Director, Investment and Advisory Center @ (November 2020 - Present)
Director, TIAA Wealth Management @ (January 2023 - March 2024)
Director, Financial Consulting @ (March 2017 - November 2020)
Senior Advisor, Relationship Manager @ (April 2013 - March 2017)
Vice President, Relationship Management @ (January 2006 - April 2013)
District Manager @ (January 2003 - December 2005)
Senior Financial Advisor @ (February 1998 - December 2002)
Jim Simone Education
Indiana University-Purdue University at Indianapolis
Bachelor of Arts (B.A.) (Liberal Arts)
1982-1987
Jim Simone Skills
Sales Management
Uniform Combined State Law
Public Speaking
Call Center
Business Development
Series 7
Customer Retention
Mutual Funds
Series 63
Event Planning
Fixed Annuities
Wealth Management
Retirement
Investments
Series 6
Leadership
Team Building
Microsoft Office
Marketing
Training
Management
Project Management
Jim Simone Summary
Jim Simone, based in Chapel Hill, NC, US, is currently a Sr. Director, Guided Advisory Services at TIAA at TIAA. Jim Simone brings experience from previous roles at TIAA. Jim Simone holds a 1982 - 1987 Bachelor of Arts (B.A.) in Liberal Arts @ Indiana University-Purdue University at Indianapolis. With a robust skill set that includes Sales Management, Uniform Combined State Law, Public Speaking, Call Center, Business Development and more. Jim Simone has 6 emails and 2 mobile phone numbers on RocketReach.
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