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 |
|---|---|
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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