Brett Simms Email & Phone Number
Senior Vice President Of Operations and Senior Compliance Officer @ Interactive Financial Advisors
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Brett Simms Location
- Chicago, IL, US
Brett Simms Work
- Senior Vice President Of Operations and Senior Compliance Officer @ (September 2018 - Present)
- Manager Advisory Services @ (January 2017 - September 2018)
- Operations Associate @ (August 2014 - December 2016)
- Operations Specialist @ US Fiduciary Services Inc. (April 2013 - August 2014)
Brett Simms Education
- Illinois State University
Bachelor of Science (Economics)
Brett Simms Skills
- Finance
- Customer Service
- Banking
- Cash Management
- CRM
- Customer Retention
- Analytical Skills
- Research
- Financial Analysis
- Financial Services
- Strategic Planning
- Cash Flow Forecasting
- Sales
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Access
- Bloomberg
- Team Leadership
- Training
- Team Management
- Critical Thinking
- Leadership
- Management
- Presentations
- Series 65
- Multi Tasking
- Close Attention to Detail
- Analytic Thinking
- Sunguard
- ETFs
- Redtail CRM
Brett Simms Summary
- Brett Simms, based in Chicago, IL, US, is currently a Senior Vice President Of Operations and Senior Compliance Officer at Interactive Financial Advisors. Brett Simms brings experience from previous roles at Interactive Financial Advisors and US Fiduciary Services Inc.. Brett Simms holds a Bachelor of Science in Economics @ Illinois State University. With a robust skill set that includes Finance, Customer Service, Banking, Cash Management, CRM and more. Brett Simms has 2 emails and 3 mobile phone numbers on RocketReach.
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