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Michael Forgea
Michael Forgea
Senior Vice President, Wealth Market Leader - U.S. Bancorp Investments, Inc.
San Francisco, California, United States
Michael Forgea
Summary
Michael Forgea is a seasoned Market Leader at U.S. Bancorp Investments, where he leads a team of Wealth Management Advisors in developing comprehensive financial plans for clients. With a strong background in financial services, he has held various leadership roles across reputable organizations, including MUFG Union Bank and UBS Wealth Management. Michael's expertise lies in understanding client goals and providing tailored solutions to enhance their financial confidence. He is recognized for his ability to coach and develop teams, ensuring they stay aligned with the clients' aspirations. His educational background in Economics and Communication Studies from U.C. Santa Barbara complements his professional journey, enabling him to communicate complex financial concepts effectively. Michael is passionate about fostering long-term client relationships and is committed to helping individuals achieve their financial objectives. Outside of his professional life, he is likely to be engaged in activities that promote financial literacy and community involvement.
Michael Forgea
Work Experience
Senior Vice President, Wealth Market Leader - U.S. Bancorp Investments, Inc. at
U.S. Bancorp
June 2023 - Present
Managing Director, Regional Sales Manager- UnionBanc Investment Services at
Union Bank
March 2013 - June 2023
Vice President, Regional Sales Manager - Investor Solutions Group at
Jefferies Group Inc
January 2012 - March 2013
Executive Director, Branch Manager - UBS Wealth Management at
UBS Group AG
August 2005 - January 2012
Director, Regional Sales Manager - UBS Global Asset Management at
Ubs Global Asset Management
September 2002 - July 2005
Director, Regional Sales Manager - Seligman Advisors, Inc. at
J&W Seligman
March 1997 - July 2002
Michael Forgea
Education
University of California, Santa Barbara, Ba
Frequently Asked Questions about Michael Forgea
What is Michael Forgea email address?
Michael Forgea's primary email address is **************@usbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Michael Forgea graduated from?
Michael Forgea holds a degree in Economics And Communication Studies from University of California, Santa Barbara.
How can I directly contact Michael Forgea?
To contact Michael Forgea directly, you can use the email address **************@usbank.com. Complete contact information is available upon registration with Muraena.
Who is Michael Forgea?
Michael Forgea is a seasoned Market Leader at U.S. Bancorp Investments, where he leads a team of Wealth Management Advisors in developing comprehensive financial plans for clients. With a strong background in financial services, he has held various leadership roles across reputable organizations, including MUFG Union Bank and UBS Wealth Management. Michael's expertise lies in understanding client goals and providing tailored solutions to enhance their financial confidence. He is recognized for his ability to coach and develop teams, ensuring they stay aligned with the clients' aspirations. His educational background in Economics and Communication Studies from U.C. Santa Barbara complements his professional journey, enabling him to communicate complex financial concepts effectively. Michael is passionate about fostering long-term client relationships and is committed to helping individuals achieve their financial objectives. Outside of his professional life, he is likely to be engaged in activities that promote financial literacy and community involvement.
Michael`s contact details
**************@usbank.com