![Phil Beckner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Phillip Beckner formerly worked at West Financial Services, Inc., as Portfolio Manager from 2017 to 2021.
Mr. Beckner received his undergraduate degree from the University of Maryland.
Former positions of Phil Beckner
Companies | Position | End |
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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. | Analyst-Equity | 28/02/2021 |
Training of Phil Beckner
University of Maryland | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
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