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Phil Simcox Location
Chicago, IL, US
Phil Simcox Work
Analyst @ (August 2024 - Present)
Associate Financial Planner @ CI BDF Private Wealth (January 2021 - September 2024)
Planner @ (January 2021 - November 2022)
Planner @ BDF LLC (January 2021 - November 2022)
Financial Consultant Academy @ (June 2019 - January 2021)
Project Management Intern @ (May 2018 - August 2018)
Phil Simcox Education
Indiana University Bloomington
Bachelor's degree (Finance, General)
2015-2019
Phil Simcox Skills
Microsoft Office
Teamwork
PowerPoint
Time Management
Series 7
Series 66
Phil Simcox Summary
Phil Simcox, based in Chicago, IL, US, is currently a Analyst at Harbor Capital Advisors, Inc.. Phil Simcox brings experience from previous roles at CI BDF Private Wealth, BDF LLC and Charles Schwab. Phil Simcox holds a 2015 - 2019 Bachelor's degree in Finance, General @ Indiana University Bloomington. With a robust skill set that includes Microsoft Office, Teamwork, PowerPoint, Time Management, Series 7 and more. Phil Simcox has 2 emails and 1 mobile phone numbers on RocketReach.
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