Jess Simon Email & Phone Number
Client Onboarding Manager @ Sax Wealth Advisors, LLC
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Jess Simon Location
- Saint Petersburg, FL, US
Jess Simon Work
- 2026 -now Client Onboarding Manager @
- 2022 -2026 Client Experience Officer @
- 2021 -2022 Senior Family Wealth Associate @
- 2019 -2021 Marketing Specialist @
- 2018 -2019 Client Associate @
- 2016 -2019 Client Service Manager @ GFS Private Wealth, LLC
- 2015 -2016 Office Administrator @ GFS Private Wealth, LLC
Jess Simon Education
- St. Petersburg College
Bachelor's degree (Phi Theta Kappa Honors Society)
Jess Simon Summary
- Jess Simon, based in Saint Petersburg, FL, US, is currently a Client Onboarding Manager at Sax Wealth Advisors, LLC. Jess Simon brings experience from previous roles at Noble Family Wealth, LLC, CBIZ MHM, LLC and Mercer Advisors. Jess Simon holds a Bachelor's degree in Phi Theta Kappa Honors Society @ St. Petersburg College. Jess Simon has 1 emails and 1 mobile phone numbers on RocketReach.
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