Tim Forest

Tim Forest Email and Phone Number

Vice President of Strategy and Analytics at Mercer Advisors @ Mercer Advisors
denver, colorado, united states
Tim Forest's Location
San Francisco, California, United States, United States
About Tim Forest

Experienced advisory and wealth management industry executive with expertise in business intelligence, strategy, management consulting and investment banking.I’m a proven leader and problem solver, having worked in diverse settings to help business leaders tackle their hardest problems. I've always thrived in cross-functional and team-based settings, bringing the best work of the group forward. As an individual, I am a data junkie, lighting-fast at spotting trends and turning those insights into clear, actionable recommendations. I am a strong facilitator, communicator and writer.Over 20 years experience at industry leading firms including McKinsey & Company, Charles Schwab, DeVoe & Company and Mercer Advisors. I graduated magna cum laude, Phi Beta Kappa from Pomona College with a degree in economics and earned my MBA from Stanford Graduate School of Business.

Tim Forest's Current Company Details
Mercer Advisors

Mercer Advisors

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Vice President of Strategy and Analytics at Mercer Advisors
denver, colorado, united states
Website:
merceradvisors.com
Employees:
413
Tim Forest Work Experience Details
  • Mercer Advisors
    Vice President Of Strategy And Analytics
    Mercer Advisors Apr 2020 - Present
    San Francisco Bay Area
    As a member of the Mercer Senior Leadership Team, I manage the team responsible for business intelligence, reporting, analysis, firm strategy, and strategic initiatives.
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  • Devoe & Company
    Managing Director
    Devoe & Company Mar 2014 - Apr 2020
    San Francisco Bay Area
    Served wealth management industry clients including consulting, valuation and investment banking engagements.
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  • Resolved Consulting, Llc
    Founder And President
    Resolved Consulting, Llc Jan 2014 - Apr 2020
    San Francisco Bay Area
    Served financial services industry clients in a consulting capacity. Projects included incentive compensation plan design and administration, firm performance metrics and KPIs, leadership dashboards, client lifecycle financial analysis, strategic planning, and new market opportunities.
  • Charles Schwab
    Managing Director, Advisor Services
    Charles Schwab Aug 2004 - Jul 2013
    San Francisco Bay Area
    Led the team that develops practice management resources, whitepapers and programs for RIA clients, delivered through a 100+ person institutional sales and consulting channel. Created and authored Schwab's annual RIA Benchmarking Study, the leading and most influential study in the RIA industry today.
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  • Charles Schwab
    Director, Retail Brokerage Strategy
    Charles Schwab Aug 2001 - Aug 2004
    San Francisco Bay Area
    Led strategy projects and made recommendations to senior retail brokerage executives. Key projects included leading enterprise-wide incentive compensation development; identification of branch openings and closures; developing the service model for new advice offers; and creating a management dashboard and KPIs for monthly executive meetings.
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  • Mckinsey & Company
    Senior Associate
    Mckinsey & Company Jul 1999 - Aug 2001
    San Francisco Bay Area
    Member of strategic consulting client service teams on over a dozen projects with an emphasis on strategy projects in financial services and technology. Clients included Fortune 500 retail banks, investment firms, insurance companies, a medical devices manuacturer, and a software developer.
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  • Mckinsey & Company
    Business Analyst
    Mckinsey & Company Jul 1995 - Jun 1997
    Greater Los Angeles Area
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Tim Forest Education Details

Frequently Asked Questions about Tim Forest

What company does Tim Forest work for?

Tim Forest works for Mercer Advisors

What is Tim Forest's role at the current company?

Tim Forest's current role is Vice President of Strategy and Analytics at Mercer Advisors.

What schools did Tim Forest attend?

Tim Forest attended Stanford University Graduate School Of Business, Pomona College.

Who are Tim Forest's colleagues?

Tim Forest's colleagues are Marisha Barber, John Taylor, Cpa, Schane Goheen Cfp®, Kelly Albert, Cfp®(Sheptock), Lois Welch-Pavlich, Laura Thompson, John Howard.

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