Jacob Simons Email & Phone Number
Sr Wealth Advisor @ The Rice Partnership
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Jacob Simons Location
- Kihei, HI, US
Jacob Simons Work
- Sr Wealth Advisor @ (October 2024 - Present)
- Private Banking Team Manager @ (May 2022 - October 2024)
- Vice President and Private Banking Relationship Manager @ (October 2018 - May 2022)
- Assistant Vice President and Commercial Banking Officer @ (July 2012 - October 2018)
- Store Manager @ (May 2009 - May 2012)
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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