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Kevin Simon Location
United States
Kevin Simon Work
Executive Director | Financial Advisor @ (April 2022 - Present)
Senior Vice President at Crown Point Wealth Management @ (February 2016 - April 2022)
Vice President - Wealth Management @ (October 2013 - January 2016)
Vice President - Financial Counseling @ (January 2006 - October 2013)
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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