Charles Simon Location
New York, NY, US
Charles Simon Work
- 2022 - now Investment Banking Director @ Stifel Financial Corp.
- 2025 - now Member, Board of Directors @ Brooklyn Boatworks
- 2020 - 2022 Investment Banking Vice President @ Stifel Financial Corp.
- 2019 - 2020 Investment Banking Vice President (M and A, Merchant Banking) @ Macquarie Group
- 2017 - 2019 Investment Banking Vice President (M and A) @ Cantor Fitzgerald
- 2013 - 2017 Investment Banking Associate (M and A) @ Evercore
- 2011 - 2013 Program Manager, Company Site Lead for Major National Intelligence Agency @ Boeing
- 2009 - 2011 Director of Operations - Kestrel TAC @ Boeing
- 2006 - 2009 Knowledge Management Tech Director, Special Briefing Officer @ US Navy
- 2000 - 2006 Naval Aviator, E-2C Hawkeye Pilot @ US Navy
Charles Simon Education
- University of Pennsylvania - The Wharton School
MBA in Finance and Strategic Management
2011 - 2013 - Georgetown University
MA (Security Studies (Technology & Security), School of Foreign Service)
2007 - 2009 - The George Washington University
BS (Computer Science)
1996 - 2000
Charles Simon Skills
- Investment Banking
- Mergers & Acquisitions
- Financial Modeling
- Valuation
- Corporate Finance
- Private Equity
- Business Development
- Corporate Development
- Military
- Defense
Charles Simon Summary
Charles Simon, based in New York, NY, US, is currently a Investment Banking Director at Stifel Financial Corp.. Charles Simon brings experience from previous roles at Brooklyn Boatworks, Stifel Financial Corp., Macquarie Group and Cantor Fitzgerald. Charles Simon holds a 2011 - 2013 MBA in Finance and Strategic Management @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance and more. Charles Simon has 2 emails and 2 mobile phone numbers on RocketReach.
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