John "Christian" Delligatti
Pittsburgh,PA
Summary
Ambitious, results-driven, and detail-oriented financial professional with a proven track record of building robust relationships, delivering comprehensive financial analysis, and achieving successful project outcomes. Eager to contribute analytical expertise, project management skills, and industry insights to the Associate position at Kingfish Group. Dedicated to supporting investment initiatives and driving portfolio company growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Group Account Representative
Mutual of America Financial Group
11.2022 - Current
- Established and maintained effective working relationships with C-Suite members, business owners, and board members to develop new business, resulting in repeat business and referrals.
- Conducted comprehensive financial analyses for potential clients, including cost-benefit analyses, investment analysis, and risk management assessments.
- Collaborated with internal teams (e.g Underwriting, compliance, operations) to ensure all client needs were met and all plans were compliant with regulatory standards.
- Developed and delivered effective presentations to key decision makers, highlighting the benefits of retirement plans and differentiating our offerings from competitors.
- Collaborated with other departments to address customer needs and service requests.
Creator and Founder
Lilli's Happy Pads
06.2012 - Current
- Created concept, presented to RMHC, wrote business plan, grants, and fundraised.
- Raised over $30,000, purchased, and set up a loaning library of iPads and charging stations for critically ill children at the Ronald McDonald House of Pittsburgh.
- Received the Daniel M Berger Community Service Award on May 2, 2014 along with $4500 from the Western Pennsylvania Trial Lawyers Association for Lilli's Happy Pads.
- Ronald McDonald House – 10 years of dedicated fundraising and service.
Business Development Associate
Columbus Macro
05.2021 - 11.2022
- Establish and maintain effective working relationships with financial advisors, and government officials to develop new business opportunities.
- Held various in person events, and online webinars to help grow business opportunities for Columbus Macro and our clients.
- Communicated with local organizations to build networks and develop leads.
- Organized in-person events and webinars to expand business opportunities and maintained event record.
- Identified, developed, and evaluated marketing strategy, based on market characteristics, and objectives.
- Addressed clients' questions about financial strategies and provided recommendations to achieve their goals.
Equitable Advisor
Equitable
08.2020 - 05.2021
- Educated employer-sponsored markets on setting up retirement plans and provided financial advice.
- Built and managed client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
- Documented services provided and responsibilities as a personal financial advisor.
Mentorship
Boenning & Scattergood
09.2019 - 08.2020
- Developed practical skills in building debt schedules for public schools and local municipalities/counties, enhancing financial analysis abilities.
- Gained proficiency in interpreting official statements (OS reports), deepening understanding of financial reporting.
- Assisted in creating client presentations, showcasing effective communication and presentation skills.
- Learned how to collaborate across teams to execute business strategies and ensure seamless operations.
Research Assistant
University of Texas A&M
06.2018 - 08.2018
- Help conduct innovative research to optimize oil extraction from oil sands, achieving higher efficiency levels by addressing the challenge of capturing the remaining 5-10% of oil.
- Developed strategic solutions that contributed to a more sustainable and environmentally responsible oil extraction process.
- Created methods to recycle waste generated from oil extraction into eco-friendly products, demonstrating a commitment to environmental sustainability.
- Collaborated closely with a cross-disciplinary team to drive breakthroughs in oil extraction efficiency and waste recycling, showcasing strong teamwork and adaptability.
Education
Bachelor of Science - Energy Business And Finance General Option
The Pennsylvania State University
State College, PA12.2019
Minor - Geography
The Pennsylvania State University
State College, PA12.2019
Skills
- Financial Analysis
- Relationship Building
- Project Management
- Presentation Skills
- Market Research
- Client Relations
- Event Planning
- Investment Analysis
- Communication
- Team Collaboration
Certification
Financial Modeling and Valuation Analyst (FMVA) | CFI (Expected Completion: October 2023)
FINRA Series 7, 63, & 65
Timeline
Group Account Representative
Mutual of America Financial Group
11.2022 - Current
Business Development Associate
Columbus Macro
05.2021 - 11.2022
Equitable Advisor
Equitable
08.2020 - 05.2021
Mentorship
Boenning & Scattergood
09.2019 - 08.2020
Research Assistant
University of Texas A&M
06.2018 - 08.2018
Creator and Founder
Lilli's Happy Pads
06.2012 - Current
Bachelor of Science - Energy Business And Finance General Option
The Pennsylvania State University
Minor - Geography
The Pennsylvania State University
Financial Modeling and Valuation Analyst (FMVA) | CFI (Expected Completion: October 2023)
FINRA Series 7, 63, & 65
Similar Profiles
Ben RobinsonBen Robinson
Client Relationship Manager at Mutual of America Financial GroupClient Relationship Manager at Mutual of America Financial Group
Cole TuckerCole Tucker
Associate Contract Administration Specialist at Mutual Of America Financial GroupAssociate Contract Administration Specialist at Mutual Of America Financial Group
Donna SchmittDonna Schmitt
Staff Manager at Mutual Of America Financial GroupStaff Manager at Mutual Of America Financial Group