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Analyst at Fortigent LLC

Bethesda, MD


Work Experience


Fortigent LLC
Rockville, MD

January 2011 to Present

• Manage high net, high worth hedge fund portfolios containing millions of dollars in assets 
• Investigate alarming return variances in order to target risks and rapidly implement corrective solution 
• Conduct quality review of Security performance within specific accounts for consistency with policies, procedures and applicable regulatory guidelines 
• Record, review and report key findings as required by the functional area to management 
• Quantify critical data and develop reports based on the quality monitoring results 
• Analyze audit reports, databases and compile trend reports for every week, month and quarter-end 
• Grant input and recommendation for additional training, or policy and procedure modifications required to enhance 
service and productivity

Information Systems Analyst

Credit Suisse
New York, NY

October 2008 to September 2010

• Identified, analyzed, and integrated internal and external financial information used by management to support key 
financial decision-making 
• Organized, archived, and distributed relevant financial data ensuring all employees were abreast of company and industry updates and changes to policy 
• Aided in the development and management of client public internet sites, Credit Suisse internal Intranet and various 
financial and operational databases 
• Ensured rapid and efficient flow, storage and retrieval of electronic information; including invoices, transaction 
receipts, and legal documents 
• Provided daily written administrative support

Legal Project Assistant

McDermott Will & Emery LLP
Washington, DC

March 2007 to August 2008

• Managed and prepared key legal documents for attorneys and clients 
• Performed legal research for Managing Attorneys in preparation for upcoming cases 
• Summarized Pleadings and Correspondence Documents for Attorney review 
• Managed and archived client materials related client cases and organized documents in the Document Review 
• Served as an Administrative Project Assistant for Managing Attorneys


Bachelor of Arts in Business Management

Gettysburg College
Gettysburg, PA

2002 to 2006

High School Diploma

Chaminade High School
Mineola, NY

January 1998 to January 2002

Additional Information

Computer Skills 
Excellent knowledge of Microsoft Office: Outlook, Word, Excel and PowerPoint, QuickBooks, Sharepoint. Legal 
Trax Database, Interwoven Desk site, Lexis-Nexis, Lotus Notes, Photoshop 5.0, Financial Databases; Bloomberg.