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
- 2017 -now Financial Advisor, Senior Vice President, Portfolio Manager @
- 2015 -2017 Institutional Equity Sales @
- 2015 -2015 Pricing Analyst @
- 2011 -2015 Student Athlete @
- 2013 -2015 Business Engagement Manager @ Hillel of Broward and Palm Beach
- 2014 -2014 Wealth Management Summer Branch Analyst @
- 2012 -2012 Marketing Representative @ J.D. Advertising Enterprises
Adam Simon Education
- Florida Atlantic University - College of Business
Bachelor of Business Administration (FAU Men's Cross Country Team, Alpha Epsilon Pi, Chi Alpha Sigma Athlete Honor society, Jewish Student Union, Student-Athlete Advising Committee, Hillel of Broward and Palm Beach)
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 FAU Men's Cross Country Team, Alpha Epsilon Pi, Chi Alpha Sigma Athlete Honor society, Jewish Student Union, Student-Athlete Advising Committee, Hillel of Broward and Palm Beach @ 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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