John Baumann

John Baumann Email and Phone Number

CEO - JFB Investment Advisory @
John Baumann's Location
Naples, Florida, United States, United States
About John Baumann

Provide consultative services to firms requiring assistance with Strategic Planning, Product Marketing, Sales Skills Training, Portfolio Risk Analytics and Pension Finance Concepts. Sales and Marketing Executive with broad experience in strategic planning, organizing and managing sales forces in the financial services industry. Direct involvement with the teaching of sales and marketing skills, pension finance and portfolio risk management concepts. Direct experience with product education, territory management and the selling of sophisticated financial services products to corporate and public pension plans as well as endowments and non-profits. Sample Clients: a Private Equity Firm investing in operating Farmland in the U.S. requiring Strategic Planning and Sales/Marketing Analysis; a non-profit requiring Portfolio Analytics and Risk Management; a hedge fund manager creating a new portfolio requiring Strategic Planning and Marketing FocusSpecialties: Direct Sales; Territory Management; Teaching of Selling Skills, Territory Management and Product Marketing; Sales Force Management;

John Baumann's Current Company Details
JFB Investment Advisory

Jfb Investment Advisory

CEO - JFB Investment Advisory
John Baumann Work Experience Details
  • Jfb Investment Advisory
    Ceo
    Jfb Investment Advisory Sep 2013 - Present
    Westport, Ct. And Naples, Fl.
    Financial Consulting, Pension Finance and Marketing Advisory Services
  • Pinebridge Investments
    Head Of Institutional Sales And Client Service, Americas And Europe
    Pinebridge Investments Oct 2011 - Sep 2013
    399 Park Ave, 4Th Fl, New York, New York
    Off to Retirement!
  • Jp Morgan Chase
    Md - Head Of Institutional Sales Team; President Of Jpmorgan Asset Management Canada
    Jp Morgan Chase Sep 1988 - Feb 2011
  • J.P. Morgan Asset Management
    Md - Head Of Institutional Sales; President Of Canad
    J.P. Morgan Asset Management 2000 - 2010
  • International Business Machines
    Vice President/Account Executive
    International Business Machines Jun 1973 - Aug 1988
    Sales and Management

John Baumann Education Details

Frequently Asked Questions about John Baumann

What company does John Baumann work for?

John Baumann works for Jfb Investment Advisory

What is John Baumann's role at the current company?

John Baumann's current role is CEO - JFB Investment Advisory.

What schools did John Baumann attend?

John Baumann attended Columbia Business School.

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