Shannon Simon Email & Phone Number
President and Owner
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Shannon Simon Location
- Grand Haven, MI, US
Shannon Simon Work
- Wealth Advisor @ DB & C Advisors, LLC (October 2018 - Present)
- President and Owner @ SP Simon LLC (January 2013 - Present)
- Board Member (Volunteer) @ Michigan Organized Retail Crime Advisory Board (November 2017 - Present)
- Independent Wealth Advisor @ Independent Wealth Advisor (January 2009 - Present)
- Self Employed – Independent Contractor @ Self Employed (August 2008 - March 2010)
- District Assets Protection Team Leader @ (April 1999 - July 2008)
- District Assets Protection Team Leader @ Mervyns (March 1995 - April 1999)
- Field Team Leader and District Investigator @ Mervyns (March 1992 - March 1995)
- Assets Protection Key Store Investigator @ Mervyns (December 1987 - March 1992)
- Reserve Police Officer and Detective @ Slidell Police Department (December 1988 - March 1992)
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
- 401k
- Asset Allocation
- Asset Protection
- Bonds
- Business Planning
- Customer Service
- Financial Advisory
- Financial Services
- Inventory Control
- Inventory Management
- Leadership
- Loss Prevention
- Management
- Performance Management
- Retail
- Retirement Plan Consulting
- Retirement Planning
- Roth IRA
- Small Business Retirement Planning
- Stocks
- Strategic Financial Planning
- Team Building
- 401k Rollovers
- 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 401k, Asset Allocation, Asset Protection, Bonds, Business Planning and more. Shannon Simon has 2 mobile phone numbers on RocketReach.
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