Beth Forbes in

Beth Forbes

Energizer · DISC type I
Chief Operating Officer - Investment Office at Michigan State University
📍 Greenwich, Connecticut, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Chief Operating Officer - Investment Office
Job Level
Leadership
Location
Greenwich, Connecticut, United States
Personality Overview

How Beth shows up

Relationship Oriented
Full Of Energy
Big Picture Person

They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Priorities

Topics Beth cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2019
Chief Operating Officer - Investment Office
Michigan State University
9-2017 - 6-2019
Executive Director - Head of Governance & Controls - Firmwide Indirect Tax Operations
J.P. Morgan
7-2016 - 9-2017
Executive Director - Firmwide Regulatory Reporting & Analyis (Global Finance)
J.P. Morgan
9-2012 - 7-2016
Executive Director - Global Wealth Management - Business Management (Internal Consulting/COO)
J.P. Morgan
8-2010 - 12-2011
Senior Director - Finance - Strategic Initiatives & Government Relations
NEWAsurion
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
MTX
Georgia State University
Executive MBA
SMU Cox School of Business
BBA
Stetson University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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