Elizabeth Simon Email & Phone Number

Director of Customer Service @ BEAM Wealth Advisors, Inc.

5 free lookup(s).

Elizabeth Simon Location

Westerville, OH, US

Elizabeth Simon Work

2024 - now Director of Customer Service @ BEAM Wealth Advisors, Inc.
2008 - 2024 Business Development Specialist @ Financial Services Company
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2005 - 2007 Client Service Manager @ Financial Services Company

2004 - 2005 Client Service Associate @ Sky Bank
2002 - 2004 Assistant General Manager @ Pita Pit

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Elizabeth Simon Education

The Ohio State University
B.A. in Human Ecology (Family Resource Management)
2001 - 2004

Elizabeth Simon Skills

Notary Public
Business Development
Estate Planning

Insurance
Mutual Funds
Retirement
Retirement Planning
Wealth Management
Strategic Financial Planning
Project Management

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Elizabeth Simon Summary

Elizabeth Simon, based in Westerville, OH, US, is currently a Director of Customer Service at BEAM Wealth Advisors, Inc.. Elizabeth Simon brings experience from previous roles at Ameriprise Financial Services, Inc., Ameriprise Financial, Sky Bank and Pita Pit. Elizabeth Simon holds a 2001 - 2004 B.A. in Human Ecology in Family Resource Management @ The Ohio State University. With a robust skill set that includes Notary Public, Business Development, Estate Planning, Insurance, Mutual Funds and more. Elizabeth Simon has 1 emails and 1 mobile phone numbers on RocketReach.

Elizabeth Simon Emails

Found 1 emails

@beamwealth.com

Elizabeth Simon Phone Numbers

Found 3 phone numbers

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