Signalert Asset Management LLC is a registered investment advisor with Assets under Management (AUMs) exceeding $300 million in client capital. • Senior executive for 75+ individual and institutional clients with AUMs exceeding $100 Million. • Daily review with brokers and custodians on any issues regarding trade processing, settlements, cash reconciliation and overall performance from the client perspective. • Execute purchase/sell transactions of mutual funds, stocks, ETFs, and options for individual and/or partnership accounts. • Resolve trade discrepancies on block orders; resolve mismatches and affirm unmatched confirms booked by brokers on the allocation level.• Monitor client portfolios related to minimum margin requirements and account equity & income allocation based on investment objectives.• Prepare financial reports of monthly gain/loss on all transactions and expenses to be distributed to management and limited partners.• Formulate new investment strategies with management.• Initiate and finalize new client account/partnership agreement documentation

Prior to their acquisition by Credit Suisse First Boston in 2000, Donaldson Lufkin & Jenrette was a leading U.S.-based investment bank and financial services provider with over $120 Billion dollars under management.• Prepared monthly internal financial reports to be distributed to Executive Officers• Analyzed large expenditures and various other special projects for managers relating to expense reporting• Received and recorded all revenue generated globally by the Investment Banking Division• Compiled, reviewed and approved expenses for corporate accounts as well as all banking personnel• Prepared and distributed various financial reports• Reviewed and prepared expenses for lead and co-managed public offerings• Collaborated with co-workers in developing technologically advanced expense procedures• Negotiated rates and services with various vendor services• Supervised and delegated work to staff• Maintained and supervised consultants in relation to all aspects of database consisting of over one million records