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Jacob Simons Location
Kihei, HI, US
Jacob Simons Work
2024 -now Sr Wealth Advisor @
2022 -2024 Private Banking Team Manager @
2018 -2022 Vice President and Private Banking Relationship Manager @
2012 -2018 Assistant Vice President and Commercial Banking Officer @
2009 -2012 Store Manager @
Jacob Simons Education
College for Financial Planning
CFP certification education program
2020-2021
University of Washington - Michael G. Foster School of Business
Bachelor's degree (Finance & Marketing)
2004-2009
Jacob Simons Summary
Jacob Simons, based in Kihei, HI, US, is currently a Sr Wealth Advisor at The Rice Partnership. Jacob Simons brings experience from previous roles at Central Pacific Bank, Bank of Hawaii and O'Reilly Auto Parts. Jacob Simons holds a 2020 - 2021 CFP certification education program @ College for Financial Planning.
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