Jonah Beauduy Email & Phone Number
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Jonah Beauduy is listed as Majority Shareholder | Board Member | 36%(YoY) over 28 quarters, Started in HS | Bought family's struggling retail business & turned it around | Launched covid-testing biz: Grew to 3 locations, 25 emp, Grossed $600k at Advisors Asset Management, Inc., a with 256 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Jonah Beauduy.
Jonah Beauduy previously worked as Regional Sales Associate at Advisors Asset Management, Inc. and Majority Shareholder | Principal at A Fireplace Store And More, Inc.. Jonah Beauduy holds Bachelor Of Science - Bs, Finance, General from Illinois State University.
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About Jonah Beauduy
My passion for business and finance began in high school when a finance and investing course mesmerized me. In addition to the standard coursework – stocks, bonds, and asset valuations – I devised a hypothetical portfolio that significantly outperformed the returns generated by the ‘official’ portfolio created by my teacher and classmates.At my teacher's urging, I established my own account using Think or Swim, the expert version of TD Ameritrade, and began trading stocks. Since then, my overall market intelligence has grown from fundamentals to financial engineering, sharpening my circle of competence.In addition to college courses in business, I’ve acquired six years of real-world, hands-on, experience as a Stock market investor, Entrepreneur (my first startup); and Majority shareholder of a retail business.HIGHLIGHTS AND BUSINESS PROFILE:• SUCCESSFUL STOCK INVESTOR: In 2015, in my senior year or HS, I started investing for my own account (TD Ameritrade). Since then, via stocks and commodities, I’ve earned 36.24%(YoY) over 28 quarters for myself and my investing partners.• ENTREPRENEUR: I launched a diagnostic service - started in a parking lot and expanded to three locations. This venture required me to be adaptable, innovative, and able to navigate challenges in a constantly changing environment(financially, regulatorily, and legally). • SERIOUS STUDENT OF INVESTING: I am a constant learner and am always seeking to expand my knowledge of the stock market and investing. I regularly consume articles and books on investing and model my thinking after great masters such as Jim Simons, Peter Lynch, Howard Marks, and others.• SMALL BUSINESS OPERATOR: Turned around a family business that was spiraling downward. I understand the importance of effective communication, strategic planning (analytics/empirical evidence, KPIs etc..), and continuous improvement in operations to achieve successful market share.• SPORTS: As a former high school and collegiate football quarterback, I have gained valuable experience in leadership, teamwork, and goal achievement. These intangible skills have proven to be invaluable in my professional career as well, as I have been able to effectively lead teams and work collaboratively to achieve shared goals.A detail-oriented, analytical thinker who thrives in fast-paced environments, with the ability to navigate headwinds and tailwinds of the economy through business cycles.
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Jonah Beauduy work experience
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Majority Shareholder | Principal
CurrentBought a family business that was spiraling downward and turned it around. OPERATIONS• Knowledge, ownership and execution of key levers to achieve financial objectives.• Drove organizational action to successfully achieve or exceed achieve financial objectives in the areas of operating expenses and cash flows.• Devised and implemented go-to-market (GTM) strategy, including: New product marketing | Inventory management (website integration) | Cost controls for inventory and purchasing.• Implemented additional improvements: Brand Management | Continual scaling | Aggressive marketing (advertising, digital footprint expansion, SEO, CRM) | Back office: Recruiting, forensic accounting, financial lending, profit margin improvement, and procurement.• Enhanced internal communications and collaboration | Database buildout optimized First-Party data• Manage field staff in projected delivery of the project (financial, schedule, quality)MARKETING• Enhanced internal communications and collaboration. Achieved YOY revenue and profitability growth by implanting aggressive marketing strategies and leading business development initiatives• Developed new KPIs and management processes• Set up performance measurement strategies and tactics (KPI development)• Facilitate standup, recruiting, planning, and retrospective meetings• Lead team in RFQ/RFP/GMP responses | Developed a business plan | Manage full life cycle projectsACCOUNTING• Shielded the company from IRS audits via defense, preservation, and clear communication• Strong knowledge of U.S. GAAP, PoC accounting, as well as strong business and financial acumen• Monitor project costs and Job Cost report | Monitor project labor projections and costs• Filed quarterly and annual taxesCOMPLIANCE • Achieved legal compliance and implemented small-business infrastructure.• Responsible for adhering to all applicable laws, regulations (OSHA, EPA, etc.) and company policies, procedures and risk controls.
Member Board Of Directors
Current
Board Of Directors
CurrentFinancial Chairman || Treasurer of the Board
Board Of Directors Advisor
CurrentNonprofit || Board AdvisorFinancial Stability | Budget Forecasting | Endowment Advisement
Investor | Partner | Chief Strategist | Portfolio Manager
• HOW I MADE 36%(YoY) over 28 quarters: Over a seven-year period, for me and my partners, I made 36%(YoY) by investing in a mixed bag of futures, commodities, and stocks that included: Water, crude oil, Google, and UVYX. Several factors that produced a great net result were the following: Luck, timing, covid confusion, UVXY (a double-edged sword) and the USA’s historic tariffs on China.• UVYX: In senior of HS, I devised a spreadsheet model and trading algorithm for UVXY, a short-term investment vehicle that increases in value during periods of high volatility. My model worked so well I persuaded several local investors to create an investment pool. Result for UVYX: Ultimately, we misjudged the risk and lost money. During an in-depth, post-mortem analysis of actual performance versus our model, I acquired valuable, real-world experience about investing and risk. Dealing with actual investors – not simply an investing model – was my reality check. Also learned to never attempt to predict the market.Key strengths:~ Identifying and capitalizing on equity opportunities, utilizing astute knowledge of DCFs models, fundamental analysis, financial events, such as spin-offs, mergers, 10k reporting & analysis, earnings, arbitrage, and buyouts; Enabling leadership’s decision-making with data-driven insights and recommendations. ~ Especially skilled in FP&A, NCFO forecasting, Business Partnership, AC&P and Overheads Management; Adaptability to navigate a diverse range of asset classes: derivatives, equities, ETFs, load / no-load funds, futures, and FICCs.
Partner | Founder
Identified an unmet market need, namely, easy testing facilities for covid. Started this business in a parking lot. Within eighteen months, grew the number of employees from zero to 25; opened 3 locations; and tested over 11,500 people. ~ Achieved financial success: Seized 23% market share and generated $600,000 revenue at 32% profit margin that was split between me (75%) and the partner (25%).~ Ensured legal and regulatory compliance and lawsuit protection.~ Produced business plans for sales, marketing, financials, skills resourcing, policy management, methodologies, and system development. ~ Ran multi-site operations / P&L management/ financial oversight / human capital management (25+ employees with diverse cultural backgrounds.)~ Negotiated Lease transactions for over 20,000 Sq. Ft.~ Implemented sales & operational strategy. Drove a seamless customer experience(UX).
Colleagues at Advisors Asset Management, Inc.
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Tony White
Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States
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Ewan Magee Nolte
Colleague at Advisors Asset Management, Inc.Helotes, Texas, United States
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Jonathan Ladenheim
Colleague at Advisors Asset Management, Inc.Huntington Station, New York, United States
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Arthur (Art) Sullivan
Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States
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David S. Ahern
Colleague at Advisors Asset Management, Inc.Bolingbrook, Illinois, United States
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Edward Koncel, Cima®
Colleague at Advisors Asset Management, Inc.Columbus, Ohio, United States
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Jimmy Topping
Colleague at Advisors Asset Management, Inc.Greater Chicago Area, United States
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Kevin V Pena
Colleague at Advisors Asset Management, Inc.Boerne, Texas, United States
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Burton Parnell
Colleague at Advisors Asset Management, Inc.Monument, Colorado, United States
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Rachel Volz
Colleague at Advisors Asset Management, Inc.Colorado Springs, Colorado, United States
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Jonah Beauduy education
Frequently asked questions about Jonah Beauduy
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What company does Jonah Beauduy work for?
Jonah Beauduy works for Advisors Asset Management, Inc..
What is Jonah Beauduy's role at Advisors Asset Management, Inc.?
Jonah Beauduy is listed as Majority Shareholder | Board Member | 36%(YoY) over 28 quarters, Started in HS | Bought family's struggling retail business & turned it around | Launched covid-testing biz: Grew to 3 locations, 25 emp, Grossed $600k at Advisors Asset Management, Inc..
Where is Jonah Beauduy based?
Jonah Beauduy is based in Chicago, Illinois, United States while working with Advisors Asset Management, Inc..
What companies has Jonah Beauduy worked for?
Jonah Beauduy has worked for Advisors Asset Management, Inc., A Fireplace Store And More, Inc., Council Of International Programs Chicago (Cip Chicago), Attachment & Trauma Network, Inc., and Marquette Symphony Orchestra.
Who are Jonah Beauduy's colleagues at Advisors Asset Management, Inc.?
Jonah Beauduy's colleagues at Advisors Asset Management, Inc. include Tony White, Ewan Magee Nolte, Jonathan Ladenheim, Arthur (Art) Sullivan, and David S. Ahern.
How can I contact Jonah Beauduy?
You can use AeroLeads to view verified contact signals for Jonah Beauduy at Advisors Asset Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jonah Beauduy attend?
Jonah Beauduy holds Bachelor Of Science - Bs, Finance, General from Illinois State University.
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