Profil
Mr. Dana G.
Sippel, CPA, is Relationship Manager at West Financial Services, Inc.
Mr. Sippel was employed by Burt Associates, Inc., Regardie, Brooks & Lewis, Harris SBSB, and US Trust.
Mr. Sippel received his BS in Accounting from the University of Maryland - Robert H.
Smith School of Business.
Ehemalige bekannte Positionen von Dana George Sippel
| Unternehmen | Position | Ende |
|---|---|---|
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 | 01.01.1992 |
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. | Portfolio Manager-Aktien | - |
Ausbildung von Dana George Sippel
| Robert H. Smith School of Business | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
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 |
