Brian Simon Email & Phone Number
Managing Director @ Balbec Capital LP
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Brian Simon Location
- Florida, United States
Brian Simon Work
- Managing Director @ (May 2023 - Present)
- Senior Vice President, Director of Mortgage @ (February 2021 - January 2023)
- President @ (February 2019 - February 2021)
- President @ (January 2016 - December 2018)
- Chief Operating Officer @ (September 2012 - November 2015)
- CEO @ (June 2011 - July 2012)
- Chief Operating Officer @ (January 2004 - June 2011)
- Executive Vice President @ Prime Mortgage Financial (January 2002 - December 2004)
- Senior Consultant @ (July 1999 - February 2001)
- Vice President @ (January 1994 - December 1999)
Brian Simon Education
- Temple University
Bachelor of Science (BSc) (Finance, General)
1993-1995 - University of Vermont 1990-1993
- William Penn Charter School
HS
1982-1990 - The Wharton School
Executive Education Program
Brian Simon Skills
- Data Analysis
- Business Analysis
- Mergers & Acquisitions (M&A)
- Financial Accounting
- Regulatory Compliance
- Financial Analysis
- Mortgage Banking
- Mortgage Lending
- Loans
- Loan Origination
- Credit
- Loss Mitigation
- Residential Mortgages
- Refinance
- Banking
- Credit Analysis
- Real Estate
- Underwriting
- Capital Markets
- Finance
- FHA
- Due Diligence
- Strategic Planning
- Financial Services
- Small Business Lending
- Portfolio Management
- Investments
- Mergers & Acquisitions
- Leadership
- Risk Management
- Funding
- Strategy
- Business Strategy
- Strategic Business Initiatives
- Management
- Consulting
- Credit Risk
- Business Process Improvement
- Mortgage-Backed Security (MBS)
- Hedging
- Sales Management
- Sales
- Operations Management
- Executive Management
- Business Development
Brian Simon Summary
- Brian Simon, based in Florida, United States, is currently a Managing Director at Balbec Capital LP. Brian Simon brings experience from previous roles at First Savings Bank, Indiana, Lenders One Mortgage Cooperative, Thrivest Legal Funding and New Penn Financial, LLC. Brian Simon holds a 1993 - 1995 Bachelor of Science (BSc) in Finance, General @ Temple University. With a robust skill set that includes Data Analysis, Business Analysis, Mergers & Acquisitions (M&A), Financial Accounting, Regulatory Compliance and more. Brian Simon has 2 emails and 1 mobile phone numbers on RocketReach.
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