Roger Forman
Law Firm Group, Private Bank
- Role
- Law Firm Group, Private Bank at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Roger Forman
Experienced Licensed Sales Professional & Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in Banking, Compliance, Coaching, Sales, Asset Management, and Equities.Top Performer and sales coach with a Bachelor in Fine Arts focused in Communications from Long Island University.
Experience
Law Firm Group, Private Bank
Jun 2022 — Present · US
Education
Long Island University
Bachelor in Fine Arts
1999 — 2001
Western New England University
Business
1998 — 1999
Skills
- Credit
- Mortgage Lending
- Financial Analysis
- Coaching
- Leadership
- Credit Risk
- Equities
- Wealth Management
- Financial Services
- Insurance
- Management
- Portfolio Management
- Loans
- Asset Management
- Marketing
- Teamwork
- Banking
- Microsoft Office
- Sales
- Project Management
- Investments
- Customer Service
- Risk Management
- Training
- Retail Banking
- Marketing Strategy
- Strategic Planning
- Microsoft Excel
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