John Foreman, Mba, Cima® Email & Phone Number

Shelton, CT

Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New.

Shelton, CT

Managed daily operation of rental and repair shop including staffing, customer service, inventory control, record keeping and machine maintenance.

• Conducted market research of petroleum lubricants distribution industry to develop a preferred customer loyalty program. Identified ideal customer profile critical to future profitability and created an incentive.
• Interviewed all stakeholders to determine key attributes necessary for customer evaluation
• Developed model indexing customer database against attributes generating a list of qualifying customers
• Conducted a Voice of the Customer (VOC) study to create a hierarchy of customer needs to serve as a foundation for the benefits provided in the incentive program.
• Created two-tiered incentive program and marketing strategy based on proprietary market research.

Associate in an institutional corporate cash management practice, marketing short-term investment products to Fortune 1000 companies. Responsible for managing $2 billion in short term money market securities including commercial paper, auction rate securities, certificates of deposits, T-bills and money market funds. Prepared and conducted prospective.

Supported the Senior Wealth Advisor in servicing prospects and clients. Researched and prepared materials for client meetings and presentations. Tracked administrative information for all clients. Performed ad hoc investment research and analysis of equities, mutual funds, ETF’s and separate account asset managers. Created daily reports that detailed.

Mid-Atlantic regional team leader responsible for coordinating the sales and marketing activities of eight taxable fixed income product specialists. Lead the development of the annual business plan, which generated approximately $25MM in annual revenues. Evaluated the results of marketing activities and reported trends to upper management.Conducted.

Mba, Entrepreneurship & International Management

Activities and Societies: Holloway Prize Business Plan CompetitionSpent 12 days in Beijing China on a cultural emersion program, as part.

Ba, Economics

International Business & Trade

The Washington Semester at American University, is an exchange program focused on international business and trade. Students meet with.