John M. Babyak

John M. Babyak Email and Phone Number

Uncommonly Commonsensical Portfolio Manager and Strategist @ Wolverine Investments
Boston, MA, US
John M. Babyak's Location
Greater Boston, United States, United States
John M. Babyak's Contact Details
About John M. Babyak

VISIONARY LEADER, PASSIONATE ABOUT TAKING ORGANIZATIONS TO THE NEXT LEVELAs a Sales, Marketing and Financial Services Professional, I fuel revenue and profit growth by identifying and capitalizing on opportunities, and leveraging my depth of expertise across all business functions. I have a record of success in driving revenue and business expansion in start-up, turnaround and high-growth entities in roles ranging from Sales Specialist/Manager all the way up to “C” level Executive. With a business owner’s perspective, I exploit my range of experience — operations, marketing, finance, business development, research and general management — to foster organizational excellence, build investor confidence, and ensure market competitiveness. I’m known for my collaborative management style, entrepreneurial drive, and skills as a top communicator and strong team builder. I thrive on challenges and use a nimble approach to lead assertively during dynamic market and challenging economic conditions. Primary Expertise (SME):Financial Services, Wealth Management: Asset / Portfolio Management; Market / Investment Strategy; Trading, Hedging, Compliance; Stocks, Bonds, Convertibles, Options; Fundamental Securities Research; Technical Analysis; ETFs/Mutual Funds.Secondary Expertise (SME)Durable Goods Retailing, Home Improvement, Kitchen & Appliances, DIY.Other Industry Expertise:Life/Health Insurance Agency, Information Technology, Software Development, Enterprise Security, ESG/Compliance, Non-Profits.

John M. Babyak's Current Company Details
Wolverine Investments

Wolverine Investments

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Uncommonly Commonsensical Portfolio Manager and Strategist
Boston, MA, US
Website:
wolverineinvest.com
Employees:
1
John M. Babyak Work Experience Details
  • Wolverine Investments
    Uncommonly Commonsensical Portfolio Manager And Strategist
    Wolverine Investments
    Boston, Ma, Us
    View
  • Wolverine Investments
    Uncommonly Commonsensical Portfolio Manager & Strategist
    Wolverine Investments Oct 2020 - Present
    Westport, Connecticut, Us
    Registered Investment Adviser (formerly managing up to $200 mil. AUM). Provide customized portfolio management to individual and institutional investors. We often manage money on behalf of the HNW clients of other wealth managers, private banks, financial planners, hedge funds and family offices. Developed an active management process, with a track record for preserving and enhancing capital under a variety of economic conditions across multiple market cycles.
    View
  • Wolverine Investments
    Ceo, President & Chief Investment Officer
    Wolverine Investments May 2005 - Sep 2020
    Westport, Connecticut, Us
    Directed all day-to-day firm operations with up to $200M AUM and staff of ten. Full P&L accountability; manage all investment decisions, portfolio construction, asset allocation, sales, business development, client service, trading, HR, information systems strategy, marketing, communications, and portfolio administration. Navigated audits to ensure federal, and state compliance. Support stability of operations and profits during dynamic economic conditions.
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  • Wolverine Investments
    Chief Operating Officer, Cco
    Wolverine Investments Oct 1997 - May 2005
    Westport, Connecticut, Us
    View
  • Wolverine Investments
    Evp - Senior Portfolio Manager
    Wolverine Investments Oct 1997 - May 2005
    Westport, Connecticut, Us
    View
  • Wolverine Investments
    Evp - Market Strategist / Portfolio Manager
    Wolverine Investments Jul 1995 - Oct 1997
    Westport, Connecticut, Us
    View
  • Wolverine Investments
    Svp - Director Of Sales & Business Development
    Wolverine Investments Jul 1993 - Jun 1995
    Westport, Connecticut, Us
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  • The Home Depot
    Customer Order Specialist / Project Services Expeditor
    The Home Depot May 2023 - Present
    Atlanta, Georgia, Us
    Team leader, specializing in kitchen remodeling projects, including cabinetry, countertops, appliances, and related project services such as millwork, plumbing, electrical, flooring and HVAC. Manage timely and accurate fulfillment of all special order and installation projects from the initial sale through project completion; ensuring complete customer satisfaction. Coordinate with vendors and service providers in order to establish shipment and installation dates, enquiries about in-stocks, product receipts and place any re-orders and order updates. Leverage relationships with vendors, installers, contractors, store specialists and managers, trucking/shipping companies and customers to solve complex problems, assuring highest level of customer service possible.
    View
  • The Home Depot
    Kitchen & Appliance Specialist - Checking The Pulse Of The U.S. Economy!
    The Home Depot Oct 2020 - Apr 2023
    Atlanta, Georgia, Us
    Recruited during pandemic to bolster sales at understaffed store. Within six months, attained Top 5 ranking among 50+ peers across Southeastern Massachusetts District in all key metrics, generating $1,000,000+ annual sales run rate (avg ~23 hrs/week). Awarded Store and/or District "Specialist of the Month" 4 times within 18 month timespan!!
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  • Diddel & Diddel
    Financial Coach - Employing The Power Of Zero (Taxes)
    Diddel & Diddel Jul 2018 - Present
    Stamford, Ct, Us
    Partner with premier, boutique wealth management/financial planning firm. Specialize in asset and wealth management, personal and business planning, tax-free capital accumulation strategies, and investment management. Direct marketing and business development operations for firm with up to $100M AUM. Advise clients of tax-free/low risk wealth accumulation strategies; executive benefit programs; life Insurance and annuities; equity indexed universal life; fixed-index annuities; sports franchise-owned life insurance (FOLI).
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  • Kidwelly Cardigan Welsh Corgis
    Owner/Breeder Of Champion Show Dogs
    Kidwelly Cardigan Welsh Corgis Sep 1987 - Present
    Co-owner, breeder and trainer of World-Class, Champion Cardigan Welsh Corgis ***AKC Breeder of Merit***
  • Mutual Of Omaha
    Insurance Advisor
    Mutual Of Omaha Mar 2019 - Feb 2020
    Omaha, Ne, Us
    Advised individuals, families, and small businesses. Developed comprehensive plans for clients to pursue and achieve their financial goals. Licensed representative in MA and CT.
    View
  • Insurance Advisory Committee, Town Of Weston
    Board Member
    Insurance Advisory Committee, Town Of Weston 2017 - 2020
  • Connecticut Judicial Branch
    Justice Of The Peace
    Connecticut Judicial Branch 2011 - 2020
    Hartford, Connecticut, Us
    View
  • Riverside Advisory Group
    Coo/Chief Compliance Officer
    Riverside Advisory Group Jun 2010 - Feb 2019
    As COO, executed and managed facilities leases, major equipment and furniture purchases, repair and warranty services, business liability insurance, and employment relations and administration for three RIA businesses co-located together. Coordinated IT support, data backup, disaster recovery and business continuity services to support the mission critical systems of the enterprise. As CCO, managed risk framework and coordinated risk management related activities for SEC and state compliance and regulatory regimes on behalf of the enterprise.
  • Aflac
    Independent Benefits Consultant
    Aflac Jan 2016 - Dec 2018
    Columbus, Ga, Us
    View
  • Weston Software
    Vp - Sales & Business Development
    Weston Software Jun 2010 - Jun 2011
    Sales and Business Development for an early-stage (Series A) cyber-security software development company. Assisted in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features. Supported CTO with program management to plan and monitor overall product/program releases. Developed and managed sales and key account relationships with Thomson Reuters, Abbott Laboratories, Verizon, RBS, IBM and Cisco, among others.
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  • Weston Software
    Co-Founder - Investor/Incubator
    Weston Software Dec 2008 - Jun 2011
    Co-Founder, operational investor, business incubator and financial manager of an award-winning, pre-Series A cyber-security software development start-up company. After initially bootstrapping the business starting in January 2009, which included incubating and funding operations for the first 18 months, guided company to its first VC round of funding in July 2010, by securing a $500,000 commitment from Connecticut Innovations.
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  • Kiwanis International
    President | Executive Officer: Kiwanis Club Of Weston (Ct)
    Kiwanis International 2005 - 2008
    Indianapolis, In, Us
    Presented with "Distinguished Club President" award by the New England District of Kiwanis International at the conclusion of formal term as President (2006-2007). Featured in Kiwanis International Magazine with the focus on Weston Kiwanis as a "Great Club", one of just four clubs selected from over 16,000 Kiwanis clubs worldwide.
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  • Ibm
    Sr. Marketing Rep
    Ibm Aug 1982 - Jun 1993
    Armonk, New York, Ny, Us
    During my final two years, played key role in spearheading revitalized marketing strategy for $5B (revenue) Northeastern U.S. operating division. As a business analyst/consultant at NYC HQ, led numerous process re-engineering efforts, including marketing and opportunity management. During first nine years, as a top-ranked salesman, managed sales process and closed numerous high visibility, multi-million dollar contracts and opportunities within financial services industry—with emphasis on Wall Street firms, including the Merrill Lynch and American Express enterprise accounts.
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John M. Babyak Skills

Start Ups Strategy Business Development Business Planning Leadership Management Strategic Planning Entrepreneurship Marketing Executive Management Management Consulting New Business Development Budgets Enterprise Software Strategic Partnerships Program Management Business Strategy Team Building Small Business Risk Management Due Diligence Fundraising Key Account Management Business Process Improvement Retirement P&l Management Financial Analysis Tactical Asset Allocation Account Management Portfolio Management Venture Capital Investments Asset Management Finance Equities Asset Managment Mergers And Acquisitions Financial Services Mutual Funds Financial Reporting Investment Advisory Private Equity Financial Markets Financial Modeling Strategic Financial Planning Corporate Finance Trading Investment Strategies Alternative Investments Fixed Income

John M. Babyak Education Details

  • New York Institute Of Finance
    New York Institute Of Finance
    With Concentrations In Securities Analysis And Option Strategies.
  • New York University
    New York University
    Completed Courses Focused On Equity And Fixed Income Securities Analysis.
  • Ibm Management Development
    Ibm Management Development
    "Managing Organizational Change"
  • Massachusetts Institute Of Technology
    Massachusetts Institute Of Technology
    "It Transformation And Client/Server Technologies."
  • The Wharton School
    The Wharton School
    "Strategic Planning And Analysis."
  • Harvard University
    Harvard University
    "Ibm Presidents Class."
  • Ibm Education
    Ibm Education
    Professional Training And Executive Development
  • University Of Vermont
    University Of Vermont
    Economics
  • Ridge High School
    Ridge High School
    High School/Secondary Diplomas And Certificates
  • William Annin
    William Annin
    Nj
  • Meadowbrook Farms School
    Meadowbrook Farms School
    Ri

Frequently Asked Questions about John M. Babyak

What company does John M. Babyak work for?

John M. Babyak works for Wolverine Investments

What is John M. Babyak's role at the current company?

John M. Babyak's current role is Uncommonly Commonsensical Portfolio Manager and Strategist.

What is John M. Babyak's email address?

John M. Babyak's email address is ct****@****ail.com

What is John M. Babyak's direct phone number?

John M. Babyak's direct phone number is +120382*****

What schools did John M. Babyak attend?

John M. Babyak attended New York Institute Of Finance, New York University, Ibm Management Development, Massachusetts Institute Of Technology, The Wharton School, Harvard University, Ibm Education, University Of Vermont, Ridge High School, William Annin, Meadowbrook Farms School.

What are some of John M. Babyak's interests?

John M. Babyak has interest in Kayaking, Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, Golf, Home Decoration, Health.

What skills is John M. Babyak known for?

John M. Babyak has skills like Start Ups, Strategy, Business Development, Business Planning, Leadership, Management, Strategic Planning, Entrepreneurship, Marketing, Executive Management, Management Consulting, New Business Development.

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