Joseph Forman

Joseph forman

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location of Joseph FormanSykesville, Maryland, United States
Followers of Joseph Forman320 followers
  • Timeline

  • About me

    Portfolio Manager at Athlon Advisors

  • Education

    • University of maryland

      -
      Bachelor of arts in economics economics
  • Experience

    • Ocean city beach patrol

      May 2016 - Aug 2018
      Surf rescue technician

      -Ensure the safety of beach patrons by reinforcing beach ordinances and policies -Educate the public of potential dangers through mass educational speeches -Rescue distressed swimmers and respond to emergency situations in a timely and professional manner-Effectively communicate using the semaphore flag signaling system

    • Ford motor company

      Jan 2017 - Jan 2018
      Financial analyst

      -Prepared financial reports for executives assessing the useful life of vehicles, property, and equipment in support of budget and forecasted activities -Monitored global investment costs for new vehicles -Coordinated cross- functionally to develop analytical profit forecasts for each vehicle line-Supported the development of a budget and business plan-Developed reports to detail aging and past due accounts for senior management -Initiated collection proceedings against accounts past due more than three months Show less

    • Phoneix private wealth - axa advisors, llc

      Dec 2018 - Jul 2019
      Financial professional

      Our team specializes in wealth management strategies and insurance planning with an emphasis on tax-efficiency. We provide knowledgeable, objective financial strategies based on face-to-face needs analysis and strategic long-term relationships. Our mission and vision is to change the face of financial advising to be servants to the public and heroes to the people we help.

    • Athlon advisors

      Dec 2020 - now
      Portfolio manager

      Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Athlon Advisors and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success. Show less

  • Licenses & Certifications

    • Series 7

      Finra (financial industry regulatory authority)
    • Health, life, and variable lines

      Maryland insurance administration