Forrest Wilson Email & Phone Number

EVP - Chief Retirement Services Officer @ Alerus

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Forrest Wilson Location

Charlotte, NC, US

Forrest Wilson Work

2024 - now EVP - Chief Retirement Services Officer @ Alerus
2018 - 2024 SVP, Sales and Distribution - Retirement Plans @ Ameritas
2017 - 2018 Vice President - Institutional Sales, DCIO @ ICMA-RC

2013 - 2017 Head of Retirement Sales @ Allianz Global Investors
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2012 - 2013 Managing Director, National Sales @ ASPire Financial Services, LLC
2009 - 2012 Regional Sales Director @ Empower Retirement
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2004 - 2009 General Manager - Divisonal @ ING Nederland
1997 - 2004 Vice President - Sales @ Fidelity Investments
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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

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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 2 emails and 1 mobile phone numbers on RocketReach.

Forrest Wilson Emails

Found 2 emails

Forrest Wilson Phone Numbers

Found 3 phone numbers

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Others Named Forrest Wilson

Forrest Wilson

EVP - Chief Retirement Services Officer at Alerus

Charlotte, NC, US
2
- gmail.com
- alerus.com
3
- +1 704-929-XXXX
- +1 919-781-XXXX
- +1 203-352-XXXX
Forrest Wilson

Group Manager | Vice President at JE Dunn Construction

Austin, TX, US
3
- juno.com
- jedunn.com
- gmail.com
5+
- +1 615-620-XXXX
- +1 512-329-XXXX
- +1 615-542-XXXX
- +1 512-398-XXXX
- +1 512-398-XXXX
- +1 512-507-XXXX
Forrest Wilson

Manager, National Tax Office at Alvarez & Marsal

Atlanta, GA, US
2
- alvarezandmarsal.com
- alvarezandmarsal.co.uk
1
- +1 678-499-XXXX

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Forrest Wilson

EVP - Chief Retirement Services Officer at Alerus

Charlotte, NC, US
2
- gmail.com
- alerus.com
3
- +1 704-929-XXXX
- +1 919-781-XXXX
- +1 203-352-XXXX
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Board Of Directors at Alerus

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