Kristan L. Anderson
Profile
Ms. Kristan L.
Anderson is a Director-Retirement Plan Services at West Financial Services, Inc since 1995.
Prior to that, she worked for 6 years at a national brokerage company and as a benefits consultant for an international insurance consulting group.
She received her Certified Employee Benefits Specialist designation in 1998 and achieved ISCEBS fellowship status in 1999 and again in 2001.
Ms. Anderson Holds a BA in English from Barnard College of Columbia University.
Former positions of Kristan L. Anderson
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | - |
Training of Kristan L. Anderson
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
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- Kristan L. Anderson
