Shelly Appleton-Benko Email & Phone Number
Vice President, Director, Senior Wealth Manager @ Odlum Brown Limited
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Shelly Appleton-Benko Location
- Vancouver, BC, CA
Shelly Appleton-Benko Work
- 2025 -now Vice President, Director, Senior Wealth Manager @
- 2014 -now Vice President, Director, Portfolio Manager @
- 2004 -now Director, Portfolio Manager @
- 1997 -now Investment Advisor @
- 1996 -1997 Assistant @
- 2022 -now Board Member @
- 2022 -now First Tee Ambassador @
- 2010 -2011 Fellow of the CSI (FCSI) Advisory Council @
Shelly Appleton-Benko Education
-
BA (Communications, Business Admin)
- Simon Fraser University
Shelly Appleton-Benko Skills
- Investment Advisory
- Wealth Management
- Investment Strategies
- Strategy
- Investments
- Securities
- Equities
- High Net Worth Individuals
- Wealth
- Portfolio Management
- Capital Markets
- Mutual Funds
- Asset Management
- Risk Management
- Wealth Management Services
- Bonds
- Financial Services
- Fixed Income
- Management
- Strategic Planning
- Finance
Shelly Appleton-Benko Summary
- Shelly Appleton-Benko, based in Vancouver, BC, CA, is currently a Vice President, Director, Senior Wealth Manager at Odlum Brown Limited. Shelly Appleton-Benko brings experience from previous roles at Odlum Brown Limited. Shelly Appleton-Benko holds a BA in Communications, Business Admin. With a robust skill set that includes Investment Advisory, Wealth Management, Investment Strategies, Strategy, Investments and more. Shelly Appleton-Benko has 2 emails and 2 mobile phone numbers on RocketReach.
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