John Orr Email & Phone Number
Vice President - Regional Consultant, RIA Channel @ State Street Investment Management
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John Orr Location
- Philadelphia, PA, US
John Orr Work
- 2025 -now Vice President - Regional Consultant, RIA Channel @
- 2023 -2025 Regional Director - RIA, Bank Trusts and Family Office, Central @
- 2021 -2023 Regional Vice President @
- 2019 -2021 Hybrid Advisor Consultant @
- 2017 -2021 Advanced Internal Advisor Consultant @
- 2017 -2017 Business Development Associate @
- 2012 -2017 Senior Associate @
- 2010 -2012 Mutual Fund Analyst @
- 2006 -2008 Loan Officer Assistant @ First Cornerstone Bank
John Orr Education
- University of Delaware
Bachelors (Finance)
2006-2010 - St. Joseph's Preparatory School (Philadelphia)
(General)
2002-2006
John Orr Skills
- Alternative Investments
- Equities
- Portfolio Management
- 63 Licenses
- Derivatives
- Investment Strategies
- ETFs
- Banking
- Investments
- Trading
- Bloomberg
- Microsoft Excel
- Hold Series 7
- Finance
- Fixed Income
- Asset Allocation
- Financial Analysis
- Securities
- Mutual Funds
John Orr Summary
- John Orr, based in Philadelphia, PA, US, is currently a Vice President - Regional Consultant, RIA Channel at State Street Investment Management. John Orr brings experience from previous roles at Hartford Funds and Crossmark Global Investments, Inc.. John Orr holds a 2006 - 2010 Bachelors in Finance @ University of Delaware. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, 63 Licenses, Derivatives and more. John Orr has 5 emails and 5 mobile phone numbers on RocketReach.
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