Jared D Forman

Managing Partner

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Location:

New York, NY

Industry:

Financial Services

Work:

Dixon Hughes Goodman Llp
Managing Partner - Enterprise Risk and Quantitative Advisory
Pwc Jul 2013 - Aug 2014
Director - Financial Services Risk Advisory
Pwc Aug 2005 - Sep 2010
Manager - Global Human Resource Solutions - Actuary
Aug 2005 - Sep 2010
Managing Partner

Education:

Binghamton University 2001 - 2005
Bachelors, Bachelor of Arts, Mathematics Binghamton University 1981 - 1982
Bachelors, Bachelor of Arts

Skills:

Enterprise Risk Management
Risk Management
Statistical Modeling
Risk Assessment
Financial Modeling
Management Consulting
Financial Risk
Financial Analysis
Governance
Stress Testing
Economic Capital
Orsa
Valuation
Insurance Risk
Insurance Regulatory
Access
Risk Analysis
Due Diligence
Alm
Defined Benefit
Pensions
Organizational Design
Monte Carlo Simulation
Word
Powerpoint
Ccar
Financial Risk Management
Actuarial Consulting
Mathematics
Stochastic Modeling
Retirement Plans
Retirement Plan Consulting
Excel

Certifications:

Fellow of the Society of Actuaries
Chartered Enterprise Risk Analyst
Financial Risk Manager
Associate of the Society of Actuaries

Assistant Vice President

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Location:

9846 Wanda Park Dr, Beverly Hills, CA 90210

Industry:

Financial Services

Work:

Crédit Agricole Cib
U.s Associate - Counterparty Risk and Permanent Control
Dozen's Cookies 2012 - Apr 2017
Vice-President
Magi Capital Management Jan 2013 - Apr 2017
Co-Founder
Morning Brew Your Daily Fix of Everything Business Mar 2015 - Jan 2017
Lead Analyst and Writer
Republic Investment Company May 2016 - Aug 2016
Associate, Investments

Education:

University of Michigan - Stephen M. Ross School of Business 2014 - 2017
Bachelors, Bachelor of Business Administration, Accounting, Finance University of Michigan 2013 - 2014
Beverly Hills High School 2009 - 2013

Skills:

Valuation
Financial Analysis
Data Analysis
Bloomberg
Financial Modeling
Equities
Investment Banking
Corporate Finance
Economics
Analysis
Capital Markets
Investments
Leadership
Critical Thinking
Analytic Problem Solving
Time Management
Management
Customer Service
Marketing
Microsoft Excel
Powerpoint
Public Speaking
Research
Social Media
Microsoft Office
Social Networking
Microsoft Word
Teamwork
Finance
Sales
Strategic Planning
Entrepreneurship
Portfolio Management
Strategy
Social Media Marketing
Writing
Business Strategy
Market Research
Team Building
New Business Development
Budgets
Business Development

Interests:

Football
Children
Civil Rights and Social Action
Financial Investing
Education
Environment
Baseball
Basketball
Public Equities
Poverty Alleviation
Fitness
Science and Technology
Animal Welfare
Disaster and Humanitarian Relief
Human Rights
Hockey
New Business Ventures
Health

Languages:

English

Certifications:

Cfa Level Ii Candidate

Analyst

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Location:

New York, NY

Industry:

Environmental Services

Work:

Steven Winter Associates
Analyst
Live Building Systems Dec 2016 - Aug 2018
Operations Manager
Sunrun Oct 2015 - Aug 2016
Field Marketing Team Lead
H2M Architects + Engineers Jun 2015 - Sep 2015
Staff Scientist
Longshore Environmental Inc Jun 2014 - Aug 2014
Intern

Education:

Skills:

Environmental Awareness
Environmental Science
Renewable Energy
Sustainability
Canvassing
Sales
Geographic Information Systems
Python
Microsoft Office
Team Leadership
Leed Green Associate

Languages:

English
Spanish

Line Cook

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Location:

51 Front St, Cumberland, RI 02864

Industry:

Restaurants

Work:

Gramercy Tavern Nov 1, 2010 - Nov 30, 2011
Line Cook
Altamarea 2010 - 2011
Line Cook
Marea May 1, 2010 - Nov 1, 2010
Line Cook
Momofuku Ssam Bar May 1, 2007 - May 1, 2010
Line Cook
Momofuku 2007 - 2010
Line Cook

Education:

Xaverian High School
Johnson & Wales University

Associate

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Location:

New York, NY

Industry:

Law Practice

Work:

Education:

Jared Forman

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Jared Forman

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Jared Forman

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