Rob Forest

Rob Forest Email and Phone Number

Registered Client Service Associate at Wigand Integrated Wealth @ Wigand Integrated Wealth
colorado springs, colorado, united states
Rob Forest's Location
Colorado Springs, Colorado, United States, United States
About Rob Forest

Rob Forest is a Registered Client Service Associate at Wigand Integrated Wealth at Wigand Integrated Wealth.

Rob Forest's Current Company Details
Wigand Integrated Wealth

Wigand Integrated Wealth

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Registered Client Service Associate at Wigand Integrated Wealth
colorado springs, colorado, united states
Employees:
4
Rob Forest Work Experience Details
  • Wigand Integrated Wealth
    Registered Client Service Associate
    Wigand Integrated Wealth Jun 2020 - Present
    Colorado Springs, Colorado, United States
  • Resolute Independent Advisors
    Senior Registered Client Service Associate
    Resolute Independent Advisors Apr 2017 - Aug 2019
    Colorado Springs, Colorado Area
    • Provide support for Financial Advisors with a client asset portfolio of over $250M.• Maintain and update client financial data to keep accounts within guidelines.• Conduct analysis on client information to identify potential risks and recommend mitigation strategies to financial advisors to maintain financial integrity.• Gather, validate, and organize financial and client data.• Highlight values and educate clients on EFT’s, Mutual Funds and other financial products.• Disseminate account data for clients per their needs.
  • Ubs Financial Services Inc.
    Senior Registered Client Service Associate
    Ubs Financial Services Inc. Apr 2009 - Apr 2017
    Colorado Springs, Colorado Area
    • Support Financial Advisors with the transition of 95% of clients from Smith Barney to UBS.• Took on additional role as backup cashier, assisting with coordinating deposits and processing payments.• Leverage knowledge of industry practices, standards and principles to ensure compliance with regulatory requirements.• Prepare client documentation and run financial reports.• Helped onboard group of new Financial Advisors in Brea, CA.• Perform work that required practical experience and training.
  • Smith Barney
    Client Service Associate
    Smith Barney May 2000 - Apr 2009

Rob Forest Education Details

Frequently Asked Questions about Rob Forest

What company does Rob Forest work for?

Rob Forest works for Wigand Integrated Wealth

What is Rob Forest's role at the current company?

Rob Forest's current role is Registered Client Service Associate at Wigand Integrated Wealth.

What schools did Rob Forest attend?

Rob Forest attended Fort Lewis College.

Who are Rob Forest's colleagues?

Rob Forest's colleagues are Isaac Krapes.

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