Steve J. Foki

Finance

Consumer Services

Profile

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.

Former positions of Steve J. Foki

Companies	Position	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.	Trading-Equity	2010-12-07

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Training of Steve J. Foki

University of Central Florida

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	1
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