Perfil
Mr. Steve J.
Foki is Portfolio Administrator at West Financial Services, Inc. Prior to joining West Financial Services in 2005, Mr. Foki worked for a registered investment advisor with duties that included portfolio management, compliance, trading and operations.
He also gained experience working for a major retail brokerage as an account manager.
He was promoted to Securities Trader in 2006 after starting in Portfolio Administration.
His duties include all equity trading for investment accounts as well as various client service functions.
Mr. Foki received his BS in Business Administration with an Economics concentration from the University of Central Florida in 2001.
Antiguos cargos conocidos de Steve J. Foki.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Trading-Equity | 08/12/2010 |
Formación de Steve J. Foki.
| University of Central Florida | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 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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