Experience

D'Orazio & Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Oct 2020 - Present

  Washington D.C. Metro Area


Fidelis Business & Advisory LLC
• United States
• Financial Services
• Principal

  • Mar 2019 - Oct 2020

Booz Allen Hamilton
• United States
• IT Services and IT Consulting
• 700 & Above Employee
• Lead Associate - Investor Relations

  • Oct 2018 - Sep 2020


Compass Point Research and Trading LLC

• Associate Analyst

  • Aug 2014 - Nov 2018

  Washington D.C. Metro Area



West Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Administrator and Securities Trader

  • Apr 2012 - Jul 2014

  McLean, Virginia • • Directly responsible for execution and reconciliation of all equity securities trading for an asset management firm with $900M in assets under management • Responsible for investing and rebalancing equity portion of a mutual fund group of $60M • Manage all account administration and maintenance for a group of clients with $200M in assets under management • Junior member of investment committee who assists CIO in equity research and maintenance of buylist • Act as liaison… Show more • • Directly responsible for execution and reconciliation of all equity securities trading for an asset management firm with $900M in assets under management • Responsible for investing and rebalancing equity portion of a mutual fund group of $60M • Manage all account administration and maintenance for a group of clients with $200M in assets under management • Junior member of investment committee who assists CIO in equity research and maintenance of buylist • Act as liaison between firm and custodians, ensuring the accuracy of all account information • Prepare an extensive quarterly mutual fund report detailing the firm’s mutual fund holdings and performance • Helped streamline the fixed income trading process by creating a Microsoft Excel template to automatically track cash available and minimize business risk in a portfolio Show less



Guggenheim Investments

• United States
• Financial Services
• 1 - 100 Employee

• Customer Service Representative

  • Nov 2010 - Mar 2012

  Rockville, MD • Directly responsible for the day-to-day account administration and maintenance for a mutual fund com• Accountable for day-to-day account administration and maintenance for a mutual fund company • Fund strategy expert counseling customers and registered representatives regarding individual fund holdings and performance • Customer service representative providing necessary forms and documentation for timely execution of customer requests • Processed multi-million dollar daily variable… Show more • Directly responsible for the day-to-day account administration and maintenance for a mutual fund com• Accountable for day-to-day account administration and maintenance for a mutual fund company • Fund strategy expert counseling customers and registered representatives regarding individual fund holdings and performance • Customer service representative providing necessary forms and documentation for timely execution of customer requests • Processed multi-million dollar daily variable annuity transactions and performed quality control checks to ensure accuracy • Entered mutual fund purchases, redemptions and exchanges in client’s direct accounts guarantying the accuracy and correct documentation of these transactions Show less



Ryan & Wetmore, PC

• United States
• Accounting
• 1 - 100 Employee

• Intern

  • Jun 2008 - Sep 2008

  Silver Spring, MD • Responsible for daily bank deposits and payment of bills • Created websites for marketing and networking, scheduled networking events • Prepared Financial statements for clients • Prepared spreadsheets and PowerPoints for client presentations