Forum Financial Management, LP
Nancy Caesar's work experience includes various roles and responsibilities in different companies. Nancy started their career at Ace Hardware in 1984, where they worked as an Applications Developer & Systems Analyst. In this role, they were responsible for analyzing, designing, and implementing batch and online transactional applications for various warehouse management functions. Nancy also developed training materials for employees and vendors. Nancy then became an IT Project Leader at Ace Hardware, working closely with business partners to gather requirements and develop solutions. Nancy also prepared technical and end-user documentation for applications. Later, at McDonald's Corporation, Nancy worked as a Project Leader through True Consulting, LLC. Nancy led projects in support of US Market Analytics and Restaurant Operations Improvement Process teams, focusing on Teradata, MicroStrategy, and .Net technologies. Nancy'smost recent position was as a Project Manager at Forum Financial Management, LP, where they played a key role in helping investors build, manage, and preserve their wealth. Overall, Nancy has a strong background in project management and IT, with experience in various industries.
Nancy Caesar attended Northern Illinois University, where they pursued a Bachelor of Science degree in Computer Science. Prior to that, they completed their high school education at St. Francis High School. No specific years of attendance or completion are given for either institution.
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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
51-200