Brian Forbush Email & Phone Number
Financial Advisor @ FIRST STATE FINANCIAL MANAGEMENT INC
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Brian Forbush Location
- Imperial, MO, US
Brian Forbush Work
- 2025 -now Financial Advisor @
- 2019 -2025 Compliance Consultant @
- 2017 -2019 Performance Analyst @
- 2017 -2017 Document Specialist @ Midland States Bank (contractor)
- 2016 -2017 Investment Basis Analyst @
- 2014 -2016 Operations Investment Analyst (contract) @
- 2014 -2015 Investment Basis Analyst (contract) @
- 2010 -2014 Sr. Client Relations Specialist @
- 2008 -2009 Financial Services @ NCB
- 2007 -2008 Financial Servies @
- 2004 -2007 Project Manager @ NSS
Brian Forbush Education
- Webster University
Master of Science (M.S.) (Quantitative Finance)
2012-2014 - Western Kentucky University
Bachelor of Arts (B.A.) (PSYCHOLOGY)
1992-1994
Brian Forbush Skills
- Irs Regulations
- Auditing
- Leadership
- Modern Portfolio Theory
- PowerPoint
- Project Estimation
- Anti Money Laundering
- Account Management
- Portfolio Management
- Clent Facing Presentations
- Investments
- Crystal Reports
- Cost Basis Reporting
- Investment Mod
- Procedure Manuals
- Finance
- Process Improvement
- Visio
- Investment Modeling
- Financial Services
- Life Insurance
- Outlook
- Microsoft Office
- Microsoft Word
- Risk Analysis
- Investment Strategies
- Operations Management
- Smart Station
- Microsoft Excel
- Financial Advisor Subject Matter Support
- Customer Service
- Thomson Reuters Beta
- Superior Client Service
- Return on Investment Analysis
- Statistics
- Analysis
- Investment Regulations
- Thomson Reuters
- Performance Reporting
Brian Forbush Summary
- Brian Forbush, based in Imperial, MO, US, is currently a Financial Advisor at First State Financial Management. Brian Forbush brings experience from previous roles at Wells Fargo Advisors, Midland States Bank (contractor) and Scottrade (contract). Brian Forbush holds a 2012 - 2014 Master of Science (M.S.) in Quantitative Finance @ Webster University. With a robust skill set that includes Irs Regulations, Auditing, Leadership, Modern Portfolio Theory, PowerPoint and more. Brian Forbush has 2 emails and 2 mobile phone numbers on RocketReach.
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