Ari Forman
Distribution Strategy & Operations Executive

Biography

Ari has spent the last 15-plus years in sales, consulting, strategy and operations leadership roles primarily in the financial services industry. Entrepreneurial in nature, he’s enjoyed helping firms turn around departments, launch new products and enter new market segments while always focusing on delivering meaningful improved results.

For the last two years, he has held the role of Head of Internal Sales, Sales Strategy and Sales Operations at Ascensus. He is responsible for the overarching distribution strategy for the retirement business and leadership responsibilities for virtual sales, strategic account management, sales analytics and sales operations teams. Ascensus helps more than nine million Americans save for retirement, college and healthcare with premier service and technology. Prior to Ascensus, Ari held the role of AVP, Head of Distribution Strategy and Operations at Lincoln Financial Group.

Ari has a BS in marketing from Bloomsburg University and an MBA with a concentration in Investment Portfolio Management from Drexel University. He has completed advanced leadership certificate programs through Cornell University, is Lean Six Sigma certified, and holds a number of FINRA licenses and industry specific designations.