Ari Forman Email and Phone Number
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With over 20 years of experience in financial services, I am a strategic leader who is passionate about driving profitable organic and inorganic growth.As head of strategy at Ascensus, I support the near- and long-term vision and viability of the retirement business by creating and evolving the business strategy in alignment with corporate objectives and in collaboration with the retirement leadership team. Since 2020, Ascensus has realized increases of +67% in revenue, +100% in EBITDA, +95% in AuA, and +38% in retirement plan clients. Previously, I led the internal sales and sales strategy function at Ascensus, where I built and maintained a thriving culture, attracted and developed exceptional people, and drove the successful execution of the tactical sales plan resulting in a record-breaking 26% increase in top line growth. My mission is to team up with talented people and learn how things work, think about how they can work better, and implement the solutions that drive quantifiable improved results.
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Head Of StrategyAscensus Mar 2021 - PresentDresher, Pa, UsResponsible for supporting the near- and long-term growth, profitability, and viability of the retirement business by creating and evolving the business strategy in alignment with corporate objectives and in collaboration with the retirement leadership team. -
Head Of Internal Sales & Sales StrategyAscensus Nov 2017 - Mar 2021Dresher, Pa, UsLeader-of-leaders responsible for building and maintaining a thriving culture, attracting and developing exceptional people who frame the sales and distribution strategy, transforming the distribution organization, and driving the successful execution of the tactical sales plan resulting in record-breaking year-over-year 26% increase in top line revenue growth. -
Head Of Sales Strategy & Sales OperationsLincoln Financial Group Sep 2006 - Jan 2017Radnor, Pa, UsResponsible for developing and executing the organic growth strategy and financial plan for the institutional retirement plan business. Created and led the Sales Strategy & Sales Operations function consisting of multiple sales support teams. -
Management ConsultantPva Groupe Conseil 2005 - 2006Partnered with senior executives in independent mid-large corporations and portfolio companies held by private equity firms. Assessed, developed, and implemented business management principles, Lean system tools, SOPs, KPIs/Dashboards, and process improvement programs across multiple international projects in manufacturing, telecom, and service sectors.
Ari Forman Skills
Ari Forman Education Details
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Bloomsburg University Of PennsylvaniaMarketing -
Drexel UniversityEconomics & Investment Portfolio Management
Frequently Asked Questions about Ari Forman
What company does Ari Forman work for?
Ari Forman works for Ascensus
What is Ari Forman's role at the current company?
Ari Forman's current role is Head of Strategy @ Ascensus | Driving Retirement Business Growth.
What is Ari Forman's email address?
Ari Forman's email address is ad****@****ail.com
What is Ari Forman's direct phone number?
Ari Forman's direct phone number is +148484*****
What schools did Ari Forman attend?
Ari Forman attended Bloomsburg University Of Pennsylvania, Drexel University.
What skills is Ari Forman known for?
Ari Forman has skills like Strategy, Leadership, Management, Investments, Financial Services, Retirement, Finance, Business Strategy, Cross Functional Team Leadership, Mutual Funds, Insurance, Business Process Improvement.
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