Shelly Appleton-Benko Email and Phone Number
Shelly Appleton-Benko work email
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Shelly Appleton-Benko personal email
Shelly Appleton-Benko is a Vice President, Director and Portfolio Manager at Odlum Brown, with expertise in strategic wealth management. She has over 25 years of investment experience, working with clients to enhance, preserve and transition wealth. Shelly is committed to providing financial strategies that reflect the best interests of her clients. Her business focuses on advising families, entrepreneurs, as well as not-for-profit organizations and corporations with tailored financial solutions.Shelly takes the time to understand her client’s priorities, and forms a cohesive and effective wealth management strategy customized for each of her clients’ specific needs. Client investment portfolios are created with a custom blend of individually traded equity and fixed-income securities, using high-quality companies with strong management teams and promising growth potential. Full profile available at www.odlumbrown.com/shellyappletonbenko
Odlum Brown Limited
View- Website:
- odlumbrown.com
- Employees:
- 245
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Vice President, Director, Portfolio ManagerOdlum Brown Limited 2014 - PresentVancouver, British Columbia, Canada -
Director, Portfolio ManagerOdlum Brown Limited 2004 - Present -
Investment AdvisorOdlum Brown Limited May 1997 - Present -
AssistantOdlum Brown Limited Jul 1996 - May 1997 -
Board MemberBc Cancer Foundation Sep 2022 - PresentVancouver, British Columbia, Canada -
First Tee AmbassadorGolf Canada Sep 2022 - PresentBritish Columbia, Canada -
Fellow Of The Csi (Fcsi) Advisory CouncilCanadian Securities Institute 2010 - 2011Member of the Ethics sub-committee
Shelly Appleton-Benko Skills
Shelly Appleton-Benko Education Details
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Communications, Business Admin
Frequently Asked Questions about Shelly Appleton-Benko
What company does Shelly Appleton-Benko work for?
Shelly Appleton-Benko works for Odlum Brown Limited
What is Shelly Appleton-Benko's role at the current company?
Shelly Appleton-Benko's current role is Vice President, Director, Portfolio Manager at Odlum Brown Limited.
What is Shelly Appleton-Benko's email address?
Shelly Appleton-Benko's email address is sa****@****own.com
What schools did Shelly Appleton-Benko attend?
Shelly Appleton-Benko attended Simon Fraser University.
What skills is Shelly Appleton-Benko known for?
Shelly Appleton-Benko has skills like Investments, Wealth Management, Portfolio Management, Securities, Financial Services, Investment Advisory, Strategy, Wealth, Wealth Management Services, Investment Strategies, Equities, High Net Worth Individuals.
Who are Shelly Appleton-Benko's colleagues?
Shelly Appleton-Benko's colleagues are Soyoung Lee, Julianna Zumpano, Jared F., Paul Donaldson, Bba, Cim, Fma, Fcsi®, Trevor Short, John Rui, Joelle Da Silva.
Not the Shelly Appleton-Benko you were looking for?
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Shelly Appleton-Benko
Surrey, Bc
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