John W. Wadman, MBA

John W. Wadman, MBA

Investment Analyst / Trader

Followers of John W. Wadman, MBA427 followers
location of John W. Wadman, MBAChapel Hill, North Carolina, United States

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  • Timeline

  • About me

    Corporate Finance | Investment Analysis | Budgets | Trading

  • Education

    • Boston University

      -
      BS Management Studies

      Activities and Societies: Magna Cum Laude, Dean's List

    • Cornell Johnson Graduate School of Management

      2007 - 2009
      Master of Business Administration - MBA Business Administration and Management, General
  • Experience

    • Constitution Research & Management, Inc.

      Aug 2009 - Feb 2022
      Investment Analyst / Trader

      Treasurer and director of finances for an investment fund that targets the healthcare, consumer, and energy sectors. Looking for companies that can disrupt and/or are unique to their respective industries with exceptional management teams, strong balance sheets, and potential for rapid earnings. This analysis has allowed us to exceed the benchmark by 10% annually 3 of the past 5 years, providing our clients with outstanding returns. Budget & Operations: Upon being promoted to Treasurer, I reduced the firm's expenses by 11%. I manage all the firm's cash flow with precise analysis of financial statements; as well as, vendor selection and scenario creations. Full P&L responsibilities.Investment Management: Exceeded benchmark index over the past 2 years by meeting with upper management of publicly traded firms, determining fundamentals underlying a company’s positioning, and analyzing financial statements to identify undervalued firms with high growth. Currently, leading the benchmark by 2.0+%Stakeholder Engagement: Developed all marketing materials for current and potential clients while also processing all SEC filings. Show less

    • Toastmasters International

      Jun 2015 - Feb 2017

      Increased visibility of club and Toastmasters International via social media including Twitter, Facebook, and Meetup; as well as, traditional channels via flyers and brochures As Vice President Public Relations I am part of the executive committee, participating in decision making and direction of the club.Assisted club in obtaining President's Distinguished designation 2 consecutive years. Mentored 4 members in public speaking and leadership. Member of the executive committee, chaired contest, evaluated speakers, and leading meetings. Coordinated all meetings prior to start from arrangement, promotions, and welcoming of guests.Obtained the Communication and Leadership designations.

      • Vice President Public Relations

        Jun 2016 - Feb 2017
      • Sergeant at Arms

        Jun 2015 - May 2016
    • Toastmasters International

      Jul 2018 - Jun 2019
      President

      President of the After Five Bell Towers Toastmaster Club responsible for fulfilling the mission of our club. Led the five person officer team that supported, assisted and promoted the club that provided members with the tools to lead.Obtained President's Distinguished Club award; the highest recognition bestowed upon a Toastmaster club by attaining a series of 9 goals that delivered a higher quality club experience.Met with former presidents of the club; as well as, current presidents of competitor clubs to understand our strengths and weaknesses and incorporated ideas to produce better meetings. Reached out to former members for input and feedback of what areas we can improve on and areas we excelled at.Assembled two successful open houses with over 50 guests attending. Created a speech contest when not required to by Toastmasters International.Mentored three members to help them become better communicators and to understand how to become better leaders.Created agendas for all officer meetings so officer team can be better prepared and produced a more productive meeting.Connected with the Kenan-Flagler MBA clubs at University Of North Carolina in an attempt to create partnerships; whereas, most placed us in the MBA newsletters and referred students to the club. Show less

    • Vetulae LLC

      Feb 2022 - now
      Founder

      Full-time stock and options trader

  • Licenses & Certifications

    • Series 65 Uniform Investment Advisor Law Examination

      Financial Industry Regulatory Authority (FINRA)
      Jan 2012
    • Series 63 Uniform Securities Agent State Law Examination

      Financial Industry Regulatory Authority (FINRA)
      Jan 2001
    • Emergency Medical Technician (EMT)

      State of North Carolina
      Jul 2020
  • Honors & Awards

    • Awarded to John W. Wadman, MBA
      Competent Leader Toastmasters International Aug 2016 I have accomplished 10 out of 10 projects toward the Competent Leadership designation. As a Competent Leader I evaluate speeches and meetings, chair speech contests, campaign for Toastmaster events, mentor new and existing club members, and perform as Toastmaster.
    • Awarded to John W. Wadman, MBA
      Competent Communicator Toastmasters International Mar 2015 Completed ten speeches from the Competent Communication Manual in Toastmasters. Each of my speeches focused on different aspects of my life from who I am, stock trading, camping, zombies, budgeting, poison ivy and others; concluding with a speech about the non-profit organization I volunteer for
  • Volunteer Experience

    • Technical Rescue Team Member

      Issued by South Orange Rescue Squad on Oct 2019
      South Orange Rescue SquadAssociated with John W. Wadman, MBA
    • Operations Lieutenant - Technical Rescue

      Issued by South Orange Rescue Squad on Oct 2021
      South Orange Rescue SquadAssociated with John W. Wadman, MBA
    • Children's Patient and Family Advisory Board

      Issued by UNC Health Care on Feb 2019
      UNC Health CareAssociated with John W. Wadman, MBA
    • Board of Directors - Treasurer

      Issued by The Power of the Dream, Inc on Mar 2015
      The Power of the Dream, IncAssociated with John W. Wadman, MBA