Becky Forth Email
Associate @ West Oak Family Office
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Becky Forth Location
- Calgary, AB, CA
Becky Forth Work
- Associate @ (May 2022 - Present)
- Client Service Associate, Private Investment Advice @ (January 2021 - May 2022)
- Assistant, Sales and Trading @ (December 2019 - November 2020)
- Assistant, Sales and Trading @ GMP FirstEnergy (May 2017 - December 2019)
- Manager, Operations @ FIRSTENERGY CAPITAL LLP (September 2016 - May 2017)
- Operations Assistant @ FIRSTENERGY CAPITAL LLP (August 2014 - September 2016)
- Associate Relationship Manager @ (January 2011 - August 2014)
- Sr. Financial Services Representative @ (March 2006 - December 2010)
- Financial Services Representative @ (September 2002 - March 2006)
Becky Forth Education
- Investment Funds Institute of Canada 2008-2008
Becky Forth Skills
- Customer Oriented
- Portfolio Management
- Personal Finance
- Strategic Financial Planning
- Transfer Agency
- Capital Markets
- Strategic Financial
- Securities
- Communication
- Microsoft Excel
- Relationship Management
- Reports Analysis
- Finance
- Investor Relations
- Financial Services
- Equities
- Mutual Funds
- Multi Tasking
Becky Forth Summary
- Becky Forth, based in Calgary, AB, CA, is currently a Associate at Wellington-Altus. Becky Forth brings experience from previous roles at TD, Stifel Financial Corp., GMP FirstEnergy and FIRSTENERGY CAPITAL LLP. Becky Forth holds a 2008 - 2008 Investment Funds Institute of Canada. With a robust skill set that includes Customer Oriented, Portfolio Management, Personal Finance, Strategic Financial Planning, Transfer Agency and more. Becky Forth has 1 emails on RocketReach.
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Becky Forth
Associate
Calgary, AB, CA
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