Steven Forrest Email and Phone Number
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Highly accomplished Program Manager and Military Leader with over 10 years of experience in financial services, leadership development, and military operations. Proven expertise in orchestrating impactful talent management programs, driving measurable outcomes in leadership development, and managing large-scale operations in high-stakes environments. Recognized for delivering strategic results and fostering career progression, while excelling in analytical problem-solving and cross-functional collaboration.Professional Summary10+ Years in Financial Services & Program Management: Successfully led a national leadership development program at Bank of America Merrill Lynch, supporting the career progression of 100+ high-potential employees each year, with 40+ achieving manager-level promotions annually. Built talent pipelines from a pool of over 200 applicants, resulting in program promotion rates 45% above company benchmarks.Data-Driven Program Analysis: Developed measurement criteria and a performance dashboard to communicate program outcomes to senior leaders, demonstrating a 29% increase in career mobility. Recognized with Stevie and Brandon Hall Human Capital Management awards for excellence in program design and leadership development impact.Coaching and Performance Improvement: As a Performance Consultant, coached 500+ new hire financial advisors, achieving a 20% increase in productivity within their first six months. Enhanced satisfaction scores by 33% for curriculum-based training and led multiple successful onboarding and certification initiatives.Top-Performing Financial Advisor: Consistently ranked in the top 10 regional advisors, generating $25M+ in new client assets and achieving multiple national top-20 recognitions. Grew a high-net-worth client base by 65% through a consultative sales strategy focused on high-net-worth clients.Military Leadership and Operations Management: Led operations as a Base Commander in the U.S. Army, managing 400+ personnel and ensuring mission success through 125+ combat patrols. Enhanced operational effectiveness with an 83% increase in personnel headcount and 34% rise in logistical readiness. Selected for a key mission in Operation Inherent Resolve, demonstrating excellence in team coordination and cross-functional leadership.Technical Skills and Certifications: Holds Series 7, 66, 9, and 10 certificationsEducation:MBA, Summa Cum Laude, Rutgers UniversityGraduate Certificate in Business Analytics, Rutgers UniversityBBA, Thomas Edison State University
Bank Of America Merrill Lynch
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- bofaml.com
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- 23988
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Vice President, Program ManagerBank Of America Merrill Lynch Jan 2020 - PresentPennington, New Jersey, United States• Spearheaded a national leadership development program, orchestrating the design and execution of a comprehensive career development curriculum for over 100 high-potential individual contributors annually, consistently promoting 40+ participants to manager-level positions each year.• Partnered with senior leaders and cross-functional teams to enhance talent management, developing a high-potential pipeline by selecting top candidates from over 200 applicants for program… Show more • Spearheaded a national leadership development program, orchestrating the design and execution of a comprehensive career development curriculum for over 100 high-potential individual contributors annually, consistently promoting 40+ participants to manager-level positions each year.• Partnered with senior leaders and cross-functional teams to enhance talent management, developing a high-potential pipeline by selecting top candidates from over 200 applicants for program enrollment.• Designed and implemented measurement criteria and an analytics dashboard to assess and communicate program outcomes to key senior leaders and stakeholders. Demonstrated program success through key performance indicators (KPI), with promotion rates 45% higher and career mobility 29% greater than the overall employee base.• Earned prestigious Stevie and Brandon Hall Human Capital Management awards for excellence in leadership development, recognizing the innovation and impact of programs designed and executed. Show less -
Vice President, Performance ConsultantBank Of America Merrill Lynch Jan 2018 - Jan 2020Pennington, Nj• Coached and developed over 500 new hire financial advisors, leveraging expertise as one of three national subject matter experts in functional role preparedness and behavior adoption. Delivered a 20% increase in productivity within the first six months of production for trained cohorts, driving significant business impact.• Led monthly cohorts of new financial advisors through a comprehensive banking and investment curriculum, elevating program satisfaction scores by 33% overall and 35%… Show more • Coached and developed over 500 new hire financial advisors, leveraging expertise as one of three national subject matter experts in functional role preparedness and behavior adoption. Delivered a 20% increase in productivity within the first six months of production for trained cohorts, driving significant business impact.• Led monthly cohorts of new financial advisors through a comprehensive banking and investment curriculum, elevating program satisfaction scores by 33% overall and 35% for the culminating in-person experience.• Led the design, execution, and evaluation of multiple projects, including client conversation delivery, systems training, and end-to-end advisor “go-live” certifications, ensuring seamless implementation and effective onboarding. Show less -
Assistant Vice President, Financial AdvisorBank Of America Merrill Lynch Dec 2012 - Jan 2018Mount Laurel, Nj• Expanded asset base by 65% at a high-net-worth Bank of America branch by implementing a consultative sales strategy, securing over $25 million in new investment and deposit funds from clients with assets exceeding $100K.• Consistently ranked in the top 10 regional advisors for new money acquisition, credit product sales, and revenue generation, earning multiple national top 20 recognitions for enrolling new assets into proprietary separately managed accounts. -
Infantry Company Commander / Base CommanderUs Army May 2020 - Present• Senior manager and leader at a forward-deployed military base, overseeing operations, logistics, and project management for over 400 soldiers and contractors. Fostered critical relationships with special operations and foreign partner forces, leading 125+ combat patrols, securing over 4,000 square kilometers of terrain, and ensuring the safety of all personnel and infrastructure against adversarial threats.• Led change management initiatives to improve key performance indicators… Show more • Senior manager and leader at a forward-deployed military base, overseeing operations, logistics, and project management for over 400 soldiers and contractors. Fostered critical relationships with special operations and foreign partner forces, leading 125+ combat patrols, securing over 4,000 square kilometers of terrain, and ensuring the safety of all personnel and infrastructure against adversarial threats.• Led change management initiatives to improve key performance indicators, consistently surpassing peer benchmarks. Achieved an 83% increase in personnel headcount, a 34% boost in logistical readiness, and a 29% rise in required military education completion rates. Handpicked over eight other organizations for the most complex conventional force mission in Operation Inherent Resolve. Show less -
Executive Officer-Nj Army National GuardUs Army Feb 2018 - May 2020 -
Infantry Platoon Leader-Nj Army National GuardUs Army Sep 2015 - Feb 2018
Steven Forrest Education Details
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Business Administration And Management, General
Frequently Asked Questions about Steven Forrest
What company does Steven Forrest work for?
Steven Forrest works for Bank Of America Merrill Lynch
What is Steven Forrest's role at the current company?
Steven Forrest's current role is Program Manager at Bank of America Merrill Lynch.
What is Steven Forrest's email address?
Steven Forrest's email address is st****@****aml.com
What schools did Steven Forrest attend?
Steven Forrest attended Rutgers Business School, Thomas Edison State University, Rutgers Business School.
Who are Steven Forrest's colleagues?
Steven Forrest's colleagues are Christopher Drago, My Anh Tran, Lori Ray, Cynthia Wong, John Brewster, Mason Holt, Amy Burns, Cams, Pmp, Popm.
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