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 @ Beacon Pointe
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2018 - 2021 Financial Advisor @ Rainier Financial Group
2017 - 2018 Financial Advisor @ Financial Services Company
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2014 - 2016 Portfolio Manager @ WHV Investments, Inc.
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2006 - 2013 Director of Research and Portfolio Manager @ WHV Investments, Inc.
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.

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James Simone Education

Brown University
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., WHV and WHV Investments, Inc.. James Simone holds a 1984 - 1988 Brown University. James Simone has 1 emails on RocketReach.

James Simone Emails

Found 1 emails

@beaconpointe.com

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Senior Wealth Advisor at Beacon Pointe

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Rocky Lin

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