(Same wealth management practice as at True Wealth Design, now operating as an independent RIA)

* Primarily responsible for portfolio monitoring, investment manager sourcing and due diligence for six funds of funds with approximately $200mn of assets under management. Also organize and chair investment committee meetings for these vehicles. * Perform research and analysis on alternative investment opportunities (private equity, private lending, etc.). * Assist with public markets research projects as needed.* Serve on Allegheny Financial Group's Investment Committee

Primary role is to assist managing partners with the management of six investment partnerships (funds of hedge funds) with approximately $200mn of AUM in total. Responsibilities include:* Monitoring manager allocations, risk exposures and liquidity needs across funds.* Perform quantitative analysis of manager returns as well as qualitative analysis of investment managers and investment firms.* Perform due diligence on prospective investment managers.* Source new managers for the partnership portfolios.In addition to these responsibilities, perform ad hoc investment analysis to address client specific issues. Also serve on Allegheny Financial Group's Investment Committee.

* Portfolio Valuation: Valued client portfolios, calculate IRRs and create detailed client financial statements for use in presentations and analysis. * Financial Analysis: Produced tax projections and retirement cash flow projections under different scenarios based on client assets and future projected income, accounting for capital gains, dividend distributions, incentive stock options, RSUs, social security benefits, required minimum distributions, pension benefits and other client-specific circumstances.* Portfolio Management: Recommended changes to client portfolios based on mutual fund risk and return characteristics and manager performance, within the framework of a broad-based asset allocation strategy and with an eye toward tax efficiency.* Estate Planning: Summarized wills, trusts, beneficiary designations and other legal documents in support of estate planning and estate administration activities. * Teamwork & Communication: Coordinated with financial advisors, administrative staff and client services staff to produce client reports and assist with the implementation of recommended strategies.

* Sales: Proven record of asset production. Closed $5.2 million in consumer loans in 2013 and $3.8 million year-to-date in 2014.* Financial Analysis: Analyzed customers' debt load and cash flow needs to recommend asset products that will help them best accomplish their financial goals.* Business-to-Business Sales: Built vendor relationships as referral sources for consumer loans.* Teamwork & Communication: Coordinated with underwriting, loan servicing and other bank departments to provide efficient service in compliance with internal processes and federal regulations.* Internal Reporting: Used Microsoft Excel to track asset production and ancillary product sales.

* Sales: Opened all types of asset and liability products (checking, savings, IRA, loan).* Customer Service: Worked closely with support departments to resolve customer issues in a timely manner.* Internal Controls & Reporting: Logged transactions and performed operational procedures (such as negotiable item tracking and branch balancing) in accordance with internal controls and banking regulations.* Supervisor Training: Received supervisor training permitting review of high dollar teller transactions, discretionary overdraft authorization and modification of funds holds based on evaluation of risk, profitability and customer service.

Began heading up the development and production of Global Trade Matters' new weekly newspaper, the Financial Monitor.*Left this position due to revolution in Egypt.

* Quantitative Analysis: Extracted data from financial statements and government publications to calculate key metrics and ratios in support of sell-side research activities.* Performance Attribution: Performed statistical analysis and performance calculation using Bloomberg Professional and Microsoft Excel tools, including VBA macros. * Editorial: Edited equity, macroeconomic and strategy research from a staff of approximately 12 sell-side analysts, including initiations of coverage, company flash notes and weekly and monthly strategy updates.* Client Communication: Disseminated research to local and international clients, as well as internal users and local media.