Stephen Forgo Email & Phone Number

Denver, Colorado, United States

Washington D.C. Metro Area

Financial Services consultant based in the mid-Atlantic with experience in project management, business analysis, and systems delivery project management using agile methodology and business analytics.On current assignment, manage multiple workstreams for a major client in the mortgage industry. Coordinate the activities of internal stakeholders such as.

Washington D.C. Metro Area

Test Lead to verify the functionality of a site in development for the Security and Exchange Commission. Requirements Lead for NativeOneStop, a site hosted on Benefits.gov. Gathered client requirements for and turned them into user stories and development stories. Following agile practices, entered development stories into the Jira tracking system to track.

Washington D.C. Metro Area

Content Manager on Native One Stop, a site hosted on Benefits.gov. Oversaw major expansion of the site, publishing and maintaining nearly 275 program pages. Created rules for benefit-finder utility. Provided analysis on the dramatic increase in use of the site by constituents as part of an overall cost analysis. Participated in the presentation of the site.

Dublin, Ireland

Conducted research for the Managing Director of this multi-national financial services firm to assess new market opportunities as a result of the Alternative Investment Fund Managers Directive that went into effect in the European Union in July, 2013. Prepared an internal report focused on regulations impacting the core business as well as a potential move.

Vienna, VA

Assisted with internal audits of several financial institutions in Maryland and Northern Virginia. Executed compliance testing of bank processes including wire transfers, lending, Bank Secrecy Act compliance, human resource administration, and financial reporting. Analyzed the findings for inclusion in audit reports and sat in on Audit Committee meetings.

Newton, MA

Analyzed a sell-side M&A engagement for a large, regional, consumer-based services company while at this boutique private equity and investment management firm. I employed multiple financial valuation techniques and industry analysis for a presentation to company ownership while working with the Partners of the firm. Also contributed to the preparation of.

Finance, Finance With Accounting Concentration

Activities and Societies: Howard J. Busbee Finance Academy, Vice President of the Pi Kappa Alpha Fraternity (Gamma Chapter)BBA in Finance.

Graduate Certificate, Business Analytics

Completed a Graduate Certificate in Business Analytics.

Summer Program On International Business, International Management

Completed study abroad class in Global Management with distinction. Chosen by teachers and peers as the student speaker at commencement.

Education record

Activities and Societies: Varsity Indoor and Outdoor Track - 4 Season Captain, Varsity Football, 150+ hours of community service