Historial de carrera de Dana George Sippel
Antiguos cargos conocidos de Dana George Sippel.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Burt Associates, Inc.
 Burt Associates, Inc. Investment ManagersFinance Burt Associates, Inc. (do-business-as Burt Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in North Bethesda, Maryland. The firm was founded in 1972 and is owned by BAI Holdings, Inc. Burt Wealth Advisors provides discretionary investment advisory services on a fee-only basis to individuals and high net worth individuals. | Corporate Officer/Principal | 01/01/1990 | 01/01/1992 |
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. | Gestor de Cartera-Acciones | 01/06/2009 | - |
Formación de Dana George Sippel.
| Robert H. Smith School of Business | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Burt Associates, Inc.
Burt Associates, Inc. Investment ManagersFinance Burt Associates, Inc. (do-business-as Burt Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in North Bethesda, Maryland. The firm was founded in 1972 and is owned by BAI Holdings, Inc. Burt Wealth Advisors provides discretionary investment advisory services on a fee-only basis to individuals and high net worth individuals. | Finance |
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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