Forum Financial Management, LP

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Forum Financial Management, LP Employees

Employee
Years
Job
Industry
Daniel Drallmeier Daniel Drallmeier Greater Chicago Area Details
Daniel Drallmeier's Forum Financial Management, LP Experience January 2015 - Present
Job Portfolio Trader at Forum Financial Management, LP
Industry Investment Management
Experience
Forum Financial Management, LP   January 2015 - Present
Forum Financial Management, LP   June 2012 - Present
Alzheimer's Association, Greater Illinois Chapter Junior Board   August 2015 - Present

Skills
Series 65

Education
University of Iowa   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Allison Tronnes Allison Tronnes Greater Chicago Area Details
Allison Tronnes's Forum Financial Management, LP Experience May 2001 - Present
Job Onboarding & Compliance Coordinator at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   May 2001 - Present

Education
Elmhurst College   1997 — 2001
BS, Economics & Business Administration

Michael Kennedy, CFP® Michael Kennedy, CFP® Greater Chicago Area Details
Michael Kennedy, CFP®'s Forum Financial Management, LP Experience August 2010 - Present
Job Experienced CERTIFIED FINANCIAL PLANNER™ Forum Financial Management LP
Industry Financial Services
Experience
Forum Financial Management, LP   August 2010 - Present
Fifth Third Private Bank  2005 - 2009
LaSalle Bank N.A.   1987 - 2005

Education
Northern Illinois University   1974 — 1976
Finance, Business

J. Sterling Morton East High School   1968 — 1972
Diploma, High School/Secondary Diplomas and Certificates

Michael Kite Michael Kite Greater Chicago Area Details
Michael Kite's Forum Financial Management, LP Experience September 2011 - Present
Job Investment Advisor Representative of Forum Financial Management
Industry Financial Services
Experience
Faermark & Williams, LLC   February 2012 - Present
Forum Financial Management, LP   September 2011 - Present
Forum Financial Management, LLC   January 2011 - September 2011
Colky & Kirsh, Ltd.   June 2010 - April 2011
Huron Consulting  August 2009 - June 2010
Knosher & Kite, Attorneys at Law   November 2009 - May 2010
City of Chicago/O'Hare Modernization Program   July 2008 - December 2008
The Honorable Jesse Reyes   January 2007 - May 2007
Genworth Financial Services   October 2005 - December 2005
DuPage County  August 2005 - October 2005

Skills
Estate Planning, Small Business, Corporate Law

Education
The John Marshall Law School   2006 — 2009
Juris Doctor

University of Illinois at Urbana-Champaign   2001 — 2005
Bachelor of Arts, History

Thomas Wesche Thomas Wesche Greater Chicago Area Details
Thomas Wesche's Forum Financial Management, LP Experience February 2011 - June 2011
Job Accounting and Finance Consultant, Business Analyst
Industry Financial Services
Experience
Rupari Food Services  October 2011 - Present
SciTech Hands On Museum  June 2011 - August 2011
Forum Financial Management, LP   February 2011 - June 2011
CF Industries  November 1985 - August 2010
Quaker Oats  February 1980 - November 1985
Deloitte & Touche  September 1977 - February 1980
Borg Warner Automotive  January 1976 - August 1976

Education
Northwestern University - Kellogg School of Management   1981 — 1984
MM, Finance

Indiana University Bloomington   1973 — 1977
BS, Accounting

David McClellan David McClellan Chicago, Illinois Details
David McClellan's Forum Financial Management, LP Experience August 2015 - Present
Job Financial Advisor at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   August 2015 - Present
Urban Prairie Waldorf School  May 2008 - Present
1871  December 2014 - Present
Albridge, an Affiliate of Pershing  March 2011 - Present
Swim Across America,Inc  December 2011 - December 2014
Alliance for the Great Lakes  November 2005 - October 2011
iNautix USA, a division of Pershing LLC   September 2008 - February 2011
ProofSpace   March 2007 - April 2008
Morningstar LLC   August 2004 - March 2007
Morningstar  August 2001 - August 2004

Skills
Financial Services, Series 65, Investment Advisory..., Retirement Income..., Retirement Planning, Financial Planning, Investments, Wealth Management, Sales, Business Development, New Business Development, Relationship Management, Business Strategy, Strategic Planning, Competitive Analysis, Customer Value..., Employee Value..., Product Strategy, Product Innovation, Product Development, User Experience, Product Management, Marketing Strategy, Market Research, Marketing Communications, Entrepreneurship, Start-ups, Financial Technology, Start-up Consulting, Leadership, Thought Leadership, Non-profit Leadership, Non-profit Boards, Fundraising, Management, Consulting, Change Management, Public Speaking, Business Writing, Microsoft Excel, Financial Modeling

Education
The University of Chicago - Booth School of Business   1996 — 1998
MBA

The University of Texas at Austin   1986 — 1990
B.A. with Honors

Martin County High School   1982 — 1987

Robert Methven Robert Methven Richmond, Virginia Area Details
Robert Methven's Forum Financial Management, LP Experience July 2007 - Present
Job Principal at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   July 2007 - Present
Genworth Financial  2004 - 2007
GE Capital  2002 - 2004
GE Capital  1997 - 2001
Price Waterhouse  1993 - 1997
Nancy's Restaurant & Bar, Christchurch, New Zealand   1991 - 1993
Arthur Andersen  1984 - 1991

Education
University of Canterbury   1980 — 1984

A. Andrew (Andy) Marwede A. Andrew (Andy) Marwede Lake Forest, Illinois Details
A. Andrew (Andy) Marwede's Forum Financial Management, LP Experience October 2012 - Present
Job Partner at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   October 2012 - Present
Serious Stewardship LLC   2004 - November 2012
Credit Suisse  2000 - 2004
Donaldson, Lufkin & Jenrette   1996 - 2000

Education
Northwestern University - Kellogg School of Management   1989 — 1991
Master of Management, Business Administration and Management, General

Yale University   1981 — 1985
Bachelor of Arts (B.A.), Political Science

Norm (Norbert) Mindel Norm (Norbert) Mindel Greater Chicago Area Details
Norm (Norbert) Mindel's Forum Financial Management, LP Experience January 2001 - Present
Job Principal at Forum Financial Management LP; JD, CPA, PFS, CFP®
Industry Financial Services
Experience
Forum Financial Management, LP   January 2001 - Present
Genworth Financial  2004 - 2007
General Electric  1998 - 2004
The Terra Financial Companies/Terra Securities Corporation   1981 - 1998

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1975 — 1978
JD, Law

Illinois Institute of Technology   1969 — 1973
BS, Accounting and Finance

Molly McQuillan Molly McQuillan Greater Chicago Area Details
Molly McQuillan's Forum Financial Management, LP Experience March 2011 - Present
Job Marketing Coordinator at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   March 2011 - Present
Palmer Place   May 2008 - September 2012
The Leukemia & Lymphoma Society  June 2010 - November 2010
Champaign Urbana Special Recreation  January 2009 - May 2010
University of Illinois at Urbana-Champaign  October 2006 - May 2010

Skills
Social Media, PowerPoint, Microsoft Office, Event Planning, Marketing, Microsoft Excel, Customer Service, Public Speaking, Management, Leadership

Education
University of Illinois at Urbana-Champaign   2006 — 2010

William (Bill) Carlson, AAMS, AWMA William (Bill) Carlson, AAMS, AWMA Greater Chicago Area Details
William (Bill) Carlson, AAMS, AWMA's Forum Financial Management, LP Experience May 2010 - Present
Job Partner at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   May 2010 - Present
Victor Capital   March 2005 - May 2010

Education
Arizona State University
Finance

Mac Davis Mac Davis Greater Chicago Area Details
Mac Davis's Forum Financial Management, LP Experience January 2015 - Present
Job Advisory Services Associate
Industry Financial Services
Experience
Forum Financial Management, LP   January 2015 - Present
Black Rock Milling & Paving Company   January 2011 - Present
The Patching People   April 2010 - December 2010

Skills
Estimating, Scheduling, Microsoft Office, Customer Relations, Contract Negotiation, Sales Management, Process Scheduler, Budgets, Real Estate, Customer Service, Negotiation, Team Building, Marketing, Leadership, Customer Satisfaction, Account Management, Cold Calling, Sales, Strategic Planning, Microsoft Excel, Management

Education
DePaul University   2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Indiana University Bloomington   2006 — 2010
BS, Financial Management

Mary Pat Wesche, CPA, PFS, CFP® Mary Pat Wesche, CPA, PFS, CFP® Greater Chicago Area Details
Mary Pat Wesche, CPA, PFS, CFP®'s Forum Financial Management, LP Experience August 2005 - Present
Job Principal/Owner at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management LP  August 2005 - Present
Forum CPA Group LLC   2005 - Present
Alexander X Kuhn and Company   August 1997 - August 2005
Hofner and Hofner   September 1993 - August 1997
Quaker Oats  1980 - 1989
Ernst and Young  1979 - 1980

Education
Northwestern University - Kellogg School of Management   1981 — 1984
MBA, Marketing, Finance and Intl Business

St. Joseph's College   1975 — 1979
Bachelor of Science, Accounting

Carter Carlson Carter Carlson Sugar Grove, Illinois Details
Carter Carlson's Forum Financial Management, LP Experience May 2014 - Present
Job Summer Intern at Forum Financial Management, LP
Industry Management Consulting
Experience
Forum Financial Management, LP   May 2014 - Present

Skills
Works well with a team, Time Management, Achieving Results, Sales, Management, Teamwork, Leadership

Education
Indiana University Bloomington   2013 — 2017
Entrepreneurship and Corporate Innovation, Marketing/Marketing Management, General, Freshman

Marmion Academy   2009 — 2013
Academic Degree, General Studies, Graduate

Lee Kolodziej Lee Kolodziej Greater Chicago Area Details
Lee Kolodziej's Forum Financial Management, LP Experience November 2009 - Present
Job Financial Advisor at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   November 2009 - Present
First Capital Financial Concepts   November 2008 - October 2009
BNI  2008 - 2009
AXA-Advisors  June 2006 - October 2008
UPS  January 1979 - January 2006

Skills
Strategic Financial..., Insurance, Wealth Management, Small Business, Retirement Planning

Education
University of Illinois at Chicago   1972 — 1976
BS, Marketing

Marquette University   2002 — 2006
Marquette Parent

Marcus Heinrich, CFP® Marcus Heinrich, CFP® Greater Chicago Area Details
Marcus Heinrich, CFP®'s Forum Financial Management, LP Experience January 2001 - Present
Job Principal at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   January 2001 - Present
Ann & Robert H. Lurie Children's Hospital of Chicago Foundation   January 2012 - December 2012
Living Well Cancer Resource Center   January 2008 - December 2011
Genworth Financial  August 2000 - March 2011
GE  June 1998 - August 2000
The Terra Financial Companies. Ltd., / Terra Securities Corporation   September 1984 - June 1998

Education
College For Financial Planning   1986 — 1988
CFP Certificant

University of Illinois at Urbana-Champaign   1976 — 1980
BS

John J. Adam EA, CFP® John J. Adam EA, CFP® Greater Chicago Area Details
John J. Adam EA, CFP®'s Forum Financial Management, LP Experience July 2002 - Present
Job Partner at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   July 2002 - Present
Forum Tax And Accounting Services LLC   July 2002 - Present

Education
St. Joseph's College (IN)   1974 — 1978

Alan Hambourger, CPA, PFS, CFP® Alan Hambourger, CPA, PFS, CFP® Greater Chicago Area Details
Alan Hambourger, CPA, PFS, CFP®'s Forum Financial Management, LP Experience 2010 - Present
Job Principal/Owner at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP   2010 - Present
Pinnacle Financial Solutions PC   1977 - December 2009

Education
University of Illinois at Urbana-Champaign - College of Business   1968 — 1972
BS, Accounting

Philip Metz Philip Metz Greater New York City Area Details
Philip Metz's Forum Financial Management, LP Experience October 2013 - Present
Job RegentAtlantic A Better Way
Industry Financial Services
Experience
RegentAtlantic  April 2015 - Present
Forum Financial Management LP  October 2013 - Present
Lighthouse Financial Group Inc.   August 2012 - July 2013
Genworth Financial Securities Corporation   October 2005 - April 2012
CJM Planning Corporation   May 1999 - October 2005

Skills
Business Development, Customer Support..., Relationship..., Logistics, Cash Management, Corporate Education &..., Cost Analysis, Foundational..., Industry Suitability, Inventory Control &..., Logistical Analysis, Marketing/Merchadising..., Personnel Development &..., Procedural Analysis, Resource Management, Securities, Customer Service, Management, Operations Management

Education
Passaic County Community College
A.A.