Toby Lee Email & Phone Number
Director, Fund Accounting @ Nicola Wealth
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Toby Lee Location
- Richmond, BC, CA
Toby Lee Work
- Director, Fund Accounting @ (January 2025 - Present)
- Senior Manager, Fund Accounting @ (January 2023 - January 2025)
- Manager, Fund Accounting @ (March 2020 - January 2023)
- Senior Fund Accountant @ (December 2017 - March 2020)
- Fund Accountant @ Pinnacle Fund Services (May 2016 - December 2017)
- Junior Accountant @ Radiant Communications (November 2014 - May 2016)
- Premium Banker | Mutual Fund Advisor @ (April 2014 - November 2014)
- Personal Banker @ (March 2013 - April 2014)
- ERP System Coordinator @ Unique Furniture Ltd. (May 2012 - March 2013)
- CRA Community Volunteer Income Tax Program (CVITP) @ (February 2012 - May 2012)
- Supervisor @ Perfit Furniture Ltd. (August 2006 - May 2012)
Toby Lee Education
- CFA Institute 2017-2020
- CPA Professional Education Program
Professional Designation (Accounting)
2014-2017 - Simon Fraser University
Bachelor of Business Administration (BBA) (Accounting Honours and Finance)
2008-2013
Toby Lee Skills
- Business Communications
- Business Development
- Customer Service
- Financial Accounting
- Microsoft Office
- Microsoft Word
- Negotiation
- New Business Development
- Project Management
- Sales
- Strategic Planning
- Team Leadership
- Team Management
Toby Lee Summary
- Toby Lee, based in Richmond, BC, CA, is currently a Director, Fund Accounting at Nicola Wealth. Toby Lee brings experience from previous roles at Nicola Wealth and Pinnacle Fund Services. Toby Lee holds a 2017 - 2020 CFA Institute. With a robust skill set that includes Business Communications, Business Development, Customer Service, Financial Accounting, Microsoft Office and more. Toby Lee has 1 emails on RocketReach.
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