Matt Forman Email & Phone Number
Senior Regional Vice President
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Matt Forman Location
- Charlotte, NC, US
Matt Forman Work
- 2025 -now Senior Regional Vice President @ Allianz Life Financial Services, LLC/Member FINRA
- 2017 -2025 Regional Sales Director @
- 2014 -2017 Regional Sales Director @
- 2010 -2014 Regional Sales Consultant @
- 2006 -2010 Senior Investment Specialist @
- 2004 -2006 Retirment Plan Manager @
- 2002 -2004 Retirement Account Representative @
Matt Forman Education
- Western New England University
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2010-2014 - Western New England University
Bachelor of Science in Business Administration (Marketing)
1998-2002
Matt Forman Skills
- Alternative Investments
- Investments
- Mutual Funds
- Series 63
- Series 7
- Asset Allocation
- Asset Management
- Investment Advisory
- Retirement Planning
- Wealth Management
- Financial Services
- Retirement
- Securities
- Investment Strategies
- Portfolio Management
- Equities
- Fixed Income
- Investment Management
- Financial Advisory
- Microsoft Excel
- Leadership
- Marketing
- Public Speaking
- Project Planning
- Business Analysis
Matt Forman Summary
- Matt Forman, based in Charlotte, NC, US, is currently a Senior Regional Vice President at Allianz Life Financial Services, LLC/Member FINRA. Matt Forman brings experience from previous roles at Virtus Investment Partners and Prudential Financial. Matt Forman holds a 2010 - 2014 Master of Business Administration (M.B.A.) in Business Administration and Management, General @ Western New England University. With a robust skill set that includes Alternative Investments, Investments, Mutual Funds, Series 63, Series 7 and more. Matt Forman has 2 emails and 1 mobile phone numbers on RocketReach.
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