Jeffrey Simon Email & Phone Number
Managing Partner
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Jeffrey Simon Location
- Chicago, IL, US
Jeffrey Simon Work
- 2022 -now Managing Partner @ Tryline Private Wealth of The Princeton Group
- 2012 -2022 Vice President - Investment Officer @
- 2006 -2012 Financial Advisor @
- 2001 -2006 Financial Consultant, Wealth Management Specialist @
- 1998 -2001 FInancial Consultant @ Alper Services LLC
- 1994 -1998 Financial Advisor @
- 1989 -1994 International Treasury Analyst @
- 1988 -1988 International Finance Internship at Appliance Park @
- 1987 -1988 Intern @ Porsche
- 1984 -1986 Advanced Staff Accountant @
Jeffrey Simon Education
- University of Illinois at Chicago
MBA (Finance, International Business)
1986-1989 - Southern Methodist University
BBA (Accounting)
1980-1984 - Richmond, The American International University in London 1983-1983
Jeffrey Simon Skills
- Leadership
- Portfolio Management
- Research
- Strategic Planning
- Wealth Management
Jeffrey Simon Summary
- Jeffrey Simon, based in Chicago, IL, US, is currently a Managing Partner at Tryline Private Wealth of The Princeton Group. Jeffrey Simon brings experience from previous roles at Wells Fargo Advisors, RBC Wealth Management, Smith Barney and Alper Services LLC. Jeffrey Simon holds a 1986 - 1989 MBA in Finance, International Business @ University of Illinois at Chicago. With a robust skill set that includes Leadership, Portfolio Management, Research, Strategic Planning, Wealth Management and more. Jeffrey Simon has 2 emails and 5 mobile phone numbers on RocketReach.
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