West Financial Services
Address: 2010 Corporate Ridge Suite 530, McLean, VA 22102 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 847-2500: Place name: : : Category: : Website: : : Website: http://westfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of West Financial Services Inc Posting publicly on the Web Write a review Reviews 2 Google reviews From West Financial Services Inc "When choosing a financial planning and investment management firm, individuals, businesses, foundations and associations share a common need: Expert guidance that helps them reach financial goals."
West Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at West Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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West Financial Services Employees
West Financial Services 2003 - Present
Cadaret Grant & Co., Inc. 2003 - Present
First Investors Corporation 1994 - 2003
Skills
Strategic Financial..., Financial Services, Estate Planning, Retirement Planning, Wealth Management, Fixed Annuities, Life Insurance, Disability Insurance, Securities, Long Term Care Insurance, Pensions, Finance, Whole Life, Tax, FINRA, Trusts, Mutual Funds, Financial Advisory
Education
Fairleigh Dickinson University
St. Vincent de Paul School, Stirling NJ
Watchung Hills Regional High School
LPL Financial June 2014 - May 2015
Fortigent (acquired by LPL Financial in 2012) February 2006 - June 2014
West Financial Services 2002 - 2006
Folio Institutional 2000 - 2001
Todd Organization of Washington DC 1993 - 1998
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Asset Management, Due Diligence, Financial Analysis, Analysis, Finance, Business Analysis, Financial Markets, Wealth Management, Investment Strategies, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Business
University of Wisconsin-Madison 1987 — 1991
BBA, Finance
Chevy Chase Trust April 2014 - Present
Freed Advisors May 2013 - April 2014
Freed Advisors April 2011 - May 2013
West Financial Services November 2009 - March 2011
Wachovia August 2007 - November 2009
Skills
Bloomberg Terminal, Morningstar Direct, Asset Allocation, Portfolio Management, Asset Managment, Investments, Bloomberg, Fixed Income, Wealth Management, Equities, Financial Modeling, Investment Strategies, Equity Valuation, Bonds, Thompson One, Valuation, Morningstar, ETFs, Equity Research, Investment Advisory, Capital Markets, Securities, Financial Analysis, Hedge Funds, Alternative Investments, Due Diligence, Financial Advisory, Trading, Mutual Funds, Finance, Retirement Planning, High Net Worth..., Risk Management, Financial Risk, Strategic Financial..., Investment Management, Asset Management
Education
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (B.A.), Double Major: English and Spanish
West Financial Services January 2001 - Present
Houlihan Financial Resource Group October 1999 - July 2001
California Pizza Kitchen June 1994 - October 1999
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Estate Planning, Asset Allocation, Securities, Financial Services, Wealth Management, Financial Markets, Investment Advisory, ETFs, Financial Planners, Investment Strategies, Strategic Financial..., Investment Management, High Net Worth..., Alternative Investments, Asset Management, Financial Advisory, Investments, Equities, Equity Research, Bloomberg, Financial Planning
Education
College for Financial Planning 2009 — 2012
George Mason University 1997 — 2000
B.S., Business Administration, Economics concentration
The University of Texas at Arlington 1995 — 1997
Economics
West Financial Services November 2013 - Present
Education
UMW 1980 — 1984
1984, Business Administration
George Mason University 1994 — 1996
MBA, Finance, Accounting, Information Technology
Georgetown University 2009 — 2009
Financial Planning, Certificate in Financial Planning
The University of Georgia 2013 — 2013
Financial Planning Association Residency Program
Denham Corporation August 2013 - March 2014
Rocket Learning November 2012 - June 2013
West Financial Services January 2013 - April 2013
George's Painting September 2011 - January 2012
Babson College September 2009 - August 2011
Babson College September 2006 - August 2009
Skills
Microsoft Office, Database Administration, Close Attention to..., Grammar, Data Entry, Microsoft Excel, Problem Solving, Text Editing, Tax Preparation, Clerical Skills
Education
Babson College 2006 — 2011
Bachelor of Science (BS), Business Administration
Jersey Paddler February 2012 - Present
Rotary District 7500 June 1999 - November 2011
West Insurance Group January 2008 - January 2009
West Financial Services March 2006 - January 2008
Skills
Investments, Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Insurance, Asset Managment, Pensions, Financial Services, Leadership Development, Team Leadership, Public Speaking, Project Management, Financial Modeling, Corporate Finance, Financial Risk, Employee Benefits, Business Development, Management, Banking, Leadership, Team Building, Marketing, Microsoft Office, Accounting, Strategy, Asset Management, Finance, Negotiation, Life Insurance, Training, Social Media
Education
Temple University 2000 — 2005
BBA, Finance
Temple University 2000 — 2005
BBA, Economics
West Financial Services 2009 - Present
Rotary International 2013 - Present
US Trust 2006 - 2009
Harris SBSB 1992 - 2006
Burt Wealth Advisors 1990 - 1992
Regardie, Brooks & Lewis 1986 - 1990
Skills
Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Finance, Mutual Funds, Financial Planning, Estate Planning, Wealth Management, Financial Advisory, Retirement, Asset Allocation, Financial Services, Equities, Alternative Investments, Asset Management, Investment Advisory, Investment Management, Investment Strategies, Wealth, Risk Management, Insurance, Personal Financial..., Loans, Financial Risk, Financial Planners, Mortgage Lending, Asset Managment
Education
University of Maryland - Robert H. Smith School of Business
BS, Accounting
College for Financial Planning
CFP Professional Education Program
West Financial Services January 2014 - Present
Skills
Investments, Portfolio Management, Equity Research, Asset Allocation, Valuation, Equity Valuation, Asset Managment, Hedge Funds, Investment Management, Alternative Investments, Investment Strategies, Asset Management, Equities, Bloomberg, Investment Advisory
Education
George Mason University 1993 — 1997
B.S., Finance
Hopwood Financial Services July 2003 - Present
West Financial Services November 1993 - July 2003
Prudential Securities October 1986 - November 1993
First American Bank of Virginia September 1981 - October 1986
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, Alternative Investments, Equities, Investment Strategies, Financial Advisory, Estate Planning, Financial Analysis, Wealth, Finance, Risk Management, Asset Management, Investment Management, Financial Planners, Securities, Wealth Management..., 401k, Financial Markets, ETFs, Retirement, High Net Worth..., Real Estate Transactions, Financial Planning
Education
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance
Yorktown High School 1974 — 1977
High School
Federal Energy Regulatory Commission December 2008 - Present
Federal Energy Regulatory Commission September 2008 - December 2008
U.S. Securities & Exchange Commission 2007 - 2007
NASD 2006 - 2006
West Financial Services 2004 - 2005
Capitol Securities Management, Inc. 2001 - 2004
Skills
Legal Writing, Administrative Law, Legal Research, Energy, Research, Energy Law, Energy Policy, Energy Markets, Appeals, Electric Power
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
J.D., Securities & Corporate Law Concentration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business, Chemistry Minor
Infosys May 2015 - Present
BeeHave May 2014 - April 2015
Princeton Financial Systems, a State Street Company September 2011 - May 2014
BNY Mellon April 2006 - September 2011
Pershing, a BNY Mellon company November 2004 - April 2006
West Financial Services August 2002 - November 2004
Emcore Corporation November 1996 - August 2002
Skills
Product Management, Relationship Management, Product Marketing, Marketing, Strategic Planning, Project Management, Product Development, Business Development, Vendor Management, Sales, Financial Services, Business Analysis, Strategy, Lead Generation, Competitive Analysis, Strategic Partnerships, Market Research, Marketing Strategy, Leadership, Management, Enterprise Software, CRM, Consulting, Business Planning, Risk Management, Mergers & Acquisitions
Education
New Jersey Institute of Technology
MS, Environmental Chemical Sciences
Clarkson University
BS, Technical Communications (Biology and Chemistry)
MIT Sloan Master of Finance Program May 2015 - Present
West Financial Services August 2008 - April 2015
West Financial Services March 2007 - August 2008
State Street June 2005 - December 2006
U.S. Department of Labor January 2005 - June 2005
Skills
Asset Allocation, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Asset Management, Equities, Financial Services, Investment Management, Bloomberg, Financial Modeling, Financial Analysis, Alternative Investments, Wealth Management, Valuation, Equity Research, Investment Advisory, Capital Markets, ETFs, Performance Analysis, Performance Measurement, Performance Attribution
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Simmons College 2003 — 2005
Bachelor's degree, Marketing with an Economics minor
Compass Point Research and Trading LLC August 2014 - Present
West Financial Services April 2012 - July 2014
Guggenheim Investments November 2010 - March 2012
Ryan & Wetmore, PC June 2008 - September 2008
Skills
Financial Analysis, Accounting, Research, Financial Reporting, Customer Service, Securities, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Services, Asset Management, Equities, Leadership, Portfolio Management, Management, PowerPoint, Investments, Finance, Fixed Income, Mutual Funds, Marketing
Education
College of Charleston 2006 — 2010
BA, Business Administration
College of Charleston
west financial services April 1964 - Present
Allstate 1964 - 2000
Skills
Disability Insurance, Small Business, Public Speaking, Strategic Financial..., Insurance, Long-term Care, IRAs, Fixed Annuities, Retirement Planning, Life Insurance, Term Life Insurance, Health Insurance, Retirement, Underwriting, Financial Services, Employee Benefits, Estate Planning, Investments, Wealth Management, Leadership, Customer Service, Strategic Planning
Education
St. Ambrose University
university of Iowa
liberal arts