John Grillo Email
Senior Portfolio Manager @ O'Donnell Financial
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John Grillo Location
- San Francisco, CA, US
John Grillo Work
- Senior Portfolio Manager @ (July 2024 - Present)
- Investment Analyst @ (November 2022 - July 2024)
- Financial Analyst @ Karp Capital Management (March 2022 - November 2022)
- Financial Planning Associate @ Karp Capital Management (May 2018 - March 2022)
- Investment Operations Associate @ Karp Capital Management (May 2018 - May 2019)
- Market Research Intern @ (October 2017 - April 2018)
- Investment Manager and Administrative Associate @ Commonwealth Investment Management Group, LLC (June 2016 - October 2017)
- Investment Manager Intern @ (June 2016 - March 2017)
John Grillo Education
- Fox School of Business at Temple University
Bachelor’s Degree (Finance and Financial Management Services)
2013-2017
John Grillo Skills
- Corporate Finance
- Excel Models
- Excel Pivot
- FactSet
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Services
- Financial Statements
- Microsoft Excel
- Microsoft Office
- Morningstar
- Tableau
- redtail
John Grillo Summary
- John Grillo, based in San Francisco, CA, US, is currently a Senior Portfolio Manager at O'Donnell Financial. John Grillo brings experience from previous roles at Miracle Mile Advisors and Karp Capital Management. John Grillo holds a 2013 - 2017 Bachelor’s Degree in Finance and Financial Management Services @ Fox School of Business at Temple University. With a robust skill set that includes Corporate Finance, Excel Models, Excel Pivot, FactSet, Financial Analysis and more.
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