Dean Forthun

Dean Forthun

Professional Baseball Player

Followers of Dean Forthun2000 followers
location of Dean ForthunPlacentia, California, United States

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  • Timeline

  • About me

    Financial Advisor | Specialty in Planning for Professionals in Closely Held Businesses, Tech, Medical, and Sports & Entertainment

  • Education

    • Bishop Amat HS

      2002 - 2006
    • Columbia University in the City of New York

      2006 - 2010
      Bachelor of Arts - BA Political Science; Focus on American Politics

      Activities and Societies: Zeta Beta Tau

    • Columbia University in the City of New York

      2011 - 2013
      Master of Science - MS Sports Business

      Activities and Societies: President/Cofounder, Sports Management Students and Alumni Association (SMSAA)

  • Experience

    • New Jersey Jackals

      Jan 2010 - Jan 2011
      Professional Baseball Player

      Played minor league baseball, unaffiliated. Catcher.

    • Lagardère Sports

      Jun 2011 - Mar 2013
      Account Manager, Partnerships and Event Marketing

      Led grassroots strategies for 11 national brands including Entenmann's, Sprite, Jiff, and Clif Bar - Owned the customer journey from post-sales through renewal and expansion with 110% annual net retention rate - Managed a team of 24 brand ambassadors across 150 events and $10MM in client product and marketing assets - Developed and led quarterly and annual presentations and analyses of program performance to key stakeholders - Partnered with sales in securing 3 new partnerships including Whistle Sports, Kellogg's, and Johnson & Johnson Show less

    • Genesco Sports Enterprises

      Jun 2013 - Apr 2015
      Account Manager, Partnerships Consulting for Pepsi Motorsports

      Led strategy planning and prioritization for more than 100 NASCAR related brand initiatives- Managed $12MM in Hendrick Motorsports Racing assets to drive national, regional, and local brand awareness and increase year-over-year beverage sales- Strengthened client relationships through daily communication and a focus on building impactful team dynamics through inclusivity, transparency, and trust - Evaluated, planned, and executed national and regional marketing initiatives leveraging Pepsi drivers Jeff Gordon, Dale Jr., and Kasey Kahne. Show less

    • Octagon

      Sept 2015 - Feb 2019
      Account Director, Partnerships Consulting for Taco Bell Corp.

      Owned client success and growth through strategic, data-driven, and tactical approaches to both long-term and day-to-day brand initiatives.- Managed $10MM in assets across 6 high profile partnerships including ESPN, MLB, NBA, PGA, Indie Gaming, and Xbox - Drove creative marketing campaigns from incubation to completion in collaboration with multiple marketing agencies including TV, PR, social, digital, and experiential - Provided customer and competitive research insights focused on high-valued, customer-obsessed opportunities Show less

    • Taco Bell

      Feb 2019 - Sept 2022
      Product Manager, Operations

      Customer-centric problem solver. Managed high-value relationships internally for corporate and externally with Franchise Owners to deliver technological and non-technological solutions to restaurants to simplify work and drive profit growth. Owned product lifecycles, roadmaps, requirements, go-to-market strategy, stakeholder alignment, and customer feedback to drive bottom line business results.

    • Northwestern Mutual

      Sept 2022 - now
      Financial Advisor

      I do investments and insurances as a comprehensive financial planner. When people say, “I gotta guy,” that’s me and my team. We look at everything including up-market strategies, down-market strategies, tax efficiencies, risk management, milestone planning, education planning, legacy and estate planning, personal and business planning. We plug in where needed or do it all. This is true comprehensive financial planning.

  • Licenses & Certifications

    • Project Management Professional (PMP)

      Project Management Institute
      Jan 2022
    • Securities Industry Essentials (SIE)

      FINRA
      Dec 2022
    • Life and Health Insurance License

      California Department of Insurance
      Sept 2022
    • Series 7

      FINRA
      Jan 2025
    • Professional Scrum Master I

      Scrum.org
      Jul 2022
    • Series 63

      FINRA
      Feb 2023
    • Series 6

      FINRA
      Jan 2023