Account Executive, Financial Services @ (January 2012 - January 2014)
Mutual Fund Wholesaler @ HighMark Capital Management (July 2009 - August 2011)
AVP, Capital Markets @ (November 2007 - November 2008)
Mutual Fund Wholesaler @ (October 2006 - September 2007)
Associate, Capital Markets @ (July 2005 - September 2006)
Brendan Simon Education
UC Santa Barbara
Bachelor's degree (Business Economics; Minor in Sports Management)
1999-2003
Brendan Simon Skills
Leadership
Social Media
Strategic Partnerships
Salesforce.com
Fixed Income
Account Management
Sales
Capital Markets
Investments
Business Development
Finance
Lead Generation
Asset Allocation
Strategy
Financial Services
Equities
Wealth Management
Mutual Funds
Marketing
Asset Management
Customer Service
Financial Analysis
SaaS
Management
CRM
Securities
Hedge Funds
Brendan Simon Summary
Brendan Simon, based in Laguna Beach, CA, US, is currently a Director of Sales - Enterprise Sales at OneVest. Brendan Simon brings experience from previous roles at ShellBlack.com, LLC and Salesforce. Brendan Simon holds a 1999 - 2003 Bachelor's degree in Business Economics; Minor in Sports Management @ UC Santa Barbara. With a robust skill set that includes Leadership, Social Media, Strategic Partnerships, Salesforce.com, Fixed Income and more. Brendan Simon has 1 emails and 2 mobile phone numbers on RocketReach.
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