Find your path to Mark
56 people in our graph share verified history with Mark — schools, employers, funds. One of them is your warm intro.
About
Mark Forman is Chief Marketing Officer at Optifino, with over two decades of experience in financial services and financial technology marketing. He previously held marketing roles at RetireOne and Jefferson National, where he led the customer experience discipline and ran digital marketing, and was part of the leadership team during Jefferson National's sale and transition to Nationwide. Earlier in his career, he worked with Donna Lawrence Productions on short-form documentaries and video projects, and he is a Registered Representative of The Leaders Group, Inc.
Chief Marketing Officer at Optifino
Intro paths
In turn, Mark can intro founders to Optifino's investors below.
Optifino's investors · 5
Co-founders at Optifino
Experience
- OptifinoChief Marketing Officercurrent2025 — presentLouisville, Kentucky, United States
- Intention.lyOutsourced CMO | Client Account Strategy Director2023 — 2025King of Prussia, Pennsylvania, United States
- RetireOneChief Marketing Officer2018 — 2023Louisville, Kentucky, United States
- Nationwide FinancialSenior Consultant, Nationwide Advisory Solutions2017 — 2018Louisville Metropolitan Area
- Jefferson NationalVice President, Customer Experience2015 — 2017Louisville Metropolitan Area
- Jefferson NationalDirector of Digital Marketing2006 — 2015Louisville Metropolitan Area
- Inviva, Inc.Sr. Web Designer2000 — 2006Louisville Metropolitan Area
- Integrity Life Insurance CompanyWeb Designer1999 — 2000Louisville, KY
- Donna Lawrence ProductionsAssistant Producer1997 — 1999Louisville Metropolitan Area
- Self EmployedWriter/Graphic Designer/Researcher1995 — 1996Louisville Metropolitan Area
- Donna Lawrence ProductionsProduction Assistant1995Louisville Metropolitan Area
Skills & more
- FINRA Representative Securities License — FINRA
From Mark's professional profile.
Frequently asked questions
- Who is Mark Forman?
- Mark Forman is Chief Marketing Officer at Optifino, with over two decades of experience in financial services and financial technology marketing. He previously held marketing roles at RetireOne and Jefferson National, where he led the customer experience discipline and ran digital marketing, and was part of the leadership team during Jefferson National's sale and transition to Nationwide. Earlier in his career, he worked with Donna Lawrence Productions on short-form documentaries and video projects, and he is a Registered Representative of The Leaders Group, Inc.
- Where does Mark Forman work?
- Mark Forman is Chief Marketing Officer at Optifino.
- Where did Mark Forman go to school?
- Mark Forman studied at University of Louisville (BA, Communication).
Same school
Also attended University of Louisville53
+ 47 more
