Scott Simon Email & Phone Number
Director of Advisor Services and Agency Supervisory Officer @ Vista Wealth Solutions
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Scott Simon Location
- Southampton, PA, US
Scott Simon Work
- 2015 -now Director of Advisor Services and Agency Supervisory Officer @
- 2008 -2015 Vice President and Compliance Manager @
- 1997 -2008 Director of Operations Control @
Scott Simon Education
- Philadelphia University
(Finance, General)
Scott Simon Skills
- Series 7
- Financial Services
- Investment Advisory
- Asset Management
- Alternative Investments
- Wealth Management
- FINRA
- Compliance
- Risk Management
- Mutual Funds
- Series 63
- Series 24
- Investments
- Security Operations
- Securities
Scott Simon Summary
- Scott Simon, based in Southampton, PA, US, is currently a Director of Advisor Services and Agency Supervisory Officer at MassMutual Eastern Pennsylvania. Scott Simon brings experience from previous roles at BNY Mellon and Hornor Townsend & Kent. Scott Simon holds a Philadelphia University. With a robust skill set that includes Series 7, Financial Services, Investment Advisory, Asset Management, Alternative Investments and more. Scott Simon has 4 emails and 2 mobile phone numbers on RocketReach.
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