Leslie J. Helfgott
Keine laufenden Positionen mehr
Profil
Ms. Leslie J.
Helfgott is a Director-Portfolio Administration at West Financial Services, Inc since August 1999.
Prior to that, her experience includes over nine years as Assistant Branch Manager of F&M Bank and four years as an Examiner for James Madison Limited.
Ms. Helfgott received her BS in Business Administration from West Virginia Wesleyan College.
Ehemalige bekannte Positionen von Leslie J. Helfgott
| Unternehmen | Position | Ende |
|---|---|---|
| F&M Bank (Spokane, Washington) | Corporate Officer/Principal | - |
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Vertrieb & Marketing | - |
Ausbildung von Leslie J. Helfgott
| West Virginia Wesleyan College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
| F&M Bank (Spokane, Washington) | Finance |
