John Orsini

John Orsini

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Director - Financial Advisory Services at MarshBerry
United States

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work
Job

Résumé


Jobs verified_user 0% verified
  • M
    Director - Wealth Advisory Services
    MarshBerry
    Jan 2021 - Current (5 years 6 months)
    Responsible for being the client-facing lead on merger and acquisition projects, developing strategy and implementation of client deliverables and maintaining client relationships to ensure successful project execution. Investment banking services offered by MarshBerry Capital Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.”
  • Nationwide Financial
    Associate Vice President
    Nationwide Financial
    Jan 2016 - Jan 2021 (5 years 1 month)
    Built and led cross-functional team of 30 with acquisition strategy and strategic partnerships. Optimized communication as liaison between leadership team and enterprise finance regarding all inorganic growth. Presented to Enterprise CFO, President of Nationwide Financial and Nationwide Funds Board.
  • Nationwide Financial
    Director Business Development
    Nationwide Financial
    Jan 2013 - Jan 2016 (3 years 1 month)
  • Nationwide Financial
    Director, Finance
    Nationwide Financial
    Jan 2011 - Jan 2013 (2 years 1 month)
    Led team of analysts managing annual planning and quarterly forecasting process. Provided linkage to strategic initiatives through monthly, quarterly and annual reporting.
  • Morgan Stanley
    Senior Manager, Finance
    Morgan Stanley
    Jan 2010 - Jan 2011 (1 year 1 month)
    Directed team responsible for the consolidation, reporting, and analysis of firm wide AUM and Flows
  • Morgan Stanley
    Business Financial Officer, Alternative Investments
    Morgan Stanley
    Jan 2007 - Jan 2010 (3 years 1 month)
    Global financial leader of 2 startup business units: European Hedge Fund and Structured Products. Commanded all financial aspects of $300M capital investment, including management of processes to acquire approval and funding for 20+ investment strategies.
  • T
    Manager, Corporate Financial Services
    The Vanguard Group
    Jan 2006 - Jan 2007 (1 year 1 month)
    Led team of financial analysts supporting Mass Affluent, 529 Plans, and Annuities Business Units.
  • T
    Senior Financial Analyst
    The Vanguard Group
    Jan 2005 - Jan 2006 (1 year 1 month)
    Served as finance consultant on technology, business restructuring, and growth initiatives.
  • Q
    Chemist
    Quaker Houghton
    Jan 1997 - Jan 2005 (8 years 1 month)
    New product development; oversaw formulation, testing, and raw material price optimization of all new cold roll steel products. Served as communication interface of technical product specifications to clients as a member of the design to market team.
Education verified_user 0% verified
  • W
    MBA, Finance
    Widener University
  • Temple University
    Bachelor of Science - BS
    Temple University
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