Ari Forman

Ari Forman has a diverse work experience with a focus on strategy and sales. Ari began their career at Ameriquest Mortgage Company as a Regional Sales Manager, where they led a team and successfully increased sales. Ari later joined Wachovia, A Wells Fargo Company as a Financial Advisor, exceeding production targets and setting region records for product sales. Ari then transitioned to PVA Groupe Conseil as a Management Consultant, working on multiple international projects in various sectors. Ari'snext role was at Lincoln Financial Group, where they served as the Head of Sales Strategy & Sales Operations, responsible for developing and executing growth strategies. Currently, Ari is the Head of Strategy at Ascensus, where they oversee the company's strategic initiatives.

Ari Forman's education history includes obtaining an MBA from Drexel University from 2008 to 2011, with a focus on Economics & Investment Portfolio Management. Prior to that, Ari completed a Bachelor of Science degree in Marketing at Bloomsburg University of Pennsylvania in 2002.

In addition to these degrees, Ari also holds various certifications. These include a High Performance Leadership & Change Leadership certification from Cornell University, obtained in 2012. Another certification is the Lean Six Sigma Green Belt obtained in 2011 from Lincoln Financial Group. Further certifications include the AIF®: Accredited Investment Fiduciary certification from fi360 and the CRPS®: Chartered Retirement Plans Specialist certification from the College for Financial Planning, both obtained in 2009. Ari also possesses the FINRA Series 6 & 63 & 26 certifications acquired in 2004 from FINRA.

Finally, there are two certifications that do not have specific details provided. These include Non-Profit Board Certification from the United Way of Greater Philadelphia and Southern New Jersey, as well as the Pennsylvania Life, Disability & Health Insurance Producer certification.