Matt Forman Email & Phone Number
Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matt Forman Location
- Hartford, CT, US
Matt Forman Work
- 2010 -now Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor @ Merrill Lynch
- 2006 -2009 Research Consultant and Institutional Investment Consulting @
- 2004 -2006 Investment Analyst @
- 2003 -2004 Assistant Investment Analyst @
Matt Forman Education
- University of Hartford
BSBA (Economics and Finance)
1999-2003
Matt Forman Skills
- Uniform Combined State Law
- Business Analysis
- Investments
- Financial Services
- Wealth Management
- Hedge Funds
- Asset Allocation
- Equities
- Uniform Combined State
- Series 7
- Investment Advisory
- Sales
- Fixed Income
- Mutual Funds
- Investment Management
- Data Analysis
- Financial Advisory
- Financial Planning
- Series 63
- Risk Management
- Insurance
- Leadership
- Portfolio Management
- Capital Markets
- Asset Management
- Retirement
- Microsoft Office
- Retirement Planning
- Finance
- 401k
- Securities
- Alternative Investments
- Investment Strategies
Matt Forman Summary
- Matt Forman, based in Hartford, CT, US, is currently a Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor at Merrill Lynch. Matt Forman brings experience from previous roles at USI Consulting Group. Matt Forman holds a 1999 - 2003 BSBA in Economics and Finance @ University of Hartford. With a robust skill set that includes Uniform Combined State Law, Business Analysis, Investments, Financial Services, Wealth Management and more. Matt Forman has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matt Forman?
Find contact details for 700 million professionals.
Others Named Matt Forman
Matthew Forman
Chief Financial Officer
Bala Cynwyd, PA, US
Matt Forman
Assistant General Manager
Rocky River, OH, US
Matt Forman
Founder and Non Executive Director
Queensland, Australia
Matt Forman
FP and A Manager
Peterborough, GB
Matt Forman
Sr. Vice President and Sr. Project Architect II
St. Louis, MO, US
Matt Forman
Business Development Manager
Lincoln, CA, US
Matt Forman
Senior Regional Vice President
Charlotte, NC, US
Matt Forman
Senior Corporate Counsel
Coeur d'Alene, ID, US
Matt Forman
Pastor
Auckland, NZ
Matt Forman
Marketing Manager
Portland, OR, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co