Toby Lee's Location
Richmond, BC, CA
Toby Lee's Work
Toby Lee's 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's Skills
Toby Lee's Summary
Toby Lee, based in Richmond, BC, CA, is currently a Senior Manager, Fund Accounting at Nicola Wealth, bringing experience from previous roles at Nicola Wealth, Pinnacle Fund Services and Radiant Communications. Toby Lee holds a 2017 - 2020 CFA Institute. With a robust skill set that includes Microsoft Office, Financial Accounting, Customer Service, Sales, New Business Development and more, Toby Lee contributes valuable insights to the industry. Toby Lee has 2 emails on RocketReach.