Beau Simon Email & Phone Number

SVP and Wealth Advisor @ Compound

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Beau Simon Location

Royal Oak, MI, US

Beau Simon Work

2024 - now SVP and Wealth Advisor @ Compound
2021 - 2024 Senior Financial Advisor - Private Client Group at Personal Capital @ Personal Capital
2018 - 2021 Financial Advisor @ Personal Capital
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2016 - 2017 Investment Advisor Representative @ Gerber Kawasaki Wealth & Investment Management
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2015 - 2016 Financial Advisor @ Northwestern Mutual
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2015 - 2015 Vintage Cellar Hand @ Villa Maria Estate
2014 - 2014 Winemaker's Assistant @ Phantom Rivers Wine
2013 - 2013 Customer Service Representative @ Running Warehouse
2012 - 2012 Outside Services @ Morro Golf Course
2011 - 2011 Analytical Laboratory Technician @ Bronco Wine Company

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Beau Simon Education

California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS) (Wine Business)
2010 - 2014

Beau Simon Summary

Beau Simon, based in Royal Oak, MI, US, is currently a SVP and Wealth Advisor at Compound. Beau Simon brings experience from previous roles at Personal Capital, Gerber Kawasaki Wealth & Investment Management and Northwestern Mutual. Beau Simon holds a 2010 - 2014 Bachelor of Science (BS) in Wine Business @ California Polytechnic State University-San Luis Obispo. Beau Simon has 1 mobile phone numbers on RocketReach.

Beau Simon Phone Numbers

Found 3 phone numbers

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