
Dean Forthun
Professional Baseball Player

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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 - 2010Bachelor of Arts - BA Political Science; Focus on American PoliticsActivities and Societies: Zeta Beta Tau

Columbia University in the City of New York
2011 - 2013Master of Science - MS Sports BusinessActivities and Societies: President/Cofounder, Sports Management Students and Alumni Association (SMSAA)
Experience

New Jersey Jackals
Jan 2010 - Jan 2011Professional Baseball PlayerPlayed minor league baseball, unaffiliated. Catcher.

Lagardère Sports
Jun 2011 - Mar 2013Account Manager, Partnerships and Event MarketingLed 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 2015Account Manager, Partnerships Consulting for Pepsi MotorsportsLed 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 2019Account 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 2022Product Manager, OperationsCustomer-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 - nowFinancial AdvisorI 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 InstituteJan 2022
Securities Industry Essentials (SIE)
FINRADec 2022
Life and Health Insurance License
California Department of InsuranceSept 2022
Series 7
FINRAJan 2025
Professional Scrum Master I
Scrum.orgJul 2022
Series 63
FINRAFeb 2023
Series 6
FINRAJan 2023
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