By: Alex Ellis, VFA Co-President and Founding Partner; and Connie Pearson, Financial Advisor 333 words 1:30 minutes You were made for more. The desire for significance that stirs deep within yo…[Read More]
Ed West, IACCP®, MBA
Chief Compliance Officer and Operations Manager
Ed joined the Values First team in 2012. As the chief compliance officer, he is responsible to oversee the compliance program of the firm. As the operations manager, he works to ensure smooth and efficient operation of various processes that contribute to the day-to-day services provided to the firm and its clients. He earned the Investment Adviser Certified Compliance Professional® (IACCP®) designation from NRS, a professional compliance designation granted to individuals who complete a program of study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements. He has also earned certifications for an Excel Level 4 from BCTI and a Six Sigma Green Belt.
Ed earned a Bachelor of Business Administration (BBA) and a Master of Business Administration (MBA) from King College. Before joining Values First, he was responsible for all financial forecasting and budgeting functions including P&L and Balance Sheet, labor and overhead analysis, capital spending, and 5 year annual operating plan for six-entity $150M global division (multi-state and international) of a $3B+ parent company (commercial /government/ military contractor), including reporting to the Executive Team of the parent company.
When he’s not in the office, Ed enjoys spending time with his wife, Robin, and their four wonderful children, playing golf, playing softball, exercising, and rooting for The Ohio State Buckeyes.