Mark Forbes Email & Phone Number
Managing Director - Oklahoma
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Mark Forbes Location
- Tulsa, OK, US
Mark Forbes Work
- 2016 -now Managing Director - Oklahoma @ Strategic Retirement Partners
- 2004 -2016 President @
- 2002 -2004 Senior Retirement Advisor @
- 1991 -2002 Senior Retirement Consultant @
Mark Forbes Education
- Drake University
BSBA (Finance/Marketing)
1987-1991
Mark Forbes Skills
- 401k
- Retirement Plan Consulting
- Fiduciary Services
- Investment Advisory
- Employee Benefits
- Retirement
- Retirement Planning
- Health Insurance
- Finance
- Financial Services
- Insurance
- Management
- Mergers
- Investments
- Disability Insurance
- Strategic Planning
- Underwriting
- Leadership
- Business Analysis
- Marketing Strategy
- Mergers and Acquisitions
- Strategy
- Public Speaking
- Training
- Due Diligence
- Financial Planning
Mark Forbes Summary
- Mark Forbes, based in Tulsa, OK, US, is currently a Managing Director - Oklahoma at Strategic Retirement Partners. Mark Forbes brings experience from previous roles at Forbes Financial Group, Arthur J. Gallagher & Co. and Principal Financial Group. Mark Forbes holds a 1987 - 1991 BSBA in Finance/Marketing @ Drake University. With a robust skill set that includes 401k, Retirement Plan Consulting, Fiduciary Services, Investment Advisory, Employee Benefits and more. Mark Forbes has 2 mobile phone numbers on RocketReach.
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