Soli Forouzan, CFA in

Soli Forouzan, CFA

Enthusiast · DISC type i
Founding Principal at Cogent Capital Group - Registered Investment Advisors
📍 Marina del Rey, California, 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.

Login to view overviewLogin to view overview
Experience
24 Years
Current Role
Founding Principal
Job Level
Senior
Location
Marina del Rey, California, United States
Personality Overview

How Soli shows up

Optimistic
Story Driven
Non-Confrontational

They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Soli cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

2-2003
Founding Principal
Cogent Capital Group - Registered Investment Advisors
1-2000
Founding Principal
Mind Span Inc.- Investment Advice and Consulting
2007 - 2008
Chief Risk Officer
National Energy & Trade, LP
2005 - 2006
SVP Product Management & Strategy
SunGard Energy
1997 - 2000
Chief Risk Officer/ Director Storage Trading
PG&E Energy Trading
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1984 - 1987
CFA Charter
CFA Institute
1978 - 1980
Master of Business Administration - MBA
Questrom School of Business, Boston University
1974 - 1978
BS
Questrom School of Business, Boston 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.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Soli. Free, 10 seconds.