Ari Forman

Ari Forman Email and Phone Number

Head of Strategy @ Ascensus | Driving Retirement Business Growth @ Ascensus
Ari Forman's Location
Greater Philadelphia, United States, United States
Ari Forman's Contact Details
About Ari Forman

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.

Ari Forman's Current Company Details
Ascensus

Ascensus

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Head of Strategy @ Ascensus | Driving Retirement Business Growth
Ari Forman Work Experience Details
  • Ascensus
    Head Of Strategy
    Ascensus Mar 2021 - Present
    Dresher, Pa, Us
    Responsible 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.
  • Ascensus
    Head Of Internal Sales & Sales Strategy
    Ascensus Nov 2017 - Mar 2021
    Dresher, Pa, Us
    Leader-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.
  • Lincoln Financial Group
    Head Of Sales Strategy & Sales Operations
    Lincoln Financial Group Sep 2006 - Jan 2017
    Radnor, Pa, Us
    Responsible 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.
  • Pva Groupe Conseil
    Management Consultant
    Pva Groupe Conseil 2005 - 2006
    Partnered 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

Strategy Leadership Management Investments Financial Services Retirement Finance Business Strategy Cross Functional Team Leadership Mutual Funds Insurance Business Process Improvement Marketing Business Process Re Engineering Crm Financial Planning Erisa Relationship Management Strategic Financial Planning Analysis Project Management Sales Retirement Planning Business Analysis Business Development 401 Retirement Savings Plans Salesforce.com Process Improvement Financial Analysis 401k Executive Management Consulting Employee Benefits Sales Management Analytics Sales Operations Forecasting Strategic Planning Business Intelligence Change Management Marketing Strategy Management Consulting Microsoft Excel Tableau Power Bi Microsoft Dynamics Crm Salesforce.com Administration Microsoft Azure Sales Enablement Business Planning

Ari Forman Education Details

  • Bloomsburg University Of Pennsylvania
    Bloomsburg University Of Pennsylvania
    Marketing
  • Drexel University
    Drexel University
    Economics & 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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