Forrest Wilson Email & Phone Number
EVP - Chief Retirement Services Officer @ Alerus
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Forrest Wilson Location
- Charlotte, NC, US
Forrest Wilson Work
- EVP - Chief Retirement Services Officer @ (February 2024 - Present)
- SVP, Sales and Distribution - Retirement Plans @ (December 2018 - February 2024)
- Vice President - Institutional Sales, DCIO @ ICMA-RC (July 2017 - November 2018)
- Head of Retirement Sales @ (November 2013 - February 2017)
- Managing Director, National Sales @ ASPire Financial Services, LLC (July 2012 - November 2013)
- Regional Sales Director @ (April 2009 - July 2012)
- General Manager - Divisonal @ (January 2004 - January 2009)
- Vice President - Sales @ (January 1997 - January 2004)
Forrest Wilson Education
- New York University
MBA (Marketing / Finance)
2001-2005 - Central Connecticut State University
BS (Marketing)
1988-1993
Forrest Wilson Skills
- 401k
- Retirement
- Retirement Plan Consulting
- Mutual Funds
- Profit Sharing
- Retirement Planning
- ERISA
- Sales
- New Business Development
- Research
- Marketing
- Change Management
- Training
- Business Development
Forrest Wilson Summary
- Forrest Wilson, based in Charlotte, NC, US, is currently a EVP - Chief Retirement Services Officer at Alerus. Forrest Wilson brings experience from previous roles at Ameritas, ICMA-RC, Allianz Global Investors and ASPire Financial Services, LLC. Forrest Wilson holds a 2001 - 2005 MBA in Marketing / Finance @ New York University. With a robust skill set that includes 401k, Retirement, Retirement Plan Consulting, Mutual Funds, Profit Sharing and more. Forrest Wilson has 3 emails and 1 mobile phone numbers on RocketReach.
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