John Foreman, MBA, CIMA®

Experience

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  Citigroup

  Aug 1999 - Jul 2002

  Assistant Vice President

  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 informative seminars, presentations, and conference calls with Smith Barney retail sales force. Presentations focused on economic trends, market dynamics and relative value in taxable fixed income. Spearheaded marketing activities associated with the sales and trading of U.S. and non-dollar denominated investment grade corporate bonds and preferred stock in the Mid-Atlantic region. Optimized profits by conducting portfolio reviews and implementing fixed income strategies for clients utilizing a variety of fixed income products including corporate bonds, treasuries, preferred stock, and agencies. Conceptualized and designed an internal web page highlighting current prices and yields of the most commonly traded preferred stocks which received the second highest number of hits next to the main page.Mentored and trained new sales coordinators on corporate products. Show less

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  Smith Barney

  Jan 2004 - Feb 2008

  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 client presentations, introducing the firm capabilities, team expertise, market structure, market performance and highlighting investment opportunities and recommendations based on individual client needs and market conditions. Advised institutional clients on investment policies and prepared monthly accrual reports, Proactively distributed relative value reports, economic updates, and daily trade ideas.Monitored daily cash positions and asset allocations per investment policies.Cultivated relationships with high net worth investors and formulated investment strategies that preserved and grew wealth through a disciplined approach across multiple asset classes. Show less 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 major news stories, earning releases, most recent economic data, and new sales ideas. Directed the marketing campaign and seminar for 25 participants on Health and Wealth for Working Women, which generated $3 million in new assets.Led efforts to open new accounts for trust and investment management clients. Show less

  • Financial Advisor-Institutional Sales

    Oct 2005 - Feb 2008

  • Client Service Associate

    Jan 2004 - Sept 2005
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  Totem Pole Ski Shop

  Feb 2008 - Dec 2010

  Rental and Repair Shop Manager

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

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  Windward Petroleum

  May 2009 - Jul 2009

  Marketing Consultant

  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 program to drive customer retention and improve customer satisfaction. The expected financial impact of this project is over $1M in gross margin.• 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. Show less

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  Barnum Financial Group, an Office of MetLife

  Jan 2011 - Jul 2016

  Investment Director and Financial Services Representative
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  Barnum Financial Group

  Jul 2016 - now

  Vice-President, Investments

  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 Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education. Show less