Regional Director - RIA, Bank Trusts and Family Office, Central @ (May 2023 - October 2025)
Regional Vice President @ (August 2021 - May 2023)
Hybrid Advisor Consultant @ (January 2019 - August 2021)
Advanced Internal Advisor Consultant @ (August 2017 - August 2021)
Business Development Associate @ (July 2017 - August 2017)
Senior Associate @ (April 2012 - July 2017)
Mutual Fund Analyst @ (November 2010 - April 2012)
Loan Officer Assistant @ First Cornerstone Bank (December 2006 - August 2008)
John Orr Education
University of Delaware
Bachelors (Finance)
2006-2010
St. Joseph's Preparatory School (Philadelphia)
General
2002-2006
John Orr Skills
63 Licenses
Alternative Investments
Asset Allocation
Banking
Bloomberg
Derivatives
ETFs
Equities
Finance
Financial Analysis
Fixed Income
Hold Series 7
Investment Strategies
Investments
Microsoft Excel
Mutual Funds
Portfolio Management
Securities
Trading
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 63 Licenses, Alternative Investments, Asset Allocation, Banking, Bloomberg and more. John Orr has 4 emails and 5 mobile phone numbers on RocketReach.
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