John T. Email & Phone Number

United States

Middle Market M&A

Milwaukee, Wisconsin, United States

Middle Market M&A

Nashville Metropolitan Area

Midland, Michigan, United States

Providence, Rhode Island Area

•Analyzed AAA membership paid as part of their Sprint cellular plan using SAS Enterprise Miner by creating decision trees using neural networks and logistical regressions to determine which key customer indicators make them more likely to participle in the program.•Utilized AAA internal customer data to build specific customer profiles for future target marketing to increase awareness of the Sprint and AAA program.•Presented data analysis results and marketing recommendations to the data analytics department and marketing management team and CMO, which was then implemented into their business.

Pawtucket, Ri

•Created a product launch strategy for new and existing product lines for both B2B and B2C sales channels.•Provided recommendations to build awareness using specific paid media channels based target markets that increased customer leads by 27%.•Introduced a three-phase approach for launching new product lines, increasing brand awareness, generating more qualified leads and improving customer retention post launch which generated a 15% revenue growth in 2019.

Smithfield, Rhode Island, United States

•Devoted and managed 20 hours a week of team practices, weight training, and psychology training.•Developed leadership on and off the field, demonstrated strong teamwork skills, honed competitive spirit, and learned time management skills to perform athletically.•Lead tennis team to one of the highest team GPAs in our conference and awarded all-conference academic and athletic honor for 5 consecutive years •Achieved five straight NEC Conference Championships and NCAA Division I Tennis National Championship appearances.

Smithfield, Ri

•Oversaw portfolio compliance, accounting, and analytics for a $2.4 million endowment investment fund.•Developed spreadsheets to monitor sector allocation and portfolio risk levels to ensure compliance with our IPS.•Lead portfolio management team to produce a 14% annual return for 2017 tracking the S&P 500 and generating an alpha of 5%.•Updated and created Excel spreadsheets with new holdings and recorded new buy and sell transactions for each sector. •Presented investment outlook, performance and potential investments to portfolio managers, alumni, board trustees which generated 8% higher returns than previous years.

Bryant University

Created valuation models for equities on our portfolio manager watchlist's. Researched equities doing top-down analysis starting with the current economic conditions, industry drivers, and running stock screens through Factset.

Portland, Me

•Prepared financial materials and new investment proposals for specific asset classes.Analyzed client account performance and risk levels using Excel and Morningstar research. •Conducted stock screens based on specific industry averages and ran valuation models to determine price targets.•Created new financial models to better analyze asset allocations of accounts, life insurance policies, and pension benefits. •Researched and presented new potential investment options for clients that generated a 10% increase in annual return.

Hartford, Connecticut Area

Woonsocket, Ri

Master Of Business Administration - Mba

Activities and Societies: Bryant Men's Tennis5th Year Student-Athlete, Captain of the Bryant Men's Tennis Team

Bachelor Of Science In Business Administration, Finance And Financial Management Services, Graduated

Activities and Societies: Division 1 Men's Tennis, Archway Investment Fund, Bryant Finance Association, Bryant Ventures.Bachelor.

High School Diploma

Activities and Societies: Varsity Men's Tennis, Charger Shoppe Employee