Andrew Forzley
About Andrew Forzley
Andrew Forzley is an Internal Wholesaler specializing in Mutual Funds at Transamerica, where he has worked since 2019. He has a background in finance and political science, with previous roles at OppenheimerFunds and other organizations in sales and client service.
Work at Transamerica
Andrew Forzley has been employed at Transamerica as an Internal Wholesaler for Mutual Funds since 2019. In this role, he operates from Denver, Colorado, and focuses on supporting financial advisors in northeast Texas. He manages a region in collaboration with an external partner to meet revenue and profitability goals. His responsibilities include conducting consultative sales calls with financial advisors and licensed professionals, as well as developing asset allocation strategies that align with client objectives and risk tolerances. Additionally, he actively participates in creating and executing the territory business plan.
Education and Expertise
Andrew Forzley has a solid educational background in political science and finance. He attended Fort Collins High School from 2010 to 2014. He then studied at Colorado State University for one year, focusing on Political Science and Government. Following this, he earned a Bachelor of Science in Finance from the University of Denver, where he studied from 2015 to 2018. This combination of education provides him with a strong foundation in both the political and financial sectors, contributing to his expertise in the financial services industry.
Background
Andrew Forzley has a diverse work history that spans various roles in the financial services and customer service sectors. Before joining Transamerica, he worked at OppenheimerFunds in multiple capacities, including as a Division Associate and Client Service Associate in 2018. He also gained experience as a Sales Intern at School Datebooks in 2016 and as a Summer Intern at RBC Wealth Management in 2017. Earlier in his career, he worked at Fort Collins Club as a Maintenance staff member from 2010 to 2013.
Professional Experience
Throughout his career, Andrew Forzley has accumulated significant experience in client service and sales within the financial industry. His tenure at OppenheimerFunds involved direct client interaction and support, enhancing his skills in customer relations. As an Internal Wholesaler at Transamerica, he has developed a consultative sales approach, focusing on building relationships with financial advisors. His experience in various roles has equipped him with the ability to create tailored asset allocation strategies and contribute to business planning efforts.