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Career history of Norma Lee Graves
Former positions of Norma Lee Graves
Companies | Position | Start | 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. | Compliance Officer | 1998-12-31 | 2022-06-30 |
Head-Fixed Income Invts | 1998-12-31 | 2022-06-30 | |
Portfolio Manager-Fixed Income | 1998-12-31 | 2022-06-30 | |
Acadia Group, Inc. | Corporate Officer/Principal | - | - |
Training of Norma Lee Graves
Walsh College | Undergraduate Degree |
Fordham University | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Compliance Officer | 1 |
Head-Fixed Income Invts | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
Acadia Group, Inc. | Commercial Services |
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