Jessica M. Forrest
Operations Manager, brings to Alpha Capital Management sixteen years of experience in administrative and operational functions. Series 7 Licensed, experienced in domestic and international accounts (equity, option, commodity), Euro clear transactions, Eurodollar securities, Pledged Public Funds accounts, cash management services, client communications, compliance and administrative responsibilities.
- Successfully completed the CFP™ certification exam November, 2006
- Registered Sales Assistant, Salomon Smith Barney, Austin
- Sales Assistant, Prudential Securities Inc., Austin
- Sales Assistant, Shearson Lehman American Express, Austin
- Completing Liberal Arts Degree, St. Edwards University Austin, Associates Degree Business Administration
- Bilingual, fluent in Spanish
- PTA Volunteer Literacy Coordinator, Birthday Book Club
- Marathoner, Triathlete
- Residing with her two children and husband in Austin