Kevin Simon Email & Phone Number
Executive Director | Financial Advisor @ Morgan Stanley
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Kevin Simon Location
- United States
Kevin Simon Work
- 2022 -now Executive Director | Financial Advisor @
- 2016 -2022 Senior Vice President at Crown Point Wealth Management @
- 2013 -2016 Vice President - Wealth Management @
- 2006 -2013 Vice President - Financial Counseling @
Kevin Simon Education
- Rutgers University School of Law - Camden
Doctor of Law (J.D.)
1997-2000 - University of Maryland College Park 1992-1996
Kevin Simon Skills
- Strategy
- Wealth Management
- Customer Service
- Business Development
- Portfolio Management
- Banking
- Fixed Income
- Group Therapy
Kevin Simon Summary
- Kevin Simon, based in United States, is currently a Executive Director | Financial Advisor at Morgan Stanley. Kevin Simon brings experience from previous roles at UBS and The Ayco Company, L.P.. Kevin Simon holds a 1997 - 2000 Doctor of Law (J.D.) @ Rutgers University School of Law - Camden. With a robust skill set that includes Strategy, Wealth Management, Customer Service, Business Development, Portfolio Management and more. Kevin Simon has 2 emails and 2 mobile phone numbers on RocketReach.
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