Forum Financial Management, LP
Karonda D. G. has a diverse background in the financial services industry. Karonda D. currently works as a Billing Manager at Forum Financial Management, LP, where they oversee billing operations. Prior to this role, Karonda served as a Backoffice Operations Associate at the same company, utilizing their expertise in portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning.
Before joining Forum Financial Management, Karonda worked at Cetera Financial Specialists as a Sr. Product Solutions Associate, where they were involved in providing product solutions to clients. Karonda D. also gained valuable experience at Genworth, initially starting as a Commission Specialist and later transitioning to an Operational Specialist role. In these positions, Karonda was responsible for various operational and commission-related tasks.
Karonda began their career at GE Capital as a Credit Investigator, where they assessed credit applications and conducted investigations.
Overall, Karonda has accumulated extensive experience in financial operations, product solutions, and credit investigation throughout their career.
From 2009 to 2013, Karonda D. G. pursued a Bachelor's Degree in Professional Studies with a specialization in Finance at Roosevelt University.
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Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
Employees
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