Shannon Simon Email & Phone Number
President and Owner
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Shannon Simon Location
- Grand Haven, MI, US
Shannon Simon Work
- 2018 -now Wealth Advisor @ DB & C Advisors, LLC
- 2013 -now President and Owner @ SP Simon LLC
- 2017 -now Board Member (Volunteer) @ Michigan Organized Retail Crime Advisory Board
- 2009 -now Independent Wealth Advisor @ Independent Wealth Advisor
- 2008 -2010 Self Employed – Independent Contractor @ Self Employed
- 1999 -2008 District Assets Protection Team Leader @
- 1995 -1999 District Assets Protection Team Leader @ Mervyns
- 1992 -1995 Field Team Leader and District Investigator @ Mervyns
- 1987 -1992 Assets Protection Key Store Investigator @ Mervyns
- 1988 -1992 Reserve Police Officer and Detective @ Slidell Police Department
Shannon Simon Education
- Northwood University
Bachelor’s Degree (Business Administration and Management, General)
2011-2015 - Cornerstone University
(Business Management)
2008-2010 - Slidell High School
Shannon Simon Skills
- Retirement Planning
- Retirement Plan Consulting
- 401k Rollovers
- Leadership
- Roth IRA
- Small Business Retirement Planning
- 401k
- Strategic Financial Planning
- Business Planning
- Financial Services
- Stocks
- Financial Advisory
- Customer Service
- Asset Allocation
- Bonds
- Asset Protection
- Performance Management
- Management
- Inventory Management
- Team Building
- Loss Prevention
- Retail
- Inventory Control
- Wealth Management
- Small Business
- Strategic Financial
- Retirement Plan
Shannon Simon Summary
- Shannon Simon, based in Grand Haven, MI, US, is currently a President and Owner at SP Simon LLC. Shannon Simon brings experience from previous roles at DB & C Advisors, LLC, Michigan Organized Retail Crime Advisory Board, Independent Wealth Advisor and Self Employed. Shannon Simon holds a 2011 - 2015 Bachelor’s Degree in Business Administration and Management, General @ Northwood University. With a robust skill set that includes Retirement Planning, Retirement Plan Consulting, 401k Rollovers, Leadership, Roth IRA and more. Shannon Simon has 2 mobile phone numbers on RocketReach.
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