Rob Forest Email
Operations Manager @ Wigand Integrated Wealth
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Rob Forest Location
- Colorado Springs, CO, US
Rob Forest Work
- Operations Manager @ (July 2025 - Present)
- Senior Registered Client Associate @ (June 2020 - August 2025)
- Senior Registered Client Service Associate @ Resolute Independent Advisors (April 2017 - August 2019)
- Senior Registered Client Service Associate @ (April 2009 - April 2017)
- Client Service Associate @ Smith Barney (May 2000 - April 2009)
Rob Forest Education
- Fort Lewis College
B.A. (Business Administration)
1981-1984
Rob Forest Skills
- Analytical Skills
- Confidentiality
- Control data storage
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Data Collection
- Data Entry
- Data Visualization
- Detail-oriented
- Document Management
- Financial Services
- High Level Of Accuracy
- Investments
- Maintain data security procedures
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Word
- Office 365
- Problem Solving
- Research
- Risk Management
- Salesforce
- Skilled Multi-tasker
- Spreadsheets
- Strategic Planning
- Teamwork
- Time Management
- Warehouse Operations
Rob Forest Summary
- Rob Forest, based in Colorado Springs, CO, US, is currently a Operations Manager at Wigand Integrated Wealth. Rob Forest brings experience from previous roles at Wigand Integrated Wealth, Resolute Independent Advisors, UBS Financial Services Inc. and Smith Barney. Rob Forest holds a 1981 - 1984 B.A. in Business Administration @ Fort Lewis College. With a robust skill set that includes Analytical Skills, Confidentiality, Control data storage, Customer Relationship Management (CRM), Customer Satisfaction and more. Rob Forest has 2 emails on RocketReach.
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