John Carelli
Vice President, Institutional and Retirement Plan Platform & Strategy
- Role
- Vice President, Institutional and Retirement Plan Platform & Strategy at Raymond James
- Location
- Clearwater, FL, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Institutional and Retirement Plan Platform & Strategy
Dec 2021 — Present · St Petersburg, FL, US
Lead a team of professionals responsible for the overall design, strategy, and product development of institutional and retirement plan solutions. This includes the management of discretionary and non-discretionary advisory offerings for clients, including an ERISA 3(38) and 3(21) program. The team supports platform and strategy operations, investment due diligence, risk management and contract development. We are also responsible for high-end performance reporting on institutional relationships.
Education
University of Pennsylvania
Bachelor of Science (B.S.), Finance
2006 — 2010
The Wharton School
Economics, Finance
2006 — 2010
Skills
- Strategic Financial Planning
- Management
- Financial Planning
- Financial Services
- Financial Modeling
- Portfolio Management
- Equities
- Leadership
- Insurance
- Data Analysis
- Investment Strategies
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