John Rippy Email & Phone Number

Shenandoah Va

Oversaw the appropriate calculation and presentation of portfolio and firm performance, helping to educate advisors on reports for clients. Responsible for the firm's composites, verifying the accuracy of the data, and compiling it into reports for presentation to the board and to prospects. Used risk analysis as a part of performance reporting, and utilized attribution analysis to best understand the sources of benchmark relative returns. Served on the firm's Investment Committee, determining the firm's allocation and sector weights, along with the security buy list. Principal equity trader for the RIA.Additionally, I oversaw and executed the marketing, public relations, and advertising for the firm.Experience with multiple accounting software conversions, and have experience with Tamrac Advisor View, Tamarac CRM, Tamarac Rebalancer, Portfolio Center, Advent Axys, Advent Apx, Infovisa Maui, and Sungard Charlotte.

Williamsburg, Virginia

Managed the staff and oversaw the program activities for Boy Scout Camp Chickahominy.

Master Of Theological Studies

Activities and Societies: Studied abroad for a semester in Kenya at Africa International University

Bba, Business Marketing