Adam Simon Email & Phone Number
Financial Advisor, Senior Vice President, Portfolio Manager @ Morgan Stanley
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Adam Simon Location
- Boca Raton, FL, US
Adam Simon Work
- Financial Advisor, Senior Vice President, Portfolio Manager @ (February 2017 - Present)
- Institutional Equity Sales @ (September 2015 - February 2017)
- Pricing Analyst @ (June 2015 - September 2015)
- Student Athlete @ (August 2011 - May 2015)
- Business Engagement Manager @ Hillel of Broward and Palm Beach (August 2013 - April 2015)
- Wealth Management Summer Branch Analyst @ (June 2014 - August 2014)
- Marketing Representative @ J.D. Advertising Enterprises (May 2012 - August 2012)
Adam Simon Education
- Florida Atlantic University - College of Business
Bachelor of Business Administration (Finance,Marketing)
2011-2015
Adam Simon Skills
- Direct Marketing
- PowerPoint
- Customer Relations
- Fundamental Analysis
- Data Entry
- Financial Modeling
- Data Analysis
- Financial Risk
- Market Research
- Finance
- Economic Modeling
- Financial Accounting
- Direct Sales
- Microsoft Office
- Microsoft Word
- Bloomberg Terminal
- Microsoft Excel
- Financial Analysis
- Client Prospecting
- Management
- Research
- Analysis
- Intercollegiate Athletics
Adam Simon Summary
- Adam Simon, based in Boca Raton, FL, US, is currently a Financial Advisor, Senior Vice President, Portfolio Manager at Morgan Stanley. Adam Simon brings experience from previous roles at NOBLE Capital Markets, Franklin Templeton Investments, Florida Atlantic University and Hillel of Broward and Palm Beach. Adam Simon holds a 2011 - 2015 Bachelor of Business Administration in Finance,Marketing @ Florida Atlantic University - College of Business. With a robust skill set that includes Direct Marketing, PowerPoint, Customer Relations, Fundamental Analysis, Data Entry and more. Adam Simon has 1 emails and 3 mobile phone numbers on RocketReach.
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