Adam Simon Email & Phone Number
Alternative Investment Wealth Management @ Fortitude Investment Group, LLC.
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Adam Simon Location
- United States
Adam Simon Work
- Alternative Investment Wealth Management @ (January 2024 - Present)
- Registered Representative and Investment Advisor @ (January 2024 - Present)
- ULI San Francisco Member Engagement Co-Chair @ (January 2008 - Present)
- VP - Investment Property Wealth Management @ (January 2023 - January 2024)
- Vice President - Investments @ (January 2021 - December 2022)
Adam Simon Education
- DePaul University
Master Of Business Administration (Real Estate, Finance)
2009-2010 - Wake Forest University
Bachelor Of Science (Business)
2001-2005 - Benet Academy 1997-2001
Adam Simon Skills
- Apartments
- Brokerage
- CCIM
- Cancer Research
- Cancer Treatment
- Cash Flow
- Cash Flow Forecasting
- Cash Management
- Charitable Gift Planning
- Charities
- Charity Marketing
- Commercial Real Estate
- Condo Conversion
- Demographic Analysis
- Demographics
- Disposition
- Due Diligence
- Financial Analysis
- Financial Modeling
- Fundraisers
- Fundraising
- High Performer
- Homeowner Association Management
- Identity Theft
- Investment Properties
- Leveraged Finance
- Location Intelligence
- MBA
- Marketing Communications
- Marketing Management
- Marketing Strategy
- Non-profits
- Personal Development
- Property Tax
- Real Estate
- Real Estate Development
- Real Estate Economics
- Real Estate Financing
- Real Estate License
- Real Estate Transactions
- Return on Investment
- Return on Investment Analysis
- Risk Management
- Sports Marketing
- Student Housing
- Ticket Operations
- Ticket Sales
- Ticketing
- ULI
- Urban Planning
- Wealth Preservation
Adam Simon Summary
- Adam Simon, based in United States, is currently a Alternative Investment Wealth Management at Fortitude Investment Group, LLC.. Adam Simon brings experience from previous roles at Concorde Investment Services, Urban Land Institute, Realized and Sares Regis Group of Northern California. Adam Simon holds a 2009 - 2010 Master Of Business Administration in Real Estate, Finance @ DePaul University. With a robust skill set that includes Apartments, Brokerage, CCIM, Cancer Research, Cancer Treatment and more. Adam Simon has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Fortitude Investment Group, LLC. Employees
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California, United States
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New York, NY, US
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Alternative Investment Wealth Management
United States
William Auth
SRVP wealth management
Port Jefferson, NY, US
Andreas Zigouras
Senior Vice President
Teaneck, NJ, US
Justin Kiehne
Managing Director
West Palm Beach, FL, US
John Hess
Registered Representative
United States
Natalie Bender
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