John Bertolini Email & Phone Number

Providing clients with comprehensive financial planning services and investment advice.

Providing financial products and services including money management, annuities and insurance

Basking Ridge, NJ, US

Responsible for overseeing and managing the performance of a diversified investment portfolio valued in excess of $4 Billion in assets. Manages, prioritizes and takes appropriate action on all portfolio activities to ensure investments perform as planned. Makes strategic decisions and executes creative solutions on all portfolio issues and activities..

Basking Ridge, NJ, US

Provided in-depth financial analysis to the Vice President-Investments on the acquisition of high quality structured financing and project transactions. Evaluated and recommended potential investment opportunities to senior executives to derive diversification of credit risk, industry exposure, asset type and investment structure to maximize growth in.

Directed the financial management of a $300 million business unit, providing financial analysis, forecasting, reporting, budgeting and strategic plan development. Developed and monitored performance benchmark targets for product line profitability, capital deployment, operational efficiency and quality of service. Conducted due diligence for strategic.

Managed the New York Sales offices, with the responsibility for captive and middle-market equipment financing transactions. Supervised a staff of eight Regional Managers each having responsibility within a geographic territory for managing new business. Developed competitive financial products and sales strategies including in depth pricing analysis.

Managed all aspects of the Corporate Accounting department with responsibility for the integrity of the general ledger and accuracy of all financial statements. Developed and instituted specific financial methods and procedures. Coordinated both external and internal auditing staffs on all audit activity.

Accounted for all corporate and partnership revenues, related receipts, taxes and customer accounts receivable. Responsible for the accuracy and timeliness of cellular phone customer billing. Maintained a detailed fixed asset ledger for all classes of plant. Designed and monitored company-wide data collection procedures, conducting inventories and audits.

Reston, Virginia, US

Manufacturing cost analysis and planning for high performance motors, generators and air systems. Budget preparation, development of overhead rates, manufacturing variance forecasts, account analysis and reconciliation.

Mba, Finance

Bs, Marketing Management