Rodney Simms Email & Phone Number
Managing Partner @ Gradient Capital Advisors, LLC
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Rodney Simms Location
- San Diego, CA, US
Rodney Simms Work
- 2014 -now Managing Partner @
- 1989 -2014 Private Wealth Advisor @
Rodney Simms Education
- American College, Bryn Mawr, PA
MSFS (Finance)
1992-1994 - Point Loma Nazarene University
BA (Business Adm.)
1984-1988
Rodney Simms Skills
- Services
- Financial Modeling
- Capital
- Strategy
- Finance
- Asset Managment
- Certified Financial
- Business Strategy
- Wealth Management
- Strategic Financial
- Retirement Planning
- Investment Advisory
- Investments
- Financial Advisory
- Sales
- Microsoft Office
- Estate Planning
- Financial Services
- Financial Analysis
- Microsoft Word
- Asset Allocation
- Strategic Financial Planning
- Certified Financial Planner
- Portfolio Management
Rodney Simms Summary
- Rodney Simms, based in San Diego, CA, US, is currently a Managing Partner at Gradient Capital Advisors, LLC. Rodney Simms brings experience from previous roles at Ameriprise Financial, Inc. Rodney Simms holds a 1992 - 1994 MSFS in Finance @ American College, Bryn Mawr, PA. With a robust skill set that includes Services, Financial Modeling, Capital, Strategy, Finance and more. Rodney Simms has 2 emails and 1 mobile phone numbers on RocketReach.
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