West Financial Services

Description

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 Unable to add this file. Please check that it is a valid photo. "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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16 West Financial Services employees in database. Find out everything there's to know about West Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

West Financial Services Employees

Employee
Years
Job
Industry
Leah A. West Leah A. West Lambertville, New Jersey Details
Leah A. West's West Financial Services Experience 2003 - Present
Job President / Independent Financial Advisor 6099333242
Industry Financial Services
Experience
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

Dan Trosch Dan Trosch Washington D.C. Metro Area Details
Dan Trosch's West Financial Services Experience 2002 - 2006
Job Global Investment Research Professional
Industry Investment Management
Experience
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

Andrew Marshall, CFA Andrew Marshall, CFA Washington D.C. Metro Area Details
Andrew Marshall, CFA's West Financial Services Experience November 2009 - March 2011
Job Vice President at Chevy Chase Trust
Industry Investment Management
Experience
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

Brian Mackin, CFP® Brian Mackin, CFP® Washington D.C. Metro Area Details
Brian Mackin, CFP®'s West Financial Services Experience January 2001 - Present
Job Relationship Manager at West Financial Services, Inc.
Industry Investment Management
Experience
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

Jeff Schatz, CFP® Jeff Schatz, CFP® Washington D.C. Metro Area Details
Jeff Schatz, CFP®'s West Financial Services Experience November 2013 - Present
Job Financial Planner at West Financial Services
Industry Financial Services
Experience
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

Sarah Winnett Sarah Winnett Huntsville, Alabama Details
Sarah Winnett's West Financial Services Experience January 2013 - April 2013
Job Business Administration Manager at Denham Land Surveyors
Industry Education Management
Experience
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

Ted Blado Ted Blado Greater Philadelphia Area Details
Ted Blado's West Financial Services Experience March 2006 - January 2008
Job Director of eCommerce at Jersey Paddler Inc.
Industry Retail
Experience
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

Dana G. Sippel, CFP®, CPA Dana G. Sippel, CFP®, CPA Washington D.C. Metro Area Details
Dana G. Sippel, CFP®, CPA's West Financial Services Experience 2009 - Present
Job Financial Advisor to Physicians, Professionals and near Retirees
Industry Financial Services
Experience
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

Glenn Robinson, CFA Glenn Robinson, CFA Washington D.C. Metro Area Details
Glenn Robinson, CFA's West Financial Services Experience January 2014 - Present
Job
Industry Investment Management
Experience
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

Herbert Hopwood, CFP, CFA Herbert Hopwood, CFP, CFA Washington D.C. Metro Area Details
Herbert Hopwood, CFP, CFA's West Financial Services Experience November 1993 - July 2003
Job President at Hopwood Financial Services
Industry Financial Services
Experience
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

Lina Naik Lina Naik Washington D.C. Metro Area Details
Lina Naik's West Financial Services Experience 2004 - 2005
Job Attorney Advisor at Federal Energy Regulatory Commission
Industry Law Practice
Experience
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

Michele Boudway Michele Boudway Greater New York City Area Details
Michele Boudway's West Financial Services Experience August 2002 - November 2004
Job Principal Consultant at Infosys
Industry Financial Services
Experience
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)

Marie Nuon, CAIA, CIPM Marie Nuon, CAIA, CIPM Greater Boston Area Details
Marie Nuon, CAIA, CIPM's West Financial Services Experience August 2008 - April 2015
Job Associate Director at MIT Sloan Master of Finance Program
Industry Higher Education
Experience
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

Andrew Eskelsen Andrew Eskelsen Washington D.C. Metro Area Details
Andrew Eskelsen's West Financial Services Experience April 2012 - July 2014
Job Associate Analyst at Compass Point Research & Trading
Industry Financial Services
Experience
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

Steve West sr Steve West sr Cedar Rapids, Iowa Area Details
Steve West sr's West Financial Services Experience April 1964 - Present
Job agent / broker /owner at west financial services
Industry Insurance
Experience
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