Leslie J. Helfgott
Profile
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.
Former positions of Leslie J. Helfgott
Companies | Position | End |
---|---|---|
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. | Sales & Marketing | - |
Training of Leslie J. Helfgott
West Virginia Wesleyan College | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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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 |
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