Jonathan Kite Email and Phone Number

Our intent is to maximize the positive impact we have on the world

At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.With the foundation of this technical knowledge, we can spend more time on what we truly enjoy getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone’s financial life, we are able to design an investment plan that is built to achieve a client’s short- and long-term goals. That’s what we consider to be the real value of an advisor.Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).What I post on here is my opinion, not the opinion of Forum.

I work with customers in a consultative approach to retail sales. By determining the customer's needs I am able to place them with products that best fit their desired playability as well as their budget.

Help consumers with a consultative approach to savings being made available to themTraining and Interviewing new hires at One Chicago

Worked on assessment of program success for the department of Housing &Dining resulting in changes to improve service to students• Organized marketing campaign for a newly developed Living LearningCommunity• Developed benchmarking metrics for NIU’s Vision 2020 (University improvementplan)• Developed presentations from Educational Benchmark Initiative assessmentdata sets to expose weaknesses within the department of Housing & Dining andfocus attention and effort in those areas

• Developed communication skills through maintaining regular contact with student leaders across the state of Illinois• Ran meetings of the IBHE SAC • Organized a statewide ralley day in Springfield in defense of the Monetary Award Program (MAP) Grant • Coordinated communication between various student government organizations in order to better serve the collective student body of the state of Illinois• Represented the collective student body of the state of Illinois to the Illinois Board of Higher Education

• Managed staff of 11 directors of the SA to ensure goal achievement • Oversaw payroll for the SA staff including 11 directors, 4 executives, and the Speaker of the Senate• Led weekly staff meetings of the SA• Represented the student body on University Council and other University committees.