Fortigent, LLC

Industry: Company

Description

Fortigent, 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

Employee
Years
Job
Industry
Emily Suttle Emily Suttle Washington D.C. Metro Area Details
Emily Suttle's Fortigent, LLC Experience June 2013 - January 2014
Job Consultant at VIDA Fitness & Aura Spa
Industry Health, Wellness and Fitness
Experience
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

Sara Jamshidi Sara Jamshidi Washington D.C. Metro Area Details
Sara Jamshidi's Fortigent, LLC Experience July 2006 - March 2010
Job Manager, Sponsorship & Partnership Development at Share Our Strength
Industry Fund-Raising
Experience
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

Garrett Stephens Garrett Stephens Washington, District Of Columbia Details
Garrett Stephens's Fortigent, LLC Experience May 2013 - Present
Job Analyst at Fortigent, LLC
Industry Financial Services
Experience
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

Eric Primiano Eric Primiano Barrington, Rhode Island Details
Eric Primiano's Fortigent, LLC Experience June 2013 - August 2013
Job Research Assistant at Investment Company Institute
Industry Financial Services
Experience
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

Omari Williams Omari Williams Washington, District Of Columbia Details
Omari Williams's Fortigent, LLC Experience 2011 - 2011
Job Partner at DevQuest Group, Associate at engageSPARK
Industry Public Policy
Experience
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

Jamie (Dowd) Bancroft Jamie (Dowd) Bancroft Washington D.C. Metro Area Details
Jamie (Dowd) Bancroft's Fortigent, LLC Experience October 2011 - January 2014
Job AVP, Business Management at Fortigent, LLC
Industry Financial Services
Experience
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

Brian Faber Brian Faber Greater Chicago Area Details
Brian Faber's Fortigent, LLC Experience June 2011 - August 2011
Job Actuarial Consultant at CNA
Industry Insurance
Experience
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

Virginia Cho Virginia Cho Rockville, Maryland Details
Virginia Cho's Fortigent, LLC Experience December 2012 - December 2013
Job Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
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

Ilyssa Strugatz Ilyssa Strugatz Philadelphia, Pennsylvania Details
Ilyssa Strugatz's Fortigent, LLC Experience July 2008 - January 2009
Job SEI Wealth Platform Implementations
Industry Financial Services
Experience
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

Kevin Devlin Kevin Devlin Philadelphia, Pennsylvania Details
Kevin Devlin's Fortigent, LLC Experience October 2005 - March 2007
Job Manager of Financial Planning Analysis at Tandigm Health
Industry Management Consulting
Experience
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

Kara McCartney Kara McCartney Pittsburgh, Pennsylvania Details
Kara McCartney's Fortigent, LLC Experience July 2011 - November 2012
Job Marketing Associate at ZeroCater
Industry Health, Wellness and Fitness
Experience
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

Cassandra Auguste Cassandra Auguste Silver Spring, Maryland Details
Cassandra Auguste's Fortigent, LLC Experience May 2014 - April 2015
Job Staff Accountant at Hostelling International USA
Industry Hospitality
Experience
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)

Justin Wayne Justin Wayne Jacksonville, Florida Area Details
Justin Wayne's Fortigent, LLC Experience October 2011 - August 2013
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

Francis Kremer Francis Kremer Greater New York City Area Details
Francis Kremer's Fortigent, LLC Experience July 2011 - November 2011
Job Vevo
Industry Music
Experience
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

Joseph Masella, CIMA® Joseph Masella, CIMA® Rockville, Maryland Details
Joseph Masella, CIMA®'s Fortigent, LLC Experience October 2012 - September 2014
Job Assistant Portfolio Manager, IDB Bank
Industry Investment Management
Experience
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

Leah Belin Leah Belin Washington D.C. Metro Area Details
Leah Belin's Fortigent, LLC Experience February 2013 - June 2015
Job Software Developer at ARPC
Industry Computer Software
Experience
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

Sharon McEvoy Sharon McEvoy Chicago, Illinois Details
Sharon McEvoy's Fortigent, LLC Experience November 2000 - Present
Job
Industry Financial Services
Experience
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

S. Faris AbiNader S. Faris AbiNader Washington, District Of Columbia Details
S. Faris AbiNader's Fortigent, LLC Experience February 2011 - February 2012
Job
Industry Investment Management
Experience
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

John C. Yackel John C. Yackel Greater Philadelphia Area Details
John C. Yackel's Fortigent, LLC Experience July 2007 - May 2011
Job Managing Director, Envestnet, Wealth Management Solutions
Industry Investment Management
Experience
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

Barclay Leib Barclay Leib Greater New York City Area Details
Barclay Leib's Fortigent, LLC Experience July 2013 - December 2014
Job Consultant at Sand Spring Advisors LLC
Industry Investment Management
Experience
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

Dru Harwood Dru Harwood Washington D.C. Metro Area Details
Dru Harwood's Fortigent, LLC Experience July 2010 - August 2011
Job Pre Graduate Student
Industry Higher Education
Experience
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

Jennifer Alpert, CSPO Jennifer Alpert, CSPO Washington D.C. Metro Area Details
Jennifer Alpert, CSPO's Fortigent, LLC Experience August 2009 - February 2013
Job Product Manager, Settlement Administration
Industry Legal Services
Experience
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

Jeffrey W. Coron Jeffrey W. Coron Greater Philadelphia Area Details
Jeffrey W. Coron's Fortigent, LLC Experience July 2007 - March 2008
Job Director of Institutional and Intermediary Distribution at Glenmede Investment Management
Industry Financial Services
Experience
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

Jordan Straker Jordan Straker Washington D.C. Metro Area Details
Jordan Straker's Fortigent, LLC Experience October 2011 - June 2014
Job Senior Analyst at Fortigent, LLC
Industry Financial Services
Experience
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

Nick Radonic Nick Radonic Washington D.C. Metro Area Details
Nick Radonic's Fortigent, LLC Experience February 2013 - March 2014
Job S/W Developer
Industry Information Technology and Services
Experience
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

Weiting Zhang Weiting Zhang Washington D.C. Metro Area Details
Weiting Zhang's Fortigent, LLC Experience June 2011 - August 2011
Job Assurance Intern at EY
Industry Accounting
Experience
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

Michael Sylvester, CIMA® Michael Sylvester, CIMA® Greater New York City Area Details
Michael Sylvester, CIMA®'s Fortigent, LLC Experience 2012 - 2015
Job Vice President at Wilshire Associates
Industry Investment Management
Experience
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

Dustin Wolinsky, CPA Dustin Wolinsky, CPA Greater New York City Area Details
Dustin Wolinsky, CPA's Fortigent, LLC Experience 2002 - 2005
Job Associate at Your PartTime Controller, LLC
Industry Nonprofit Organization Management
Experience
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

Guru Rao Guru Rao Washington D.C. Metro Area Details
Guru Rao's Fortigent, LLC Experience July 2008 - December 2012
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

Jian Tian Jian Tian Washington D.C. Metro Area Details
Jian Tian's Fortigent, LLC Experience June 2013 - September 2013
Job Software Developer at Global Wireless Solutions, Inc.
Industry Telecommunications
Experience
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

Peter Allenby Peter Allenby Barnstable/Yarmouth, Massachusetts Area Details
Peter Allenby's Fortigent, LLC Experience July 2006 - January 2008
Job Financial Services Professional helping individuals develop a sound financial strategy.
Industry Investment Management
Experience
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

Sommer Singshinsuk Sommer Singshinsuk Washington D.C. Metro Area Details
Sommer Singshinsuk's Fortigent, LLC Experience July 2013 - August 2013
Job Consultant at Deloitte
Industry Accounting
Experience
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

Drew Denton Drew Denton Greater St. Louis Area Details
Drew Denton's Fortigent, LLC Experience October 2009 - June 2012
Job Owner at Denton Hardscapes
Industry Design
Experience
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

Dave Yoken Dave Yoken Boston, Massachusetts Details
Dave Yoken's Fortigent, LLC Experience June 2011 - August 2011
Job Operations Strategy Consultant at Accenture
Industry Management Consulting
Experience
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

Igor Gindin, PMP Igor Gindin, PMP Washington D.C. Metro Area Details
Igor Gindin, PMP's Fortigent, LLC Experience August 2010 - January 2012
Job Consulting Manager at Robbins Gioia
Industry Information Technology and Services
Experience
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

Dmitriy Katsnelson Dmitriy Katsnelson Washington D.C. Metro Area Details
Dmitriy Katsnelson's Fortigent, LLC Experience January 2007 - June 2014
Job
Industry Financial Services
Experience
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

Jennifer Cunningham Jennifer Cunningham Gaithersburg, Maryland Details
Jennifer Cunningham's Fortigent, LLC Experience June 2006 - August 2012
Job MedImmune
Industry Pharmaceuticals
Experience
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

Christy Du Christy Du Washington D.C. Metro Area Details
Christy Du's Fortigent, LLC Experience August 2014 - April 2015
Job Financial Security Analyst 2 at Wells Fargo( Corporate Trust Services)
Industry Financial Services
Experience
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

Ted Scharfenberg Ted Scharfenberg Washington, District Of Columbia Details
Ted Scharfenberg's Fortigent, LLC Experience May 2013 - Present
Job Associate Wealth Consultant at Fortigent, LLC
Industry Financial Services
Experience
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

Bryan Goubeau Bryan Goubeau Rockville, Maryland Details
Bryan Goubeau's Fortigent, LLC Experience May 2006 - Present
Job Lead Operations Specialist
Industry Financial Services
Experience
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

Yuriy Kushnir Yuriy Kushnir Chicago, Illinois Details
Yuriy Kushnir's Fortigent, LLC Experience June 2008 - August 2008
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
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

Brian Payne, CAIA Brian Payne, CAIA Washington, District Of Columbia Details
Brian Payne, CAIA's Fortigent, LLC Experience October 2012 - May 2015
Job Associate at Potomac River Capital, LLC
Industry Investment Management
Experience
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

Lennart Lepner Lennart Lepner San Francisco, California Details
Lennart Lepner's Fortigent, LLC Experience May 2006 - August 2006
Job Strategic Finance at AppDirect
Industry Internet
Experience
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

Bryce Meyers Bryce Meyers Washington D.C. Metro Area Details
Bryce Meyers's Fortigent, LLC Experience 2008 - 2009
Job News Editor
Industry Commercial Real Estate
Experience
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

Daniel Christian Daniel Christian Washington D.C. Metro Area Details
Daniel Christian's Fortigent, LLC Experience September 2010 - December 2010
Job at
Industry Banking
Experience
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

Ravi Radhakrishnan Ravi Radhakrishnan Washington D.C. Metro Area Details
Ravi Radhakrishnan's Fortigent, LLC Experience June 2011 - February 2015
Job Automation Manager at ScienceLogic
Industry Computer Software
Experience
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

Arifa Heare Arifa Heare Washington D.C. Metro Area Details
Arifa Heare's Fortigent, LLC Experience August 2012 - October 2012
Job Administrative Assistant at McGladrey LLP
Industry Accounting
Experience
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)

Dayakar Reddy Mareddy Dayakar Reddy Mareddy Washington D.C. Metro Area Details
Dayakar Reddy Mareddy's Fortigent, LLC Experience August 2006 - Present
Job Sr. Test Engineer at Fortigent, LLC
Industry Financial Services
Experience
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

Mitchell Bradford, CPA Mitchell Bradford, CPA Charleston, South Carolina Area Details
Mitchell Bradford, CPA's Fortigent, LLC Experience June 2011 - November 2012
Job Senior Accountant at Greystar
Industry Accounting
Experience
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

Tim Plourde Tim Plourde Greater Philadelphia Area Details
Tim Plourde's Fortigent, LLC Experience May 2011 - November 2013
Job Senior Developer at AcademyOne, Inc.
Industry Internet
Experience
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

Jean-Paul Hanna Jean-Paul Hanna Greater New York City Area Details
Jean-Paul Hanna's Fortigent, LLC Experience March 2014 - August 2015
Job Investor Relations and Marketing
Industry Financial Services
Experience
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

Thomas Irish Thomas Irish Rockville, Maryland Details
Thomas Irish's Fortigent, LLC Experience June 2014 - February 2015
Job Software Engineer at NGP VAN
Industry Computer Software
Experience
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

Sheri Levine Sheri Levine Arlington, Virginia Details
Sheri Levine's Fortigent, LLC Experience August 2007 - June 2008
Job Real Estate Services Coordinator at CBRE
Industry Real Estate
Experience
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

Lucas Howlett Lucas Howlett Alexandria, Virginia Details
Lucas Howlett's Fortigent, LLC Experience October 2012 - Present
Job Senior Analyst at Fortigent
Industry Financial Services
Experience
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

Barbara Bonagura Barbara Bonagura Charlotte, North Carolina Details
Barbara Bonagura's Fortigent, LLC Experience May 2015 - Present
Job LPL Financial/Fortigent,LLC Wealth Consultant
Industry Financial Services
Experience
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

David Levenson David Levenson Washington D.C. Metro Area Details
David Levenson's Fortigent, LLC Experience March 2013 - Present
Job Operations Specialist at Fortigent, LLC
Industry Higher Education
Experience
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

Joseph Chongpinitchai Joseph Chongpinitchai Rockville, Maryland Details
Joseph Chongpinitchai's Fortigent, LLC Experience June 2009 - October 2011
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

Brendan McKinley, PMP, CSPO Brendan McKinley, PMP, CSPO Washington D.C. Metro Area Details
Brendan McKinley, PMP, CSPO's Fortigent, LLC Experience 2003 - 2006
Job Product Development Director at Freddie Mac
Industry Financial Services
Experience
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

Lawrence Shapiro Lawrence Shapiro Washington D.C. Metro Area Details
Lawrence Shapiro's Fortigent, LLC Experience November 2006 - March 2008
Job
Industry Computer Software
Experience
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

Kemi (Ajomale) Ola-Ibikunle Kemi (Ajomale) Ola-Ibikunle Columbus, Ohio Area Details
Kemi (Ajomale) Ola-Ibikunle's Fortigent, LLC Experience August 2007 - December 2007
Job
Industry Information Technology and Services
Experience
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

Calida Stone Calida Stone Miami/Fort Lauderdale Area Details
Calida Stone's Fortigent, LLC Experience December 2007 - April 2009
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Jessica Bollinger Jessica Bollinger Washington D.C. Metro Area Details
Jessica Bollinger's Fortigent, LLC Experience April 2010 - August 2013
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

Sean Mullen, CIMA®, CPWA® Sean Mullen, CIMA®, CPWA® Chicago, Illinois Details
Sean Mullen, CIMA®, CPWA®'s Fortigent, LLC Experience February 2006 - February 2011
Job SVP, Institutional Business Development at Envestnet, Inc.
Industry Investment Management
Experience
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

Brad Goldstein Brad Goldstein Miami/Fort Lauderdale Area Details
Brad Goldstein's Fortigent, LLC Experience January 2010 - May 2015
Job Sales Support Coordinator at Business Financial Services
Industry Financial Services
Experience
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

Gary Carrai Gary Carrai Charlotte, North Carolina Area Details
Gary Carrai's Fortigent, LLC Experience January 2004 - June 2015
Job Senior Vice President, HNW Solutions at LPL Financial and CoFounder of Fortigent
Industry Investment Management
Experience
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

Jagan Bommineni Jagan Bommineni Washington D.C. Metro Area Details
Jagan Bommineni's Fortigent, LLC Experience January 2008 - March 2015
Job Assistant Vice President, Development @ LPL Financial
Industry Financial Services
Experience
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

Katherine Ansorge Katherine Ansorge San Diego, California Details
Katherine Ansorge's Fortigent, LLC Experience April 2012 - January 2013
Job Operations Analyst
Industry Financial Services
Experience
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

Jay Gillick Jay Gillick Washington D.C. Metro Area Details
Jay Gillick's Fortigent, LLC Experience 2006 - May 2008
Job Senior Wealth Associate at MTX Wealth Management
Industry Financial Services
Experience
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

Benjamin McKee Benjamin McKee Washington D.C. Metro Area Details
Benjamin McKee's Fortigent, LLC Experience April 2008 - March 2009
Job Associate Director of Financial Planning & Analysis at Atlantic Media
Industry Entertainment
Experience
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

Matthew Andrulot Matthew Andrulot Baltimore, Maryland Details
Matthew Andrulot's Fortigent, LLC Experience September 2006 - October 2012
Job Executive Director, Kelly Wealth Management / HighTower Advisors
Industry Investment Management
Experience
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

Patrick Kim Patrick Kim Baltimore, Maryland Area Details
Patrick Kim's Fortigent, LLC Experience June 2000 - July 2008
Job Master Planning Lead at GE Aviation MRAS
Industry Aviation & Aerospace
Experience
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

Milanie Perry Milanie Perry Washington D.C. Metro Area Details
Milanie Perry's Fortigent, LLC Experience June 1995 - July 2008
Job Director at Fortigent, LLC
Industry Financial Services
Experience
Fortigent, LLC   June 1995 - July 2008
Lydian Wealth Management  1995 - 2005

Education
University of Maryland College Park
BA, Economics

Jason Rosenberg Jason Rosenberg Washington D.C. Metro Area Details
Jason Rosenberg's Fortigent, LLC Experience August 2007 - June 2010
Job Helping investment firms manage regulatory risk
Industry Financial Services
Experience
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

Risa Fitzgerald-Fields Risa Fitzgerald-Fields Washington D.C. Metro Area Details
Risa Fitzgerald-Fields's Fortigent, LLC Experience March 2013 - Present
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

Christian Hamilton Christian Hamilton Rockville, Maryland Details
Christian Hamilton's Fortigent, LLC Experience April 2012 - Present
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

Nicholas Speidel Nicholas Speidel Washington D.C. Metro Area Details
Nicholas Speidel's Fortigent, LLC Experience September 2007 - December 2008
Job NYY23
Industry Investment Management
Experience
Fortigent, LLC   September 2007 - December 2008

Education
Rowan University
Economics, Finance

Answan Johnson Answan Johnson Washington D.C. Metro Area Details
Answan Johnson's Fortigent, LLC Experience January 2014 - Present
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

Aleksandra Derkacheva Aleksandra Derkacheva Washington D.C. Metro Area Details
Aleksandra Derkacheva's Fortigent, LLC Experience June 2008 - January 2009
Job Senior Consultant at STSI
Industry Information Technology and Services
Experience
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

ThienHuong Ton ThienHuong Ton Washington D.C. Metro Area Details
ThienHuong Ton's Fortigent, LLC Experience June 2009 - September 2011
Job Lead Operation Specialist, LPL Financial Corp
Industry Financial Services
Experience
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

Eleanor Boyd, CSM Eleanor Boyd, CSM Washington D.C. Metro Area Details
Eleanor Boyd, CSM's Fortigent, LLC Experience February 2013 - February 2015
Job Project Manager
Industry Information Technology and Services
Experience
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-

Shhradha Prasad Shhradha Prasad Washington D.C. Metro Area Details
Shhradha Prasad's Fortigent, LLC Experience March 2010 - July 2010
Job Consultant at Booz Allen Hamilton
Industry Information Technology and Services
Experience
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

Mark Sappington Mark Sappington Washington D.C. Metro Area Details
Mark Sappington's Fortigent, LLC Experience January 2008 - March 2012
Job Assistant Vice President of Development at LPL Financial
Industry Computer Software
Experience
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

Adam Kurland Adam Kurland Arlington, Virginia Details
Adam Kurland's Fortigent, LLC Experience November 2007 - March 2009
Job Agile Requirements Analyst at Engility Corporation
Industry Management Consulting
Experience
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

Mike Clagett Mike Clagett Las Vegas, Nevada Details
Mike Clagett's Fortigent, LLC Experience December 2006 - August 2011
Job Accounting Anaylst at Terra West Management Services
Industry Real Estate
Experience
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

W. Andrew Laub W. Andrew Laub Richmond, Virginia Area Details
W. Andrew Laub's Fortigent, LLC Experience 2008 - 2010
Job Wealthcare Analyst at Wealthcare Capital Management
Industry Investment Management
Experience
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

Kate Ring Kate Ring Charlotte, North Carolina Area Details
Kate Ring's Fortigent, LLC Experience September 2010 - January 2013
Job
Industry Financial Services
Experience
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

Akiwande Akiwumi Akiwande Akiwumi Washington D.C. Metro Area Details
Akiwande Akiwumi's Fortigent, LLC Experience September 2011 - January 2014
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
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

Alexander Morris Alexander Morris Washington D.C. Metro Area Details
Alexander Morris's Fortigent, LLC Experience July 2011 - November 2014
Job Managing Partner at Rowhouse Capital Partners, LLC
Industry Capital Markets
Experience
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

Eric Ogden Smith Eric Ogden Smith Washington D.C. Metro Area Details
Eric Ogden Smith's Fortigent, LLC Experience June 2008 - December 2010
Job Analytics Consultant 2 at Wells Fargo
Industry Capital Markets
Experience
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

Morgan Dvorkin Morgan Dvorkin Washington, District Of Columbia Details
Morgan Dvorkin's Fortigent, LLC Experience June 2011 - August 2011
Job Senior Business Analyst at Capital One
Industry Financial Services
Experience
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

Shari Strobel Shari Strobel Derwood, Maryland Details
Shari Strobel's Fortigent, LLC Experience May 2006 - June 2014
Job Regional Supervision Director, USAA
Industry Financial Services
Experience
Fortigent, LLC   May 2006 - June 2014

Education
Florida Atlantic University

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