Forrest Magee Email & Phone Number
Financial Planner @ Strategic Financial Group
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Forrest Magee Location
- Houston, TX, US
Forrest Magee Work
- 2025 -now Financial Planner @
- 2024 -2025 Investment Administrator @
- 2022 -2024 Active Trader Specialist @ Morgan Stanley/Etrade
- 2021 -2022 MBA Candidate @
- 2020 -2020 Loss Mitigation Specialist @
- 2019 -2020 Asset Manager @ Dakota Asset Services
- 2017 -2019 Transaction Analyst @
Forrest Magee Education
- Pepperdine Graziadio Business School
Master of Business Administration - MBA (Finance)
2021-2022 - Texas A&M University 2013-2017
Forrest Magee Skills
- Uniform Investment Adviser Law
- Uniform Combined State Law
Forrest Magee Summary
- Forrest Magee, based in Houston, TX, US, is currently a Financial Planner at Strategic Financial Group. Forrest Magee brings experience from previous roles at Fidelity Investments, Morgan Stanley/Etrade, Pepperdine Graziadio Business School and Rushmore Loan Management Services LLC. Forrest Magee holds a 2021 - 2022 Master of Business Administration - MBA in Finance @ Pepperdine Graziadio Business School. With a robust skill set that includes Uniform Investment Adviser Law, Uniform Combined State Law and more. Forrest Magee has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Strategic Financial Group Employees
Kevin McAndrews
President and Chief Executive Officer
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Blaine Burke
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Forrest Magee
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Mary McNulty
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Andrew Gaiser
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Morgan Wilson
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