Jason C. Forsythe, CFA, CFP® in

Jason C. Forsythe, CFA, CFP®

Examiner · DISC type sc
Assistant Vice President, Senior Director at Lincoln Financial Group
📍 Wayne, Pennsylvania, 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
17 Years
Current Role
Assistant Vice President, Senior Director
Job Level
Leadership
Location
Wayne, Pennsylvania, United States
Personality Overview

How Jason shows up

Process Oriented
Overcautious
Unexpressive

Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Jason cares about

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

Work history

3-2021
Assistant Vice President, Senior Director
Lincoln Financial Group
6-2018 - 3-2021
Director, Investment Research & Analysis
Lincoln Financial Group
1-2015 - 6-2018
Sr. Investment Specialist
Lincoln Financial Group
8-1998 - 2-2005
Various
Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994 - 1998
BS
Elon University - Martha and Spencer Love School of Business
1990 - 1994
Education details unavailable
Linganore High School
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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