Rod Huerta
Corporate Officer/Principal chez West Financial Services, Inc.
Profil
Mr. Rodrigo E.
Huerta is a Relationship Manager at West Financial Services, Inc. He joined West Financial in August 2017 as a portfolio manager and in July 2023 transitioned to a relationship manager role.
For more than two decades, he has held fiduciary roles in private banking and wealth management working with senior executives, retirees, board members, families and foundations in achieving their financial goals.
He graduated from Universidad Técnica Federico Santa María in Santiago, Chile with a Master’s in Business Administration and a title of Engineer.
Postes actifs de Rod Huerta
| Sociétés | Poste | Début |
|---|---|---|
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. | Corporate Officer/Principal | 01/07/2023 |
Formation de Rod Huerta
| Universidad Técnica Federico Santa María | Masters Business Admin |
| Joseph M. Katz Graduate School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
