John Ranieri Email & Phone Number

Denver, Co, Us

Southwest Florida

Researched ultra-high net worth client solutions, created a client-facing estate planning flow chart template, and researched over 50 prospective clients through advisor’s mutual connections. Compiled and reviewed macroeconomic data (inflation, CPI, monetary/fiscal policy), summarizing key takeaways and “ElectionWatch” episodes in support of client briefings. Researched model portfolios and asset class returns by utilizing Morningstar’s Advisor Workstation to see mutual fund, ETF, and SMA performance. Completed robust, structured summer intern training program with over 30 intern calls and videos, comprising multiple topics such as preventing financial crime, identity theft, and planning for liquidity, longevity, and legacy.

Boulder, Colorado, United States

Managed funds of over $200,000 ($100,000 a semester) to budget operations. Collected dues and established payment plans for over 100 active members and created an annual budget. Worked with the executive board to run the day-to-day operations of the fraternity and organize philanthropic events with other Greek organizations, serving over 500 volunteer hours as an executive board.

London, England, United Kingdom

As a summer 2023 intern at MVision, I was challenged to adapt to differing markets and macroeconomic conditions in London. I worked primarily with the origination team, including sitting in on the biweekly global origination team meetings with their other offices across the world. During my time I crafted over 30 general partner briefings and internal engagement memorandums using Preqin and Salesforce alongside the partner's slide deck, These were used to analyze reported financial metrics and compile the data into charts and wording for limited partners. These analyses featured areas such as Net/Gross IRR, DPI, and TVPI on vintage funds, ESG, current competition, macroeconomic concerns, and more. I was exposed to many areas of the private market, such as commercial real estate, secondary markets, infrastructure, VC, distressed PE, and telecommunications infrastructure.

Cleveland, Ohio, United States

Founded 216supply, an Instagram page I created as a small business. Focused on reselling shoes and clothing that released in limited quantities, or buying used shoes to clean and flip them. Developed a website and reference page with over 220 customer reviews and over $50,000 in sales. Formed many connections locally doing meet-ups, as well as doing business worldwide with shipping to over 15 countries. Teaching me the value of networking locally to get your name out globally, how to negotiate properly, and most importantly how to market myself and grow my page using social media and marketing tactics to gain over 30,000 global impressions and 3,000 active followers.

Ohio, United States

Used teamwork alongside drivers and other carriers to make efficient use of time, and critical thinking to organize products by location and type of beverage. Delivered over 1,000 cases of beverages to over 20 stores on a daily basis to replace retail stock, and created visual merchandise to help sales of certain products through marketing and decisions through product analysis.

Solon, Ohio, United States

Working as a warehouse worker at Winston Products I learned how to fulfill and create order within a warehouse system. Learning teamwork was important because my team changed on a daily basis. Focusing on many tasks at once also taught me time management and a plethora of skills. Problem solving and critical thinking were also involved with the constant flow of inventory and the rework of mispackaged products.

Bachelor Of Science In Business Administration, Finance And Marketing, Senior

Activities and Societies: - Leeds School of Business - Financial Planning Club - Cotopaxi Field Marketing Manager - Zeta Beta Tau.

Business/Commerce, General, Class Of 2021

Activities and Societies: Chagrin Falls Educational Foundation, hope blooms ohio, varsity hockey, soccer, and lacrosse