Fortigent, LLC
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, LLC Employees
VIDA Fitness & Aura Spa 2014 - Present
Nutritionix February 2014 - June 2014
Fortigent, LLC June 2013 - January 2014
KMH Financial Services, LLC March 2013 - June 2013
Morgan Stanley Smith Barney August 2012 - January 2013
American Society for Nutrition 2011 - August 2011
USITC April 2010 - December 2010
J.P. Morgan October 2009 - December 2009
Institute of International Finance May 2009 - August 2009
Skills
Stata, Microsoft Office, Research, Emerging Markets, Economics
Education
American University 2010 — 2011
Bachelor's degree, Economics
Guilford College 2007 — 2010
Economics
Share Our Strength December 2013 - Present
Odell Simms & Associates March 2010 - November 2013
Fortigent LLC July 2006 - March 2010
US Department of Homeland Security June 2004 - August 2004
Skills
Fundraising, Strategic Planning, Event Planning, Research, Social Media, Leadership, Event Management, Proposal Writing, Management, Project Planning, Community Outreach
Education
Allegheny College 2002 — 2006
Bachelor of Arts, Political Science, Journalism and Economics
Fortigent, LLC May 2013 - Present
United Nations Foundation February 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, English, Windows, Team Leadership, Analysis, Financial Analysis
Education
American University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
Investment Company Institute July 2014 - Present
Fortigent, LLC June 2013 - August 2013
Skills
Microsoft Office, Finance, Customer Service, Data Analysis, Statistics, Teamwork, Microsoft Excel, PowerPoint, Financial Analysis
Education
University of Richmond 2010 — 2014
BSBA, Business Administration, Concentration in Finance
Barrington High School 2007 — 2010
engageSPARK: Voice IVR and SMS Text campaigns made EASY August 2015 - Present
DevQuest, LLC January 2012 - Present
Grameen Foundation June 2012 - August 2012
American Wind Energy Association June 2011 - December 2011
Fortigent, LLC 2011 - 2011
Department of Defense: 18th Support BN HQ December 2006 - January 2010
Defense Finance Accounting Office: 8th Finance BN December 2003 - January 2006
University of Michigan - Political Science Department January 2001 - May 2003
Skills
Public Policy, Program Management, Policy Analysis, International Relations, Data Analysis, Community Outreach, Research, Economics, Military, Leadership, Management Consulting, Policy, International..., Public Speaking, Strategic Planning, Nonprofits, Government, Project Management, Analysis
Education
Hebrew University 2010 — 2010
Arabic & Conflict Resolution
University of Michigan 1998 — 2002
Bachelor of Arts, Economics
Fortigent, LLC October 2011 - January 2014
Fortigent, LLC October 2009 - October 2011
Fortigent, LLC October 2007 - October 2009
Fortigent, LLC October 2005 - October 2007
Fortigent, LLC June 2002 - October 2005
Fortigent, LLC May 2001 - June 2002
Skills
Financial Analysis, Business Analysis, Revenue Analysis, Financial Forecasting, Financial Accounting, Business Operations, Account Management, Invoicing, Sales Operations, Revenue Forecasting, Accounts Payable, Accounts Receivable, Operations, Sales Support, Contracts Administrators, Sales Contracts, Contract Management
Education
American University - Kogod School of Business 1997 — 2001
Bachelor of Science, Business Administration
CNA Insurance July 2015 - Present
GEICO October 2014 - June 2015
GEICO June 2012 - October 2014
Revolution Prep May 2010 - December 2011
Fortigent, LLC June 2011 - August 2011
Skills
Microsoft Excel, Actuarial Science, Ratemaking, Data Analysis, VBA, Property & Casualty..., Statistics, Actuarial Exams, Microsoft Word, SAS, Accounting, Access, SQL, Time Management, Tutoring, Microsoft Publisher
Education
University of Pittsburgh 2008 — 2012
B.S. / B.A., Actuarial Mathematics / Economics, 3.96
Aerotek January 2015 - Present
Fortigent, LLC December 2012 - December 2013
Aerotek 2012 - December 2012
A & R Private Chefs September 2010 - 2012
Skills
Creative Concept Design, Data Entry, PowerPoint, Microsoft Word, Project Management, Sales, Customer Service, Social Media Marketing, Organization, Document Drafting, Money Management, Hands-on Training, Office Administration, Human Resources, Microsoft Office
Education
University of Maryland University College 2009 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, GPA 3.6
Middletown High School 2004 — 2008
High School, High School Diploma
SEI June 2015 - Present
SEI February 2014 - June 2015
Granite Capital May 2013 - December 2013
Pathstone Family Office May 2010 - May 2012
BRIDGEWATER WEALTH MANAGEMENT February 2009 - May 2010
Fortigent, LLC July 2008 - January 2009
WACHOVIA SECURITIES June 2007 - June 2008
SCORE! Educational Centers August 2005 - June 2007
Skills
Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Analysis, Financial Modeling, Asset Management, Hedge Funds, Finance, Portfolio Management, Bloomberg, Wealth Management..., Private Equity, Investment Management, Strategic Financial..., Leadership, Investment Strategies, Valuation, Fixed Income
Education
NEW YORK UNIVERSITY Leonard N. Stern School of Business, The Langone Program 2011 — 2014
Masters of Business Administration, Finance and Corporate Strategy
University of Maryland College Park 2001 — 2005
Bachelor of Science, Elementary Education
Tandigm Health September 2015 - Present
Deloitte April 2013 - September 2015
GMAC ResCap October 2011 - April 2013
Allbritton Communications (WJLA ABC 7. Politico) May 2008 - March 2011
The Carlyle Group March 2007 - May 2008
Fortigent, LLC October 2005 - March 2007
Skills
Financial Analysis, Financial Reporting, Excel, Budgeting, Financial Modeling, Accounting, Real Estate, Forecasting, Corporate Finance, Budgets, Variance Analysis
Education
The Catholic University of America 2001 — 2005
Bachelors of Art, Accounting
ZeroCater May 2015 - Present
Primal Palate LLC February 2013 - Present
Fortigent, LLC July 2011 - November 2012
Businessolver, Inc May 2010 - August 2011
Charlotte Russe June 2008 - May 2010
Congressional Constituent Office May 2008 - August 2008
Skills
Blogging, Salesforce.com, Microsoft CRM, Public Speaking, Copywriting, Relationship Management, Business Planning, Photoshop, Prezi, Social Media, Public Relations, Press Releases, Time Management
Education
Drake University 2007 — 2011
BA, Marketing
Valley Community High School
Diploma
Hostelling International USA April 2015 - Present
Fortigent, LLC May 2014 - April 2015
PM Hospitality Strategies, Inc. January 2014 - May 2014
Four Seasons Hotels and Resorts September 2012 - October 2013
Medifast Inc January 2011 - August 2011
Weil, Akman, Baylin & Coleman, P.A. November 2009 - April 2010
Skills
Management, Accounting, Accounts Receivable, Finance, Time Management, Teamwork, Training, Financial Statements, Microsoft Excel, Banking, Leadership, Microsoft Word, PowerPoint, Bank Reconciliation, Customer Service, Microsoft Office, Human Resources, Customer Satisfaction, Project Management, Financial Audits, Opera
Education
Oxford Brookes University 2011 — 2012
Master's degree, International Hospitality and Tourism Management, Merit
Stevenson University 2007 — 2011
Bachelor of Science, Business Administration (Minor in Accounting)
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
VEVO November 2012 - December 2014
Ascensus January 2012 - September 2012
Fortigent, LLC July 2011 - November 2011
Skills
Music Industry, Yield, Digital Media, Music, Digital Video, Video, Music Videos, Advertising, Yield Management, Revenue Analysis, Premieres, Record Labels, Microsoft Excel, Microsoft Word, Salesforce.com, Operative Dashboard, Google Analytics
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science (B.S.), Finance
Israel Discount Bank May 2015 - Present
LPL Financial September 2014 - May 2015
Fortigent, LLC October 2012 - September 2014
Keystone Asset Management, Inc July 2010 - September 2012
Robert W. Baird & Co. July 2007 - July 2010
Ferris Baker Watts December 2006 - July 2007
Skills
Investment Advisory, Financial Modeling, Bloomberg Terminal, Wealth Management, Financial Markets, Equities, Microsoft Excel, Asset Allocation, Fundamental Analysis, Microsoft Office, Microsoft Word, Technical Analysis, Stock Market, Investment Management, Statistical Data..., Momentum Trading, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Growth Strategies, VBA, ThomsonOne, Microsoft Office 2007, Microsoft CRM, Database Design, Axys, Value Investing, Growth Investing, Regression Analysis, Financial Forecasting, Series 65, Mutual Funds, Investments, Equity Research, Strategic Financial..., Valuation, Finance, Asset Management, Due Diligence, Bloomberg, Series 7, Risk Management, FactSet, Morningstar
Education
George Mason University 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
George Mason University - School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, General
ARPC June 2015 - Present
Fortigent, LLC February 2013 - June 2015
Landauer Games August 2011 - February 2013
Montgomery County Public Schools August 2004 - June 2012
Skills
C#, VB.NET, SQL, Visual Studio, Subversion, JavaScript, Knockout, C++, Public Speaking, Object Oriented Design, XML, JSON, JIRA, Team City, Music, Teaching, Writing, T-SQL, Agile Methodologies
Education
University of Maryland University College 2010 — 2012
BA, Computer Science, 4.0
University of Maryland 2004 — 2008
MA, Music Education
University of Maryland
BA, Music Education
Fortigent, LLC November 2000 - Present
Lydian Wealth Management November 2000 - January 2006
Skills
Mutual Funds, Alternative Investments, Wealth Management, Investment Management, High Net Worth..., Strategic Planning, Financial Services, Financial Advisory, Marketing Strategy, Marketing, Investments, Event Management, Investment Advisory, Leadership, Mergers & Acquisitions, Wealth Management..., Conference Coordination, Conference Organization, Finance, 401k, Securities, Asset Management, Retirement Planning
Education
The Catholic University of America 1987 — 1991
BA
NYC based Hedge Fund April 2015 - Present
NYC based Hedge Fund March 2012 - April 2015
Fortigent, LLC February 2011 - February 2012
Education
University of Pennsylvania
Envestnet, Inc May 2011 - Present
Fortigent, LLC July 2007 - May 2011
SEI Investments July 1992 - July 2007
Skills
Negotiation, Financial Services, Business Development, Wealth Management..., Wealth Management, Investments, Asset Managment, Mutual Funds, Complex Sales, Alternative Investments, Separately Managed..., Strategy, Asset Management, Financial Advisory, Management, Relationship Management, Asset Allocation, Investment Management, Life Insurance, High Net Worth..., Private Banking, Portfolio Management, Sales Management, Risk Management
Education
Bucknell University 1988 — 1992
BA, Economics
Sand Spring Advisors LLC January 2015 - Present
Fortigent, LLC July 2013 - December 2014
Sand Spring Advisors LLC & Harrington's Art Fund Management LLC October 2012 - June 2013
Glenrock Asset Management October 2007 - October 2012
Sand Spring Advisors LLC / Weston Capital Management LLC December 1999 - October 2007
Princeton Economic Institute July 1998 - September 1999
Societe Generale August 1995 - July 1998
Barclays Bank April 1993 - June 1995
Discount Corp Of New York January 1993 - March 1993
J. Aron Goldman Sachs March 1989 - November 1992
Skills
Hedge Funds, Trading, Asset Allocation, Alternative Investments, Global Macro, Managed Futures, Asset Managment, Portfolio Management, Equities, Investments, Equity Research, Proprietary Trading, Asset Management, Valuation, Derivatives, Options, Capital Markets, Financial Markets, Foreign Exchange, Bloomberg, Currency, FX Options, Banking, Commodity, Securities
Education
Princeton University 1977 — 1981
AB, The Woodrow Wilson School of Intl & Public Affairs
Deerfield 1973 — 1977
high school diploma, Liberal Arts and Sciences/Liberal Studies
School Year Abroad in France 1975 — 1976
diploma of completed study, French Language and Literature
Buckley
AOTA June 2013 - January 2015
Silk Bijoux March 2012 - June 2013
Lockheed Martin sub contract with Belcan March 2012 - July 2012
TRAK Services September 2011 - March 2012
TRAK Services August 2011 - March 2012
Fortigent, LLC July 2010 - August 2011
Imagination Stage, Inc. August 2010 - October 2010
African Continuum Theater Co March 2010 - June 2010
Silk Bijoux March 2004 - March 2010
WICKED The Musical August 2009 - November 2009
Skills
Management, PowerPoint, Training, Outlook, SharePoint, Teaching, Marketing, Human Resources, Editing, Theatre, Public Speaking, Microsoft Excel, Customer Service
Education
Otterbein College 2007 — 2009
Bachelors Of the Arts, Theatre Management
Montgomery College 2005 — 2007
Associate of Arts, General Studies
Northwest High Schol 2001 — 2005
ARPC November 2014 - Present
LPL Financial March 2014 - October 2014
LPL Financial February 2013 - March 2014
Fortigent, LLC August 2009 - February 2013
Fortigent, LLC August 2008 - August 2009
Fortigent, LLC August 2007 - 2008
Fortigent, LLC January 2006 - August 2007
National Association of Home Builders June 2005 - August 2005
Skills
Business Analysis, Agile Project Management, Mindfulness, Creative Writing, Creative Problem Solving, Collaborative Leadership, User Acceptance Testing, Test Cases, Software Project..., Financial Services, Workshop Facilitation, Brainstorm Facilitation, Team Facilitation, SQL, Microsoft Excel, Portfolio Accounting, Performance Reporting, Yoga, Visio, Microsoft Word, WordPress, Software Product..., Business Requirements, Scrum, User Stories, Analysis, Agile Methodologies, Lean Startup, Economics, Use Case Analysis, Cross-functional Team..., Portfolio Management, Investments, Requirements Analysis, Finance, Problem Solving, Project Management, Management
Education
University of Maryland College Park 2003 — 2005
Bachelor of Arts (BA), Economics
University of Richmond 2001 — 2002
Economics
Glenmede Investment Management LP November 2012 - Present
Advisors Asset Management, Inc. April 2008 - July 2012
Fortigent, LLC July 2007 - March 2008
Natixis Global Associates January 2006 - March 2007
Natixis Global Associates March 2003 - January 2006
Merrill Lynch - Managed Solutions Group January 2001 - March 2003
Skills
Sales Management, Key Account Management, Strategic Partnerships, New Business Development, Strategic Thinking, Team Leadership, Sales Hiring, Mutual Funds, Separately Managed..., ETFs, Alternative Investments, Mentoring Of Staff, Sales, Investment Advisory, CIMA, Sales Presentations
Education
Elizabethtown College 1987 — 1991
BS, Finance
Fortigent, LLC October 2011 - June 2014
Wilson/Bennett Capital Management, Inc. July 2011 - October 2011
Cardinal Trust & Investments July 2009 - October 2011
Cardinal Trust and Investments July 2009 - July 2011
Wilson/Bennett Capital Management, Inc. July 2009 - July 2011
Oxford Oil Company May 2008 - August 2008
Park National Bank 2006 - 2008
Espalier June 2007 - July 2007
Skills
Passed CIPM Principles..., Proficient in Microsoft..., Proficient in Axys 3.8,..., Bloomberg, Fixed Income, Finance
Education
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science, Finance
Lehigh in London 2007 — 2007
Bachelor of Science (BS), Finance
University of Denver - Sturm College of Law
Fortigent, LLC February 2013 - March 2014
DSS HOA 2006 - 2014
ISG Solutions March 2012 - May 2012
US Patent and Trademark Office September 2007 - April 2008
Texas Instruments (Broadband Communications Group - Telogy Networks) January 2001 - November 2002
Hughes Network Systems January 1993 - March 2001
NovAtel Communications Ltd January 1989 - January 1992
Amdahl Communications Inc January 1987 - January 1989
Skills
C#, Testing, Java, C++, Start-ups, Integration, Wireless, Subversion, Perl
Education
University of Maryland University College 2014 — 2015
BSc, Computer Science, GPA 4.0 (first 7 classes)
The University of British Columbia 1977 — 1984
BASc, Engineering Physics
Continuing Ed 2011 — 2012
non-degree courses, electrical engineering and software related courses
Montgomery College 2011 — 2012
TechLEAP, TechLEAP S/W Retraining - programming track
U of Waterloo 1988 — 1989
incomplete, Management science in engineering
EY June 2015 - Present
Office of the Comptroller of the Currency June 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2013
Fortigent, LLC June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Project Management, Teamwork, Research, Financial Analysis
Education
University of Maryland College Park 2011 — 2016
Bachelor of Science (B.S.), Accounting
Wilshire Associates 2015 - Present
Fortigent, LLC 2012 - 2015
Fortigent, LLC 2012 - 2015
J.P. Morgan 2010 - 2011
Fidelity Investments 2005 - 2010
Education
Wharton School, University of Pennsylvania
CIMA
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (BS)
Loyola Blakefield
Your Part-Time Controller, LLC September 2015 - Present
Deloitte & Touche September 2011 - September 2015
Deutsche Bank July 2010 - August 2011
Deloitte & Touche September 2005 - July 2010
Fortigent, LLC 2002 - 2005
Skills
Due Diligence, Mergers & Acquisitions, Bank Mergers, US GAAP, Brokerage, Financial Analysis, Corporate Finance, Business Valuation, Internal Controls, CPA, Accounting, Strategy, Financial Reporting, Banking, Auditing, Finance, Investment Banking, GAAP, External Audit, SEC filings, Private Equity, Financial Services, Financial Structuring, Internal Audit, Securities, Financial Modeling, IFRS, Sarbanes-Oxley Act
Education
American University
BSBA, Accounting and Finance
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
Global Wireless Solutions, Inc. November 2013 - Present
Fortigent, LLC June 2013 - September 2013
Skills
C#, .NET, C, C++, CCNA, Networking Protocol, Telecommunications, Wireshark, Routing Protocols, TCP/IP, OSPF, Linux, Network Engineering, Wireless Networking, Wireless, Debugging
Education
University of Maryland College Park 2011 — 2013
master, telecommunication
Hei Bei University of Technology China 2007 — 2011
Bachelor's degree, Telecommunications Engineering, 3.3
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company March 2014 - Present
Fairfax Holdings Limited September 2011 - June 2013
Odyssey Re May 2010 - July 2011
Academy Securities, Inc. May 2010 - September 2010
Camulos Capital February 2008 - September 2008
Fortigent, LLC July 2006 - January 2008
Oppenheimer and Co., Inc. 1991 - 2006
Morgan Keegan and Company 1986 - 1991
Skills
Investments, Life Insurance, Alternative Investments, Asset Management, Hedge Funds, Equities, Financial Services, Estate Planning, Retirement, Retirement Planning, 401k Rollovers, Life Insurance..., Insurance, Securities, Fixed Income, Mutual Funds, Personal Finance, Management, Risk Management, Asset Protection, Annuity Sales, Gifting Strategies, Wealth Preservation..., FINRA, Financial Modeling, Lifetime Income..., Supplements to Employee...
Education
University of Massachusetts, Amherst 1974 — 1980
Legal Studies
Northfield Mount Hermon School 1969 — 1974
Deloitte September 2015 - Present
Aroy Thai October 2014 - July 2015
Unwritten May 2014 - May 2015
Chortek LLP September 2013 - January 2014
Macy's 2014 - 2014
Olympia Sports May 2012 - September 2013
Fortigent, LLC July 2013 - August 2013
University of Maryland August 2012 - May 2013
Consignments by Judi Coyle June 2012 - August 2012
Julians Hair Designers April 2011 - August 2011
Skills
Microsoft Office, Photoshop, Digital Photography, Yearbook, InDesign, Visio, Microsoft Excel, Calculus, Sports, Sales, Retail Sales, merchand, Facebook, Customer Service, Event Planning, Social Media, Blogging, Public Speaking, Student Leadership, Fundraising, Social Networking, Nonprofits, Loss Prevention, Apparel, Store Operations, Cashiering, Inventory Management, Footwear, Inventory, Retail, PowerPoint, Microsoft Word, Teamwork, Leadership, Management, Advertising, Fashion, Event Management, Editing, Accounting, Communication, Financial Analysis, Social Media Marketing, Marketing, Project Management, Business Process..., Critical Thinking, Professional..., Training, Business Strategy
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Accounting
Denton Hardscapes July 2012 - Present
Fortigent, LLC October 2009 - June 2012
Fortigent, LLC June 2006 - September 2009
Skills
Business Strategy
Education
Allegheny College 2002 — 2006
Bachelor's degree, Managerial Economics
Accenture Strategy November 2014 - Present
Accenture Strategy May 2014 - November 2014
Accenture July 2012 - April 2014
Georgetown University August 2011 - June 2012
Fortigent, LLC June 2011 - August 2011
Bank of America Merrill Lynch May 2010 - December 2010
Georgetown Center for Social Justice September 2009 - December 2009
Fine Venture Partners, LLC June 2008 - August 2009
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Program Management, Valuation, Finance, Access, Capital Markets, Corporate Finance, Due Diligence, Alternative Investments, Management Consulting, Business Strategy, Business Process Design, Business Process..., Business Analysis, Strategy, Leadership, Economics, Analysis, Portfolio Management, Data Analysis, Microsoft Excel, Investments, Equities, CRM
Education
Georgetown University 2008 — 2012
BA, Magna Cum Laude, Economics, Philosophy, Spanish
Universidad Pontificia Comillas 2011 — 2011
Bachelor of Arts (BA), Economics, Philosophy
Robbins Gioia March 2012 - Present
Fortigent, LLC August 2010 - January 2012
Fortigent, LLC October 2007 - August 2010
Capital One (formerly Chevy Chase Bank) March 2005 - October 2007
NBAC National Business and Accounting Consultants Corporation June 2006 - August 2006
Skills
Analysis, Risk Management, Financial Reporting, Microsoft Excel, Leadership, Forecasting, Management, Business Case Analysis, Earned Value Management, Portfolio Management, Business Process..., Financial Analysis, Management Consulting, Change Management, Business Process, Finance, Program Management
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Bronfman E.L. Rothschild June 2015 - Present
LPL Financial (formerly Fortigent LLC) June 2014 - May 2015
Fortigent, LLC January 2007 - June 2014
Lydian Wealth Management (became Fortigent LLC) August 2005 - January 2007
Harley-Davidson Motor Company June 2001 - February 2002
Merrill Lynch September 1999 - June 2000
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Due Diligence, Alternative Investments, Analysis, Fixed Income, Financial Analysis, Hedge Funds, Wealth Management, Financial Modeling, Bloomberg, Asset Management
Education
University of Maryland College Park 2003 — 2004
BS
Drexel University 2000 — 2002
BS
MedImmune February 2014 - Present
SenecaOne August 2012 - February 2014
Fortigent, LLC June 2006 - August 2012
Central Pension Fund July 1990 - June 2006
Skills
Outlook, Microsoft Excel, Research, Microsoft Office, PowerPoint, Community Outreach, Customer Service, Training, Management, Team Building, Sales, Leadership, Event Planning
Education
Howard University 1986 — 1991
Bachelor of Science (BS), Human Development
Wells Fargo Corporate Trust Services April 2015 - Present
Fortigent, LLC August 2014 - April 2015
Liquidity Services, Inc June 2014 - August 2014
Morgan Properties Group, LLC August 2011 - December 2013
China Everbright Bank November 2009 - December 2009
Hengshan capital management incorporation July 2008 - September 2009
Skills
Finance, Management, Sales, Real Estate, Loans, Financial Analysis, Market Research, Banking, Microsoft Excel, Time Management, Budgets, Forecasting, Analysis, Portfolio Management, Investment Properties, Business Analysis, Corporate Finance, Business Intelligence, Account Reconciliation
Education
Illinois Institute of Technology 2010 — 2012
Master's degree, Finance, 3.5
Guangdong University of Foreign Studies 2006 — 2010
BA, economics, 3.33
Fortigent, LLC May 2013 - Present
Suffolk County Community College August 2012 - May 2013
Skills
Microsoft Excel, Economics, Data Analysis, Finance, Wealth Management, Asset Allocation, Portfolio Management, Financial Analysis, Asset Management
Education
St. Mary's College of Maryland 2008 — 2012
Bachelor's degree, Economics
Fortigent, LLC May 2006 - Present
Skills
Finance, Mutual Funds, Microsoft Word, Microsoft Office, Project Management, Analysis, Financial Services, Microsoft Excel, Financial Analysis, Data Analysis, Leadership, Public Speaking, Customer Service, PowerPoint, Due Diligence, Financial Planning
Education
University of Maryland College Park 2001 — 2005
Bachelor's degree, Economics
Northern Trust January 2013 - Present
KPMG August 2010 - November 2012
KPMG June 2009 - August 2009
Fortigent, LLC June 2008 - August 2008
Skills
Financial Analysis, SEC filings, Financial Reporting, Financial Modeling, Financial Accounting, Financial Risk, Treasury Services, Asset Managment, Investments, Derivatives, Hedging, Loans, Debt Management, Equity Valuation, DCF Valuation, Business Valuation, Fair Market Value, Capital Markets, Financial Regulation, Risk Assessment, Internal Controls, Banking, Portfolio Management, Equities, Auditing, Valuation, Asset Management
Education
American University - Kogod School of Business 2009 — 2010
Master of Science, Accounting
American University 2005 — 2009
BSBA, Finance, Accounting
Potomac River Capital, LLC May 2015 - Present
Fortigent, LLC October 2012 - May 2015
Investment Banking Institute November 2012 - November 2012
Wells Fargo Advisors - Private Client Group June 2011 - August 2011
Skills
Critical Thinking, Team Leadership, Investment Research, Financial Modeling, Portfolio Management, Financial Valuation, Mutual Funds, Hedge Funds, Due Diligence, Alternative Investments, Global Equities, Fund Of Funds, Microsoft Office, Microsoft Excel, FactSet, Bloomberg Terminal, Morningstar Direct, eVestment, Writing, Public Speaking, Non-profits, Economics, Financial Reporting, Event Planning, Valuation, Statistics, Event Management, Forecasting, Teaching, Editing, Data Analysis, Microsoft Word, Social Networking, Accounting, Mergers, Financial Analysis, Policy Analysis, DCF, Analysis
Education
St. Mary's College of Maryland 2008 — 2012
Bachelor of Arts (B.A.), Economics and Political Science
Calvert Hall College High School 2004 — 2008
Diploma, College Prep
AppDirect September 2012 - Present
Keefe, Bruyette & Woods, Inc. January 2010 - July 2012
Keefe, Bruyette & Woods, Inc. July 2007 - December 2009
Fortigent, LLC May 2006 - August 2006
Convergent Wealth Advisors June 2005 - August 2005
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Business Strategy, Finance, Investments, Valuation
Education
Amherst College 2004 — 2007
B.A., Economics, Psychology
University of South Carolina Upstate 2002 — 2004
Business Administartion
CoStar Group 2009 - Present
Fortigent, LLC 2008 - 2009
Octagon Global Marketing Firm 2006 - 2006
Skills
Investments, Analytics, Analysis, Financial Modeling, Financial Services, Marketing, Financial Analysis, Wealth Management
Education
Ohio University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Ohio University 2003 — 2007
Bachelor's degree, Psychology
Capital One January 2015 - Present
Capital One October 2012 - January 2015
The Edgar Lomax Company May 2011 - August 2011
University of Maryland Football Program December 2010 - May 2011
Fortigent, LLC September 2010 - December 2010
Harman Custom Design and Build July 2004 - June 2010
Skills
Portfolio Management, Cross-functional Team..., Financial Analysis, Valuation, Investments, Strategy, Leadership, Management, Finance, Financial Modeling, Data Analysis, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
MBA, Finance, 3.75
University of Maryland - Robert H. Smith School of Business 2003 — 2008
B.S., Finance and International Business
ScienceLogic February 2015 - Present
Fortigent, LLC June 2011 - February 2015
Computer Access LLC January 2011 - May 2011
Rosetta Stone June 2009 - December 2010
OPNET Technologies, Inc. August 2005 - April 2009
Allegent Technology Group June 2004 - August 2005
Network Solutions / Verisign March 2000 - June 2004
Integrated Chipware December 1999 - March 2000
NASD September 1997 - December 1999
V-One Corporation May 1997 - September 1997
Skills
Test Planning, SDLC, Test Cases, Selenium, Test Automation, WatiN Unit Testing..., Test Management, C#, Scrum, Software Quality..., Linux, Web Applications, ClearCase, Testing, Unix, Quality Assurance, Oracle, Requirements Analysis, SQL, System Testing, Manual Testing, Software Development, Agile Methodologies, Java, .NET
Education
Loyola College
M.Sc., Physics
Old Dominion University
MS, Computer Science
University of Madras
B.Sc., Physics
United States Department of Defense February 2013 - February 2014
Fortigent LLC August 2012 - October 2012
MedImmune an AstraZeneca Company August 2001 - June 2012
Mellon Bank 1995 - 2008
Skills
MS Office 2010, MS Office 2007, Wordperfect, Internet, Intranet, Concur, Working knowledge of..., Notary Public for..., Type: 75 WPM, AXIOM, Pharmaceutical Industry, Regulatory Submissions, GMP, Administrative..., Clinical Trials, Sop, Regulatory Affairs, Document Management, Microsoft Office 2007, FDA, Documentum, Biotechnology, Office 2010, GCP, Clinical Development, Drug Development, Change Control, Clinical Research, GLP, Validation, Oncology, Administrative..., CRO, 21 CFR Part 11, CAPA, Software Documentation, Microsoft Office, Time Management, Confidentiality
Education
Frederick Community College
Business Administration (currently enrolled)
Defense Acquisition University (DAU)
CON 100 (Shaping Smart Business Arrangements)
Defense Acquisition University (DAU)
ACQ 101 (Fundamentals of Systems Acquisition Management)
Fortigent, LLC August 2006 - Present
Laresen & Toubro Infotech LTD. May 2006 - August 2006
Satyam Computer services Limited 2002 - 2006
Optimum Solutions (S) Pte Ltd, Singapore October 2000 - March 2001
Satlinks Net Services Pvt.Ltd. May 1998 - August 2000
Skills
Testing, SDLC, Requirements Analysis, Agile Methodologies, Software Project..., SOA, Web Services, Oracle, Scrum, Business Analysis, Test Automation, SQL, Quality Center, XML, PL/SQL
Education
Koneru Lakshmaiah College of Engineering 1994 — 1998
govt polytechnic, nizamabad 1989 — 1993
Diploma in Mechanical Engg
Greystar December 2014 - Present
The Carlyle Group July 2013 - December 2014
The Carlyle Group November 2012 - July 2013
Fortigent, LLC June 2011 - November 2012
Skills
Portfolio Management, Financial Reporting, Excel, US GAAP reporting, Financial Accounting, Private Equity, Microsoft Excel, Investments, Management
Education
University of Tennessee 2010 — 2011
Accounting
College of Charleston 2006 — 2010
BS, Accounting
AcademyOne, Inc. February 2015 - Present
Applied Information Sciences November 2013 - February 2015
Fortigent, LLC May 2011 - November 2013
123Print.com May 2010 - March 2011
Metrico Wireless June 2007 - April 2010
CustomInk August 2002 - April 2007
Globix Corp. July 2000 - May 2002
Skills
Agile Methodologies, Software Development, C#, .NET, JavaScript, Microsoft SQL Server, HTML, Web Services, jQuery, SQL, Scrum, Web Applications, AJAX, ASP.NET, XML, IIS, CSS, UX, Ruby
Education
Penn State University 1996 — 2000
BS, Operations and Information Systems Management
Fortigent, LLC March 2014 - August 2015
GlobeOp Financial Services October 2011 - November 2013
Stamford Board of Education September 2010 - September 2011
Paramount Equity Partners LLC December 2009 - September 2010
PTG Capital May 2008 - November 2009
GlobeOp Financial Services July 2005 - May 2008
Brown Brothers Harriman April 2002 - July 2005
Skills
Hedge Funds, Equities, Corporate Actions, Alternative Investments, Private Equity, Derivatives, Fixed Income, Investor Relations, Bloomberg, Mutual Funds, Options, Securities, Financial Services, Capital Markets, Fund Of Funds, Due Diligence, Regulatory Compliance, Anti Money Laundering
Education
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance, International Relations
National Institute of Standards and Technology April 2015 - Present
Fortigent, LLC June 2014 - February 2015
National Institute of Standards and Technology May 2010 - February 2014
Skills
Programming, C#, JavaScript, .NET, Node.js, Java, VB.NET, ASP.NET MVC, AngularJS, C, KnockoutJS, jQuery, Ruby, Shell Scripting, Microsoft Office, Photoshop, Perl, PHP, HTML, XML, OCaml, Linux, Windows, Algorithms, Data Structures, Software Engineering, MVC, Scrum, SQL
Education
University of Maryland College Park 2010 — 2014
BS, Computer Engineering
CBRE May 2015 - Present
Aramark June 2014 - May 2015
Operating Engineers Local 99 November 2013 - January 2014
EMCOR Facilities Services October 2008 - October 2013
Fortigent LLC August 2007 - June 2008
Etrade Financial June 2006 - August 2007
Fidelity Investments March 1999 - June 2006
Fidelity Investments January 1999 - June 2001
Skills
Human Resources, Analysis, Team Building, Employee Relations, Customer Service, Vendor Management, Process Improvement, Facilities Management, Leadership, Microsoft Excel, Training, Employee Benefits, Financial Analysis, Team Leadership, Research, Marketing, Microsoft Office, Business Analysis, Software Documentation, Union Labor, PowerPoint, Union Agreements, Employee Training, Hands-on Training, Database Administration, Data Validation, Investments, Building Relationships, Maintaining Procedures, Property Management
Education
Northeastern University 1996 — 2001
Bachelor of Science (B.S.), Sociology
Fortigent, LLC October 2012 - Present
Fortigent, LLC July 2010 - October 2012
Paychex October 2009 - July 2010
Paychex December 2007 - October 2009
Mutual of Omaha May 2007 - October 2007
Skills
Financial Analysis, Analysis, Budgets, Finance, Accounting, Insurance, Financial Markets, Leadership, Series 7, Series 63, 401k, Financial Modeling, Business Analysis, Equities, Financial Services, Microsoft Excel, Microsoft Office, Management, Program Management, Process Improvement, Account Reconciliation
Education
University of Oklahoma - Price College of Business 2004 — 2006
BBA, Finance
The University of Georgia 2002 — 2004
Finance, Finance
Fortigent, LLC May 2015 - Present
LPL Financial September 2014 - May 2015
LPL Financial January 2014 - September 2014
Wells Fargo October 2012 - January 2013
Enviowash 2009 - 2011
The Principal Financial Group/Granite Securities September 2004 - June 2008
Arbor Management October 2003 - July 2004
Neuberger Berman December 2000 - April 2003
Neuberger Berman February 1998 - December 2000
Neuberger Berman March 1996 - February 1998
Skills
Investments, Management, Securities, Financial Services, Asset Managment, PowerPoint, Microsoft Excel, Portfolio Management, Microsoft Office, Trading, Asset Allocation, Hedge Funds, Leadership, Microsoft Word, Mutual Funds
Education
Adelphi University 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Fortigent, LLC March 2013 - Present
NRECA June 2010 - August 2010
Skills
Microsoft Office, Leadership, Social Networking, Research, Strategic Planning, Facebook, Databases, Teamwork, Database Entry, Leading By Example, Organizational..., People Skills, Online Research, Data Analysis, SQL, Document Review, Customer Service, Client Relations, Microsoft Excel
Education
Christopher Newport University 2008 — 2012
Bachelor of Arts (BA), History
Christopher Newport University 2008 — 2012
Bachelor of Arts, History
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
Freddie Mac November 2014 - Present
Freddie Mac December 2011 - November 2014
Freddie Mac June 2009 - December 2011
Freddie Mac May 2006 - May 2009
Fortigent, LLC 2003 - 2006
Fortigent, LLC 2000 - 2003
Reichhold Chemicals August 1998 - August 2000
North Carolina State University September 1995 - May 1998
Skills
Change Management, Vendor Management, Business Transformation, Financial Analysis, PMP, MS Project, Management, Cross-functional Team..., Program Management, Business Analysis, SDLC, Requirements Analysis, Negotiation, Contract Management, Infrastructure Projects, Customer Negotiations, Business Analytics, Business Strategy, Web Services, Performance Reporting, Business Case, Collaboration Solutions, Business Process Design, Microstrategy, Business Relationship..., SLA, ITIL, Outsourcing Management, Training/Mentoring, Technology Contracts, Cross-group..., Timeline Management, Collections, Scrum, Credit Management, Team Management, Project Portfolio..., Business Process..., Risk Management, PMO
Education
North Carolina State University 1993 — 1998
B.S., Materials Science and Engineering
Dartmouth College - The Tuck School of Business at Dartmouth
Wireless Ventures USA October 2008 - October 2009
Job Continenet April 2008 - July 2008
Fortigent, LLC November 2006 - March 2008
Spirent Communications plc November 1989 - June 2006
ANT August 1987 - September 1989
Hughes Network Systems 1977 - 1987
Hughes Network Systems 1977 - 1987
Skills
Agile Methodologies, Telecommunications, XML, Software Project..., Software Development, Software Engineering
Education
Johns Hopkins University, Whiting School of Engineering 1990 — 1995
MS
University of Maryland University College 1984 — 1989
BS
Capture Education May 2015 - Present
Citi Financial Services via RMS Corp January 2014 - March 2015
Discovery Communications July 2008 - June 2013
Fortigent LLC August 2007 - December 2007
Skills
Business Analysis, Project Management, SharePoint, Process Improvement, SQL, Visio, Requirements Analysis, Requirements Gathering, Business Intelligence, Agile Methodologies, Management, Access, Microsoft SQL Server, SDLC, Business Process..., Business Process, PMO, Analysis, Contract Management, Data Analysis, Microsoft Excel, Microsoft Office, PMP, Project Portfolio..., Team Management, MS Project, Program Management, Software Project..., Vendor Management
Education
The George Washington University - School of Business 2007 — 2009
Masters Degree, Project Management
Fairleigh Dickinson University-Metropolitan Campus 2005 — 2006
Masters Degree, Management Info Systems
University of Lagos 1999 — 2004
BS, Computer Science
Queen's College Lagos 1992 — 1998
High School Diploma, Sciences
Morgan Stanley Wealth Management February 2014 - Present
Wells Fargo Advisors May 2011 - February 2014
Waddell Group May 2010 - February 2011
Fortigent, LLC December 2007 - April 2009
Edelman Financial January 2007 - December 2007
D.A. Davidson & Co. November 2004 - December 2006
Skills
Mutual Funds, Analysis, Investments, Financial Analysis, Portfolio Management, Finance
Education
Eastern Washington University 2004 — 2006
Bachelors, Social Science
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
Envestnet, Inc January 2015 - Present
Envestnet, Inc February 2011 - Present
Fortigent, LLC February 2006 - February 2011
Convergent Wealth Advisors (Formerly Lydian Wealth Management/CMS Financial Services) June 1998 - February 2006
Riggs Bank December 1996 - June 1998
Skills
Wealth Management, Financial Advisory, Alternative Investments, High Net Worth..., Mutual Funds, Investments, Asset Management, Investment Advisory, Asset Allocation, Asset Managment, Client Services, Series 7, Hedge Funds, Wealth Management..., Investment Strategies, Investment Management, Securities, Portfolio Management, Trading, Series 63, Financial Services, Equities, Retirement Planning, Fixed Income, Financial Planning, Finance, Global Business..., Global Investment..., Institutional Sales, International Financial..., Mobile Technology, Financial Technology, International Sales, International Investment
Education
University of Nevada-Reno 1991 — 1995
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Business Financial Services May 2015 - Present
Fortigent, LLC January 2010 - May 2015
Sprint February 2009 - December 2009
Altair Advisers October 2007 - January 2009
Fortigent, LLC May 2003 - October 2007
Skills
Financial Modeling, Alternative Investments, Equities, Bloomberg, Asset Allocation, Valuation, Financial Analysis, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Asset Managment, Wealth Management, Fixed Income, Equity Research, Financial Services, Finance, Microsoft Excel, Leadership, Analysis
Education
American University 1999 — 2003
BS, Finance
American University - Kogod School of Business 1999 — 2003
BS, Finance, General
LPL Financial June 2015 - Present
Fortigent, LLC January 2004 - June 2015
Lydian Wealth Management April 1999 - January 2004
Investment Company Institute April 1997 - April 1999
NASDAQ November 1992 - April 1997
Skills
Mutual Funds, Finance, Alternative Investments, Investment Advisory, Asset Allocation
Education
Indiana University of Pennsylvania 1986 — 1990
BS, Finance
Valley High School 1982 — 1986
LPL Financial March 2015 - Present
Fortigent, LLC January 2008 - March 2015
JPMorgan Chase September 2006 - January 2008
City Of Chandler August 2005 - September 2006
Hewlett-Packard April 2003 - June 2005
NeuraTek SDN BHD February 2001 - March 2003
Softline MediaTech April 2000 - January 2001
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, SharePoint, XML, SSIS, IIS, Business Intelligence, T-SQL, WCF, Data Warehousing, Analysis Services, SSRS, SDLC, Requirements Analysis, Agile Methodologies, Continuous Integration
Education
Kakatiya University 1997 — 2000
M.C.A, Computer Applications
University of Madras 1997 — 2000
Masters in Computer applications, Computer Science
Kaiser Permanente May 2014 - Present
Biocom Purchasing Group January 2013 - February 2014
Fortigent, LLC April 2012 - January 2013
Fortigent, LLC December 2007 - April 2012
Fortigent, LLC April 2007 - December 2007
Fortigent, LLC December 2005 - April 2007
Cary Institute of Ecosystem Studies May 2005 - November 2005
Binghamton University, Psychopharmacology and Behavior Lab August 2004 - May 2005
Skills
CRM Software, Advent Axys and..., SQL database queries, Good Clinical Practices, Data Management, Team Leadership, Financial Statements, Training, Bloomberg, Analysis, Microsoft Excel, Research, Alternative Investments, Performance Reporting, SQL, Axys, Hedge Funds, Data Analysis, Salesforce Administrator, Salesforce Training, Business Analysis, Finance, Financial Analysis, Management
Education
State University of New York at Binghamton 2001 — 2005
Bachelor of Science, Psychobiology
UC San Diego, Extension 2011 — 2011
Regulatory Affairs Essentials
MTX Wealth Management December 2012 - Present
MTX Wealth Management July 2008 - December 2012
Fortigent, LLC 2006 - May 2008
Lydian Wealth Management 1998 - 2006
Enterprise Rent A Car 1993 - 1998
Education
Towson University 1986 — 1990
B.S., Marketing
Atlantic Media April 2013 - Present
Atlantic Media April 2012 - April 2013
Atlantic Media Company 2011 - April 2012
Atlantic Media Company 2010 - 2011
Fortigent, LLC April 2008 - March 2009
United States Congress May 2006 - August 2006
A.G. Edwards & Sons, Inc. May 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Budgets, Analysis, Data Analysis, Finance, Trend Forecasting, Financial Forecasting, Revenue Analysis
Education
Georgetown University
Master of Business Administration (MBA)
University of Rochester
Hightower Advisors October 2012 - Present
Fortigent, LLC September 2006 - October 2012
Fidelity Investments March 1999 - September 2006
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Investment Advisory, Hedge Funds, Asset Allocation, Investment Strategies, Wealth Management..., Fixed Income, New Business Development, Financial Advisory, Due Diligence, Investment Management, Wealth, Series 7, Strategic Planning, Series 63, Financial Modeling, Strategic Financial..., Insurance, Financial Planning, Risk Management, Estate Planning, Business Strategy, Vendor Management, Product Development, Retirement Planning, Private Equity, High Net Worth..., Financial Analysis, Relationship Management, Equities, Management Consulting, Business Planning, Planning, Product Management, Sales Management, Options, Managed Accounts, Investment Policy..., Family Office, Financial Services, Management, Strategy, Real Estate Private..., Venture Capital, Consulting
Education
Keene State College 1995 — 1999
GE Aviation - Middle River Aircraft Systems May 2012 - Present
T Rowe Price July 2008 - May 2012
Fortigent LLC June 2000 - July 2008
Legg Mason 1996 - 2000
Education
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Fortigent, LLC June 1995 - July 2008
Lydian Wealth Management 1995 - 2005
Education
University of Maryland College Park
BA, Economics
ACA Compliance Group September 2014 - Present
United States Securities and Exchange Commission June 2010 - September 2014
Fortigent LLC August 2007 - June 2010
Rydex Distributors March 2006 - August 2007
US Securities and Exchange Commission March 2004 - March 2006
Skills
Investment Advisor..., hedge fund compliance, private equity..., investment company..., Securities Regulation, Operational Due..., manager due diligence, AML, Asset Allocation, Broker-Dealer, Corporate Finance, Corporate Law, Derivatives, ETFs, Financial Services, Fund Of Funds, Internal Investigations, Investment Advisers Act, Investment Advisory..., Investments, Mergers, Portfolio Management, Registered Investment..., Securities, Series 7, Hedge Funds, Investment Strategies, Series 63, Finance, Wealth Management, Mergers & Acquisitions, Alternative Investments, Series 24, Asset Management, Anti Money Laundering
Education
Frostburg State University 1991 — 1993
MBA, business management
Frostburg State University 1989 — 1991
bs, business administration
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 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 September 2007 - December 2008
Education
Rowan University
Economics, Finance
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
STSI June 2014 - Present
IBM Global Services August 2011 - June 2014
University of Maryland January 2008 - December 2010
Baker Tilly Virchow Krause, LLP May 2010 - August 2010
GEICO June 2009 - August 2009
Fortigent, LLC June 2008 - January 2009
Skills
Consulting, RUP, RUP Methodologies, Project Management, Scrum, Agile Project Management, Agile Methodologies, Rational Team Concert, RTC, RequisitePro, StarTeam, Financial Analysis, Configuration Management, Change Management, Change Control, Requirements Management, Requirements Gathering, Requirements Analysis, Business Analysis, Testing, Test Case Generation, Test Scripts, System Testing, Regression Testing, Business Process..., Document Management, Financial Modeling, Data Analysis, Microsoft Excel, Microsoft Office, Visio, PowerPoint, MS Project, Management Consulting, Analysis, Finance, Corporate Finance, Accounting, Research, Business Strategy, Budget Monitoring, Financial Forecasting, Budget, Demos, Recruiting, Business Process Design, Software Documentation, Business Process, Management, Process Improvement
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance; Operations Management
ICMA-RC June 2015 - Present
LPL Financial / Fortigent LLC October 2011 - June 2015
Fortigent, LLC June 2009 - September 2011
Fortigent, LLC May 2007 - May 2009
Paramount Services, Inc. January 2006 - May 2007
Fairfax Water January 2005 - January 2006
Skills
Bloomberg, Equities, Financial Modeling, Portfolio Management, Financial Analysis, Data Analysis, Alternative Investments, Operating Budgets, Estimates, Operational Planning, Operational Efficiency, Microsoft Office, Microsoft SQL Server, Operational Due..., Accounts Payable, Project Purchasing, Client Billing, Financial Forecasting, Planning Budgeting &..., Account Reconciliation, Data Conversion, Import/Export Operations, Billing Process, Accounts Receivable, JavaScript, Java, SQL, HTML, QuickBooks, Pagemaker, Adobe Acrobat, Visio, OrgPlus, Wordperfect, C++, Graphic Design, Mutual Funds, Budgets, Investment Management, Asset Allocation, Fixed Income, Securities, Financial Services, Investments, Asset Management, Investment Advisory, Finance, Strategic Financial..., Financial Accounting, Analysis
Education
Northern Virginia Community College 2015 — 2016
Courseworks for Accounting, CPA
University of Maryland University College 2008 — 2009
Accounting and Finance
Marymount University 2001 — 2004
Bachelor's degree, Graphic Design
USPTO (Via Salient Federal Solutions and HMS Technologies) February 2015 - Present
Fortigent, LLC February 2013 - February 2015
Fortigent, LLC August 2009 - February 2013
Fortigent, LLC February 2008 - August 2009
Los Angeles Capital Management August 2006 - December 2007
Skills
Project Management, Agile Project Management, Operations Management, Business Analysis, Cross-functional..., Team Leadership, Requirements Analysis, Strategic Planning, Microsoft Office..., Agile & Waterfall..., Visio, MS Project, SQL, Vendor Management, Internal Audit, Quality Auditing, Public Speaking, Organizational..., Leadership, Management, Strategy, Microsoft Project
Education
University of California, Santa Barbara 2002 — 2006
Bachelor, Political Science-
Booz Allen Hamilton September 2011 - Present
RBMA May 2011 - August 2011
ATCC December 2010 - April 2011
Fortigent, LLC March 2010 - July 2010
Swissport 2009 - 2009
ASBURY Communities 2008 - 2008
Skills
Account Reconciliation, Program Management, Accounts Payable, General Ledger, Accounting, Analysis, Auditing, Process Improvement, Budgets, Invoicing, Payroll, Management, Software Documentation, Variance Analysis, Vendor Management, Business Process..., Government, Financial Analysis
Education
University of Rajasthan 1989 — 1992
B Comm, Accounting and Business Statistics
LPL Financial March 2014 - Present
LPL Financial April 2012 - February 2014
Fortigent, LLC January 2008 - March 2012
Thomson Financial January 1999 - December 2007
Thomson Financial January 1994 - December 1998
Thomson Financial July 1988 - December 1993
Master Service Corporation June 1987 - June 1988
Skills
SQL, Microsoft SQL Server, Software Development, Agile Methodologies, Integration, XML, Oracle, Linux, Databases, Database Design, Data Modeling, Data Migration, Data Warehousing, Management, Project Management, Unix, Problem Solving
Education
Bridgewater College 1983 — 1987
Bachelor's degree, Mathematics and Computer Science
Engility Corporation March 2015 - Present
Agilex Technologies December 2012 - February 2015
Teracore, Inc. April 2012 - September 2012
Booz Allen Hamilton June 2011 - May 2012
Grant Thornton November 2010 - April 2011
PwC Consulting February 2010 - September 2010
SEVATEC, Inc May 2009 - January 2010
Fortigent, LLC November 2007 - March 2009
Skills
Financial Reporting, Process Engineering, Portfolio Management, Financial Management, IT Strategy, PMO, Financial Modeling, Financial Analysis, Management Consulting, Microsoft Office, Managerial Finance, Process Improvement, Analysis, Consulting
Education
University of Pittsburgh 2001 — 2006
BSBA, Finance, Accounting
Terra West Management Services October 2012 - Present
Inovalon August 2011 - July 2012
Fortigent, LLC December 2006 - August 2011
Skills
Bloomberg, Financial Modeling, Hedge Funds, Equities, Valuation, Alternative Investments, Fixed Income, Portfolio Management, Asset Allocation, Investments, Financial Analysis, Fund Of Funds, Economics, Asset Managment, Mutual Funds
Education
University of Maryland University College 2001 — 2006
BS, Criminal Justice/Police Science
Wealthcare Capital Management March 2010 - Present
Fortigent, LLC 2008 - 2010
Skills
Investments, Investment Advisory, Wealth Management
Education
Allegheny College 2004 — 2008
Bachelor of Arts (BA), Managerial Economics
LPL Financial January 2013 - Present
Fortigent, LLC September 2010 - January 2013
Spot Trading, LLC February 2009 - August 2010
Mutual Trust Financial Group February 2005 - February 2009
Skills
Series 7, Mutual Funds, Series 63, Hedge Funds, Asset Management, Alternative Investments, Investment Advisory, Risk Management, Due Diligence, Financial Services
Education
DePaul University College of Law 2001 — 2004
Juris Doctor, American/U.S. Law/Legal Studies/Jurisprudence
American University 1997 — 2001
Bachelor of Arts (BA), Political Science and Justice
Booz Allen Hamilton July 2015 - Present
Booz Allen Hamilton January 2014 - Present
Fortigent, LLC September 2011 - January 2014
National Center for Children and Families March 2009 - October 2013
Fortigent LLC September 2007 - March 2009
Netflix January 2003 - August 2007
Kmart Corporation January 2000 - December 2002
Skills
Enterprise Architecture, Data Analysis, DoD, IT Strategy, DoDAF, Government Contracting, SharePoint, Business Strategy, Business Analysis, Financial Analysis, Microsoft Excel, Research, Program Management, Account Reconciliation, Public Speaking, Nonprofits, Accounting, Bloomberg, Fundraising, Community Outreach, PowerPoint, Analysis, Budgets, Customer Service, Strategic Planning
Education
University of Maryland University College 2007 — 2011
Bachelor's degree, Accounting and Business Manaement
Rowhouse Capital Partners, LLC November 2014 - Present
Fortigent, LLC July 2011 - November 2014
Hitachi Consulting October 2009 - July 2011
Pacific Capital Bancorp February 2009 - October 2009
Longville Investments Group October 2008 - February 2009
Caliburn Capital Partners LLP September 2006 - October 2008
Cornell University August 2003 - May 2006
Northwestern University, Feinberg School of Medicine June 2002 - May 2006
Skills
Strategic Planning, Strategic Financial..., Business Strategy, Financial Modeling, Financial Analysis, Wealth Management, Family Office, Mergers & Acquisitions, New Business Development, Writing, Hedge Funds, Asset Managment, Portfolio Management, Investments, Strategy, Business Analysis, Asset Management, Management, Financial Services, Product Management, Alternative Investments, Analytics, Due Diligence, Finance, Valuation
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Chemical Enigeerining, Biomolecular Engineering, Classics
Wells Fargo February 2015 - Present
LPL Financial February 2013 - January 2015
LPL Financial December 2010 - January 2015
Fortigent, LLC June 2008 - December 2010
Jamestown Coating Technologies April 2005 - January 2007
Office Depot May 2006 - September 2006
Skills
Bloomberg, Financial Modeling, Fixed Income, Equities, Investments, Economics, Portfolio Management, Financial Analysis, Microsoft Excel, SharePoint, Mutual Funds, Investment Strategies, Valuation, Asset Allocation, Corporate Finance, Due Diligence, SAS, SQL, Asset Management, Asset Managment, Microsoft Word, PowerPoint, Zendesk, Weka, SPSS, Teradata SQL, Microsoft Access, Polypaths
Education
Northwestern University 2011 — 2015
Master's of Science, Predictive Analytics (in progress)
Allegheny College 2004 — 2008
Bachelors, Economics
Capital One January 2015 - Present
Capital One July 2013 - January 2015
Hildene Capital Management June 2012 - September 2012
Fortigent, LLC June 2011 - August 2011
Gordon Asset Management, LLC March 2011 - June 2011
Skills
C++, Matlab, Microsoft Excel, Analysis, Financial Modeling, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Statistics, VBA, Economics, Research, Teamwork, SQL, Analytics, Statistical Modeling, Financial Analysis, Banking, Access
Education
Northwestern University 2009 — 2013
Bachelor of Science (BS), Industrial Engineering
Northwestern University 2009 — 2013
Bachelor of Science (B.S.), Economics
Fortigent, LLC May 2006 - June 2014
Education
Florida Atlantic University