Beau Simon Email & Phone Number
SVP and Wealth Advisor @ Compound
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Beau Simon Location
- Cayucos, CA, US
Beau Simon Work
- 2024 -now SVP and Wealth Advisor @
- 2021 -2024 Senior Financial Advisor - Private Client Group at Personal Capital @
- 2018 -2021 Financial Advisor @
- 2016 -2017 Investment Advisor Representative @
- 2015 -2016 Financial Advisor @
- 2015 -2015 Vintage Cellar Hand @
- 2014 -2014 Winemaker's Assistant @ Phantom Rivers Wine
- 2013 -2013 Customer Service Representative @
- 2012 -2012 Outside Services @ Morro Golf Course
- 2011 -2011 Analytical Laboratory Technician @ Bronco Wine Company
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 Cayucos, CA, 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 emails and 1 mobile phone numbers on RocketReach.
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