 1989 — 1993
Bachelor of Arts (B.A.), History
Guru Rao Guru Rao's Fortigent Experience May 2004 - June 2008
Job Chief Technology Officer at incapsulate
Industry Information Technology and Services
Experience
incapsulate June 2015 - Present
LPL Financial January 2013 - May 2015
Fortigent, LLC July 2008 - December 2012
Fortigent May 2004 - June 2008
Reuters 1999 - 2003
Sasken 1995 - 1999
Skills
Agile Project Management, Continuous Delivery, Test Automation, Offshore Software..., Technical Support &..., Vendor Management, Wealth Management..., Human Capital Management, Agile Methodologies, Wealth Management, Personnel Management, Software Development, SharePoint, Data Warehousing, Business Analysis, ETL, Integration, Testing, Software Engineering, Product Management, Enterprise Architecture, IT Strategy, Project Management, Architecture, SDLC, Software Project..., Scrum, SOA, Requirements Analysis, Architectures
Education
University of Phoenix 2000 — 2002
MBA, General Administration
University of Mysore 1991 — 1995
Bachelor of Engineering, Computer Science
incapsulate June 2015 - Present
LPL Financial January 2013 - May 2015
Fortigent, LLC July 2008 - December 2012
Fortigent May 2004 - June 2008
Reuters 1999 - 2003
Sasken 1995 - 1999
Skills
Agile Project Management, Continuous Delivery, Test Automation, Offshore Software..., Technical Support &..., Vendor Management, Wealth Management..., Human Capital Management, Agile Methodologies, Wealth Management, Personnel Management, Software Development, SharePoint, Data Warehousing, Business Analysis, ETL, Integration, Testing, Software Engineering, Product Management, Enterprise Architecture, IT Strategy, Project Management, Architecture, SDLC, Software Project..., Scrum, SOA, Requirements Analysis, Architectures
Education
University of Phoenix 2000 — 2002
MBA, General Administration
University of Mysore 1991 — 1995
Bachelor of Engineering, Computer Science
Srini Sistla Srini Sistla's Fortigent Experience August 2007 - March 2009
Job Enterprise Architect at International Monetary Fund
Industry Information Technology and Services
Experience
International Monetary Fund January 2014 - Present
International Monetary Fund March 2009 - April 2014
COMSYS October 2009 - July 2011
Computer Aid, Inc. (CAI) March 2009 - October 2009
International Monetary Fund March 2009 - October 2009
Fortigent August 2007 - March 2009
JP Morgan Chase August 2006 - June 2007
GE 2003 - 2006
Technotec IT Solutions February 2000 - October 2000
Skills
SharePoint, .NET, Agile Methodologies, SDLC, Microsoft SQL Server, ASP.NET, Requirements Analysis, Enterprise Architecture, Business Intelligence, Microsoft Office..., XML, SSRS, Microsoft Technologies, JavaScript, SharePoint Designer, Visual Studio, ADO.NET, AJAX, WPF, Software Project..., Integration, Solution Architecture, Oracle, LINQ, Visual Basic, VBA, ASP, SOA, PL/SQL, IIS, Web Services, TFS, WCF, Enterprise Software, InfoPath, Web Applications, C#, SSIS, Visio, Visio Services, Office 365, Microsoft Azure, Office Web Apps, Mobile Applications, jQuery Mobile, Bootstrap, Reference Architecture, FEAC, SharePoint Server
Education
McIntire School of Commerce 2015 — 2016
Master’s Degree, Management of I.T.
Karnatak University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Hindu College 1993 — 1995
High School, Maths, Physics, Chemistry, English
International Monetary Fund January 2014 - Present
International Monetary Fund March 2009 - April 2014
COMSYS October 2009 - July 2011
Computer Aid, Inc. (CAI) March 2009 - October 2009
International Monetary Fund March 2009 - October 2009
Fortigent August 2007 - March 2009
JP Morgan Chase August 2006 - June 2007
GE 2003 - 2006
Technotec IT Solutions February 2000 - October 2000
Skills
SharePoint, .NET, Agile Methodologies, SDLC, Microsoft SQL Server, ASP.NET, Requirements Analysis, Enterprise Architecture, Business Intelligence, Microsoft Office..., XML, SSRS, Microsoft Technologies, JavaScript, SharePoint Designer, Visual Studio, ADO.NET, AJAX, WPF, Software Project..., Integration, Solution Architecture, Oracle, LINQ, Visual Basic, VBA, ASP, SOA, PL/SQL, IIS, Web Services, TFS, WCF, Enterprise Software, InfoPath, Web Applications, C#, SSIS, Visio, Visio Services, Office 365, Microsoft Azure, Office Web Apps, Mobile Applications, jQuery Mobile, Bootstrap, Reference Architecture, FEAC, SharePoint Server
Education
McIntire School of Commerce 2015 — 2016
Master’s Degree, Management of I.T.
Karnatak University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Hindu College 1993 — 1995
High School, Maths, Physics, Chemistry, English
Charles Stump, PMP, CISM Charles Stump, PMP, CISM's Fortigent Experience September 2004 - August 2007
Job IT Executive − Chief Information Officer − Director of IT − Director of Software Engineering – Vice President of IT
Industry Information Technology and Services
Experience
FORTIGENT / LPL Financial (NASDAQ: LPLA) September 2007 - Present
Fortigent September 2004 - August 2007
IBM March 2002 - September 2004
Nextel January 2002 - June 2002
Computer Technology Associates September 2001 - February 2002
MetrixPoint September 2000 - September 2001
Computer Technology Associates September 1999 - September 2000
Computer Technology Associates September 1998 - September 1999
Leverage Technologists March 1993 - September 1998
Vitro / Tracor January 1991 - March 1993
Skills
Agile Project Management, Security Management, Risk Management, Project Management, Projects, Agile Methodologies, SDLC, PMP, Program Management, PMO, Enterprise Architecture, Cloud Computing, Vendor Management, Software Project..., Software Development, Integration, Architecture, Requirements Analysis
Education
University of Phoenix 2003 — 2008
MBA, Technology Management
Virginia Tech 1986 — 1990
BS, Computer Science
FORTIGENT / LPL Financial (NASDAQ: LPLA) September 2007 - Present
Fortigent September 2004 - August 2007
IBM March 2002 - September 2004
Nextel January 2002 - June 2002
Computer Technology Associates September 2001 - February 2002
MetrixPoint September 2000 - September 2001
Computer Technology Associates September 1999 - September 2000
Computer Technology Associates September 1998 - September 1999
Leverage Technologists March 1993 - September 1998
Vitro / Tracor January 1991 - March 1993
Skills
Agile Project Management, Security Management, Risk Management, Project Management, Projects, Agile Methodologies, SDLC, PMP, Program Management, PMO, Enterprise Architecture, Cloud Computing, Vendor Management, Software Project..., Software Development, Integration, Architecture, Requirements Analysis
Education
University of Phoenix 2003 — 2008
MBA, Technology Management
Virginia Tech 1986 — 1990
BS, Computer Science
Denine Gilliam's Fortigent Experience December 2007 - March 2015
Job Business Analyst
Industry Financial Services
Experience
Overture Technologies March 2015 - Present
Fortigent December 2007 - March 2015
E*TRADE Financial January 2007 - December 2007
Total Settlement Solutions, LLC May 2005 - December 2006
Skills
Securities, Equities, Account Reconciliation, Mergers & Acquisitions, Analysis, Detail Orientation, Compliance, Mergers, Pricing, Eager To Learn, Customer Service, Fixed Income Analysis, Bloomberg Terminal, Zendesk, GoodData, SQL, 1099 Reconciliation, Cost Basis, Bloomberg API tool, Direct Sales, Bloomberg, Financial Services, Process Improvement, Banking, Investments, Mutual Funds, Business Analysis, Financial Analysis, Portfolio Management, Asset Management
Education
Radford University 2000 — 2004
Bachelor of Science, Biology
Overture Technologies March 2015 - Present
Fortigent December 2007 - March 2015
E*TRADE Financial January 2007 - December 2007
Total Settlement Solutions, LLC May 2005 - December 2006
Skills
Securities, Equities, Account Reconciliation, Mergers & Acquisitions, Analysis, Detail Orientation, Compliance, Mergers, Pricing, Eager To Learn, Customer Service, Fixed Income Analysis, Bloomberg Terminal, Zendesk, GoodData, SQL, 1099 Reconciliation, Cost Basis, Bloomberg API tool, Direct Sales, Bloomberg, Financial Services, Process Improvement, Banking, Investments, Mutual Funds, Business Analysis, Financial Analysis, Portfolio Management, Asset Management
Education
Radford University 2000 — 2004
Bachelor of Science, Biology
Joseph Chongpinitchai Joseph Chongpinitchai's Fortigent Experience October 2011 - Present
Job Customer Data Specialist at 2U
Industry Financial Services
Experience
2U September 2015 - Present
Fortigent October 2011 - Present
Fortigent, LLC June 2009 - October 2011
Fortigent, LLC August 2007 - May 2009
Skills
Financial Analysis, Bloomberg, Financial Accounting, Performance Reporting, Unified Managed Accounts, Microsoft Excel, Operational Efficiency, Due Diligence, Microsoft Office, PowerPoint, Logistics, Data Analysis, Equities, Mutual Funds, Financial Modeling, Investments, Portfolio Management, Asset Management, Finance
Education
Gettysburg College 2003 — 2007
B.A., Mathematics and Physics
Gonzaga College High School 1999 — 2003
2U September 2015 - Present
Fortigent October 2011 - Present
Fortigent, LLC June 2009 - October 2011
Fortigent, LLC August 2007 - May 2009
Skills
Financial Analysis, Bloomberg, Financial Accounting, Performance Reporting, Unified Managed Accounts, Microsoft Excel, Operational Efficiency, Due Diligence, Microsoft Office, PowerPoint, Logistics, Data Analysis, Equities, Mutual Funds, Financial Modeling, Investments, Portfolio Management, Asset Management, Finance
Education
Gettysburg College 2003 — 2007
B.A., Mathematics and Physics
Gonzaga College High School 1999 — 2003
Scott McKnight's Fortigent Experience August 2007 — February 2009
Job at
Industry Financial Services
Experience
Morgan Stanley March 2013 — Present
CH2M HILL July 2012 — Present
Johns Hopkins University June 2010 — August 2012
Fortigent August 2007 — February 2009
ups 2006 — 2007
Skills
Finance, Competitive Analysis, Financial Analysis, Bloomberg, Equities, Financial Modeling, Portfolio Management, Analysis, Investments, Economics, Valuation, Asset Allocation, Mergers, Strategic Planning, Budgets, Management, Human Resources, Accounting, Forecasting, Derivatives, Leadership, Hedge Funds, Risk Management, Project Management, Account Reconciliation, Securities, Corporate Finance, Asset Management, Investment Management, Strategic Financial..., Due Diligence, Alternative Investments, Business Analysis, Fixed Income, Access, Managerial Finance, Trading, Financial Services, Strategy, Microsoft Excel, Financial Reporting, Wealth Management, Financial Advisory, Business Process...
Education
Towson University 1998 — 2001
B.S., Economics
University of North Carolina at Wilmington 1995 — 1997
Economics
Gov. Thomas Johnson High School 1991 — 1995
N/A
Morgan Stanley March 2013 — Present
CH2M HILL July 2012 — Present
Johns Hopkins University June 2010 — August 2012
Fortigent August 2007 — February 2009
ups 2006 — 2007
Skills
Finance, Competitive Analysis, Financial Analysis, Bloomberg, Equities, Financial Modeling, Portfolio Management, Analysis, Investments, Economics, Valuation, Asset Allocation, Mergers, Strategic Planning, Budgets, Management, Human Resources, Accounting, Forecasting, Derivatives, Leadership, Hedge Funds, Risk Management, Project Management, Account Reconciliation, Securities, Corporate Finance, Asset Management, Investment Management, Strategic Financial..., Due Diligence, Alternative Investments, Business Analysis, Fixed Income, Access, Managerial Finance, Trading, Financial Services, Strategy, Microsoft Excel, Financial Reporting, Wealth Management, Financial Advisory, Business Process...
Education
Towson University 1998 — 2001
B.S., Economics
University of North Carolina at Wilmington 1995 — 1997
Economics
Gov. Thomas Johnson High School 1991 — 1995
N/A
Jessica Bollinger's Fortigent Experience October 2008 - April 2010
Job MSc Emerging Economies and Inclusive Development
Industry International Trade and Development
Experience
World Bank Treasury July 2015 - Present
The World Bank February 2015 - June 2015
University College London May 2014 - July 2014
Fortigent, LLC April 2010 - August 2013
Fortigent October 2008 - April 2010
Fortigent, LLC September 2007 - October 2008
Fortigent, LLC June 2006 - September 2007
Skills
International..., Emerging Markets, International Political..., Poverty Reduction, Industrial Policy, Bloomberg, Financial Modeling, SQL, Financial Analysis, Equities, Alternative Investments, Asset Allocation, Economics, Strategic Financial..., Fund Of Funds, Microsoft Office, Investments, Portfolio Management, Fixed Income, Hedge Funds, Axys, Analysis, Business Analysis, Due Diligence, Mutual Funds, Corporate Finance, Financial Services, Financial Reporting, Mergers & Acquisitions, Investment Advisory, Valuation, Asset Management, Investment Management, Investment Strategies, Wealth Management, Equity Research, Derivatives, Securities, Financial Advisory, Finance, Bonds, Risk Management, Strategy, Performance Measurement, Data Analysis, Private Equity, Wealth Management..., Performance Reporting, Leadership, Private Sector...
Education
King's College London, U. of London 2013 — 2014
Master of Science (MS), Emerging Economies and Inclusive Development, Distinction
American University 2002 — 2006
BA, Economics, International Relations, Magna Cum Laude
World Bank Treasury July 2015 - Present
The World Bank February 2015 - June 2015
University College London May 2014 - July 2014
Fortigent, LLC April 2010 - August 2013
Fortigent October 2008 - April 2010
Fortigent, LLC September 2007 - October 2008
Fortigent, LLC June 2006 - September 2007
Skills
International..., Emerging Markets, International Political..., Poverty Reduction, Industrial Policy, Bloomberg, Financial Modeling, SQL, Financial Analysis, Equities, Alternative Investments, Asset Allocation, Economics, Strategic Financial..., Fund Of Funds, Microsoft Office, Investments, Portfolio Management, Fixed Income, Hedge Funds, Axys, Analysis, Business Analysis, Due Diligence, Mutual Funds, Corporate Finance, Financial Services, Financial Reporting, Mergers & Acquisitions, Investment Advisory, Valuation, Asset Management, Investment Management, Investment Strategies, Wealth Management, Equity Research, Derivatives, Securities, Financial Advisory, Finance, Bonds, Risk Management, Strategy, Performance Measurement, Data Analysis, Private Equity, Wealth Management..., Performance Reporting, Leadership, Private Sector...
Education
King's College London, U. of London 2013 — 2014
Master of Science (MS), Emerging Economies and Inclusive Development, Distinction
American University 2002 — 2006
BA, Economics, International Relations, Magna Cum Laude
Daniel Bringle's Fortigent Experience 2004 - 2006
Job Associate at Advisory Research
Industry Financial Services
Experience
Advisory Research July 2013 - Present
Hillman Capital Management April 2006 - May 2012
Fortigent 2004 - 2006
Compass Financial Advisors 2004 - 2004
Skills
Portfolio Management, Investments, Equities, Performance Measurement, Middle Office, Asset Allocation, Investment Management, Trading, Finance, CRM, Management, Accounting, Account Reconciliation, Settlement, Alternative Investments, Bloomberg, Corporate Actions, NetX360, WealthCentral, SchwabInstitutional, Omgeo CTM, Mutual Funds
Education
Indiana University Bloomington
BS, Public Management
Indiana University Bloomington
Non-Profit/Public/Organizational Management
Advisory Research July 2013 - Present
Hillman Capital Management April 2006 - May 2012
Fortigent 2004 - 2006
Compass Financial Advisors 2004 - 2004
Skills
Portfolio Management, Investments, Equities, Performance Measurement, Middle Office, Asset Allocation, Investment Management, Trading, Finance, CRM, Management, Accounting, Account Reconciliation, Settlement, Alternative Investments, Bloomberg, Corporate Actions, NetX360, WealthCentral, SchwabInstitutional, Omgeo CTM, Mutual Funds
Education
Indiana University Bloomington
BS, Public Management
Indiana University Bloomington
Non-Profit/Public/Organizational Management
Jonathan Barbato, CAIA's Fortigent Experience April 2007 - 2008
Job Director of Manager Selection
Industry Investment Management
Experience
Geller Family Office Services LLC April 2009 - Present
Financial Services Professional January 2009 - October 2009
Fortigent April 2007 - 2008
Atlantic Trust 2003 - April 2007
Skills
Fund Of Funds, Technical Analysis, Precious Metals, Metals, CTAs, Hedge Funds, Equities, Economics, Emerging Markets, Commodity, Portfolio Management, Alternative Investments, Investments, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Writing, Venture Capital, Wealth Management, Asset Management, Mutual Funds, Investment Management
Education
Penn State University 1994 — 2000
BS, Economics
Loyola Blakefield 1990 — 1994
Loyola University Maryland
Geller Family Office Services LLC April 2009 - Present
Financial Services Professional January 2009 - October 2009
Fortigent April 2007 - 2008
Atlantic Trust 2003 - April 2007
Skills
Fund Of Funds, Technical Analysis, Precious Metals, Metals, CTAs, Hedge Funds, Equities, Economics, Emerging Markets, Commodity, Portfolio Management, Alternative Investments, Investments, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Writing, Venture Capital, Wealth Management, Asset Management, Mutual Funds, Investment Management
Education
Penn State University 1994 — 2000
BS, Economics
Loyola Blakefield 1990 — 1994
Loyola University Maryland
Colleen Thatcher's Fortigent Experience August 2010 - January 2012
Job Senior Vice President, Account Executive at FolioDynamix
Industry Financial Services
Experience
FolioDynamix January 2014 - Present
GXS January 2012 - January 2014
Fortigent August 2010 - January 2012
KeyBank October 2006 - August 2010
National City Bank July 2003 - October 2006
Morgan Stanley March 2002 - July 2003
Skills
SaaS, Cloud Computing, Enterprise Software, Solution Selling, Business Analysis, Financial Services, Securities, Integration, Professional Services
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Marketing
Colgate University 1997 — 2002
BA, French
FolioDynamix January 2014 - Present
GXS January 2012 - January 2014
Fortigent August 2010 - January 2012
KeyBank October 2006 - August 2010
National City Bank July 2003 - October 2006
Morgan Stanley March 2002 - July 2003
Skills
SaaS, Cloud Computing, Enterprise Software, Solution Selling, Business Analysis, Financial Services, Securities, Integration, Professional Services
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Marketing
Colgate University 1997 — 2002
BA, French
Bhaskara Petluri's Fortigent Experience February 2005 - October 2008
Job SharePoint Consultant at USPS OIG
Industry Computer Software
Experience
USPS OIG July 2010 - Present
REI Systems March 2009 - July 2010
Fortigent February 2005 - October 2008
iConnect Group January 2004 - February 2005
EMACS Technologies Inc January 2002 - January 2004
Netsource Communications Inc June 2000 - December 2001
NIIT February 1998 - April 2000
Skills
ASP.NET, C#, .NET, Microsoft SQL Server, VB.NET, Web Applications, Windows, WCF, SharePoint, LINQ, IIS, ADO.NET, Microsoft Office..., Oracle
Education
Osmania University 1993 — 1996
Bachelor of Scienece, Computer Science
Cuddapah, Andhra Pradesh, India 1991 — 1993
Intermediate, Mathematics, Physics and Chemistry
USPS OIG July 2010 - Present
REI Systems March 2009 - July 2010
Fortigent February 2005 - October 2008
iConnect Group January 2004 - February 2005
EMACS Technologies Inc January 2002 - January 2004
Netsource Communications Inc June 2000 - December 2001
NIIT February 1998 - April 2000
Skills
ASP.NET, C#, .NET, Microsoft SQL Server, VB.NET, Web Applications, Windows, WCF, SharePoint, LINQ, IIS, ADO.NET, Microsoft Office..., Oracle
Education
Osmania University 1993 — 1996
Bachelor of Scienece, Computer Science
Cuddapah, Andhra Pradesh, India 1991 — 1993
Intermediate, Mathematics, Physics and Chemistry
John Mastal's Fortigent Experience April 2007 - March 2013
Job Managing Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors March 2013 - Present
Fortigent April 2007 - March 2013
Vornado Realty Trust June 2002 - April 2007
Skills
Asset Managment, Wealth Management, High Net Worth..., Banking, Investments, Series 7, Financial Services, Investment Management, Financial Modeling, Investment Strategies, Fixed Income, Relationship Management, Securities, Trading, Finance, Hedge Funds, New Business Development, Investment Advisory, Asset Management, Financial Advisory, Equity Research, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Analysis, Strategic Financial..., Equities, Capital Markets, Derivatives, Portfolio Management, Bonds, Trusts, Bloomberg, Insurance, Asset Allocation, Series 63, Retirement Planning, Private Equity
Education
University of Richmond 1989 — 1993
BA, Economics and Communications
Gonzaga College High School 1987 — 1989
Mount Vernon HS
Convergent Wealth Advisors March 2013 - Present
Fortigent April 2007 - March 2013
Vornado Realty Trust June 2002 - April 2007
Skills
Asset Managment, Wealth Management, High Net Worth..., Banking, Investments, Series 7, Financial Services, Investment Management, Financial Modeling, Investment Strategies, Fixed Income, Relationship Management, Securities, Trading, Finance, Hedge Funds, New Business Development, Investment Advisory, Asset Management, Financial Advisory, Equity Research, Mergers & Acquisitions, Alternative Investments, Mutual Funds, Financial Analysis, Strategic Financial..., Equities, Capital Markets, Derivatives, Portfolio Management, Bonds, Trusts, Bloomberg, Insurance, Asset Allocation, Series 63, Retirement Planning, Private Equity
Education
University of Richmond 1989 — 1993
BA, Economics and Communications
Gonzaga College High School 1987 — 1989
Mount Vernon HS
Risa Fitzgerald-Fields's Fortigent Experience January 2008 - September 2009
Job Vice President Operations at Fortigent, LLC
Industry Financial Services
Experience
Fortigent, LLC March 2013 - Present
Fortigent, LLC September 2009 - March 2013
Fortigent January 2008 - September 2009
FOLIOfn August 2007 - December 2007
Fortigent LLC June 2004 - August 2007
Montgomery Investment Management May 1999 - January 2001
Marshfield Associates November 1996 - March 1999
Skills
Operations Management, Back Office, Performance Reporting, Portfolio Accounting, Financial Services, Mutual Funds, Management, Alternative Investments, Securities, Investments, Equities, Hedge Funds, Wealth Management, Asset Management
Education
Frostburg State University 1992 — 1995
Fortigent, LLC March 2013 - Present
Fortigent, LLC September 2009 - March 2013
Fortigent January 2008 - September 2009
FOLIOfn August 2007 - December 2007
Fortigent LLC June 2004 - August 2007
Montgomery Investment Management May 1999 - January 2001
Marshfield Associates November 1996 - March 1999
Skills
Operations Management, Back Office, Performance Reporting, Portfolio Accounting, Financial Services, Mutual Funds, Management, Alternative Investments, Securities, Investments, Equities, Hedge Funds, Wealth Management, Asset Management
Education
Frostburg State University 1992 — 1995
Alexander Baren's Fortigent Experience September 2008 - January 2009
Job Director of Integration and Strategic Planning at Finance of America Holdings
Industry Financial Services
Experience
Finance of America Holdings May 2015 - Present
Nationstar Mortgage January 2014 - May 2015
PwC August 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - September 2009
Fortigent September 2008 - January 2009
Marcus & Millichap May 2008 - August 2008
Katonah Arichitecural Hardware January 2005 - September 2006
Skills
Finance, Banking, Capital Markets, Valuation, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Equities, Strategy, Strategic Planning, Business Strategy, Cost Management, Financial Services, Credit, Risk Management, Management
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance, Cum Laude
The American University of Rome 2009 — 2009
Finance
Finance of America Holdings May 2015 - Present
Nationstar Mortgage January 2014 - May 2015
PwC August 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - September 2009
Fortigent September 2008 - January 2009
Marcus & Millichap May 2008 - August 2008
Katonah Arichitecural Hardware January 2005 - September 2006
Skills
Finance, Banking, Capital Markets, Valuation, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Equities, Strategy, Strategic Planning, Business Strategy, Cost Management, Financial Services, Credit, Risk Management, Management
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance, Cum Laude
The American University of Rome 2009 — 2009
Finance
Latisha Lane's Fortigent Experience April 2007 - January 2009
Job Team Leader Customer Service at Dimensions Healthcare System
Industry Financial Services
Experience
Dimensions Healthcare System July 2013 - Present
Aflac June 2012 - March 2013
Accountants International September 2006 - February 2013
Dimensions Healthcare System December 2011 - March 2012
Fortigent April 2007 - January 2009
Creig Northrop Long & Foster July 2006 - October 2006
Fort Myer Construction Corporation June 2005 - May 2006
Skills
Invoicing, Administrative..., Customer Service, Accounts Receivable, Account Reconciliation, Microsoft Excel, PowerPoint, Microsoft Office, Research, Data Entry, Management, Microsoft Word, Outlook, Team Leadership, Non-profits, Office Management, Teamwork, Public Speaking, Recruiting, Training, Employee Benefits, Supervisory Skills, Administration, Sales, Leadership, Editing, Software Documentation, Lotus Notes, Nonprofits, Administrative...
Education
Barry University 2001 — 2005
BA, Communication Studies
Dimensions Healthcare System July 2013 - Present
Aflac June 2012 - March 2013
Accountants International September 2006 - February 2013
Dimensions Healthcare System December 2011 - March 2012
Fortigent April 2007 - January 2009
Creig Northrop Long & Foster July 2006 - October 2006
Fort Myer Construction Corporation June 2005 - May 2006
Skills
Invoicing, Administrative..., Customer Service, Accounts Receivable, Account Reconciliation, Microsoft Excel, PowerPoint, Microsoft Office, Research, Data Entry, Management, Microsoft Word, Outlook, Team Leadership, Non-profits, Office Management, Teamwork, Public Speaking, Recruiting, Training, Employee Benefits, Supervisory Skills, Administration, Sales, Leadership, Editing, Software Documentation, Lotus Notes, Nonprofits, Administrative...
Education
Barry University 2001 — 2005
BA, Communication Studies
Christian Hamilton's Fortigent Experience May 2010 - August 2013
Job Manager, Operations at Fortigent, LLC
Industry Financial Services
Experience
Fortigent, LLC April 2012 - Present
Fortigent May 2010 - August 2013
Fortigent, LLC April 2008 - May 2010
Fortigent, LLC May 2006 - April 2008
Fortigent, LLC April 2005 - May 2006
Lydian Wealth Managament November 2004 - April 2005
Chase Home Finance July 2002 - October 2004
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Analysis, Mutual Funds, Alternative Investments, Analysis, Equities, Bloomberg, Asset Management, Financial Modeling, Hedge Funds, Financial Services, Management, Investment Management, Fixed Income, Investment Advisory, Financial Planning, Microsoft Office, Finance, Investment Strategies, Microsoft Excel, Series 7, Securities, Financial Advisory, Leadership, Business Analysis, Series 63, Retirement Planning
Education
McDaniel College 1998 — 2002
BA, Business Administration
Seneca Valley High School 1995 — 1998
Fortigent, LLC April 2012 - Present
Fortigent May 2010 - August 2013
Fortigent, LLC April 2008 - May 2010
Fortigent, LLC May 2006 - April 2008
Fortigent, LLC April 2005 - May 2006
Lydian Wealth Managament November 2004 - April 2005
Chase Home Finance July 2002 - October 2004
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Financial Analysis, Mutual Funds, Alternative Investments, Analysis, Equities, Bloomberg, Asset Management, Financial Modeling, Hedge Funds, Financial Services, Management, Investment Management, Fixed Income, Investment Advisory, Financial Planning, Microsoft Office, Finance, Investment Strategies, Microsoft Excel, Series 7, Securities, Financial Advisory, Leadership, Business Analysis, Series 63, Retirement Planning
Education
McDaniel College 1998 — 2002
BA, Business Administration
Seneca Valley High School 1995 — 1998
Answan Johnson's Fortigent Experience February 2006 - March 2012
Job Lead Operations Specialist at Fortigent, LLC
Industry Financial Services
Experience
Fortigent, LLC January 2014 - Present
Fortigent, LLC March 2012 - January 2014
Fortigent February 2006 - March 2012
Skills
Bloomberg, Leadership, Communication, Presentations, Problem Solving, Strategic Planning, Project Management, Data Analysis, Financial Analysis, Business Analysis, Equities, Research, Portfolio Management, Alternative Investments, Investment Advisory, Financial Modeling, Valuation, Wealth Management, Microsoft Excel, Hedge Funds, Investments
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2005
B.B.A, Finance
Morehouse College
Fortigent, LLC January 2014 - Present
Fortigent, LLC March 2012 - January 2014
Fortigent February 2006 - March 2012
Skills
Bloomberg, Leadership, Communication, Presentations, Problem Solving, Strategic Planning, Project Management, Data Analysis, Financial Analysis, Business Analysis, Equities, Research, Portfolio Management, Alternative Investments, Investment Advisory, Financial Modeling, Valuation, Wealth Management, Microsoft Excel, Hedge Funds, Investments
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2005
B.B.A, Finance
Morehouse College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY