James Simone Email
Senior Wealth Advisor @ Beacon Pointe
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James Simone Location
- Seattle, WA, US
James Simone Work
- 2021 -now Senior Wealth Advisor @
- 2018 -2021 Financial Advisor @ Rainier Financial Group
- 2017 -2018 Financial Advisor @
- 2014 -2016 Portfolio Manager @
- 2006 -2013 Director of Research and Portfolio Manager @
- 2003 -2005 Managing Director and Co-Chief Investment Officer @ Sound Capital Partners, Division of the Burridge Group LLC
- 1998 -2003 Founder and Managing Director @ Sound Capital Partners, Division of the Burridge Group LLC
- 1994 -1998 Analyst and Portfolio Manager @ Bank of America Capital Management
- 1992 -1994 Associate Analyst @ Bank of America Capital Management
- 1988 -1992 Assistant Portfolio Manager @ Security Pacific Bank S.A.
James Simone Education
- Brown University
(Football)
1984-1988
James Simone Summary
- James Simone, based in Seattle, WA, US, is currently a Senior Wealth Advisor at Beacon Pointe. James Simone brings experience from previous roles at Rainier Financial Group, Ameriprise Financial Services, Inc. and WHV. James Simone holds a 1984 - 1988 Brown University. James Simone has 1 emails on RocketReach.
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