Simon Barcelon Email
Vice President, Product @ Purpose Investments
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Simon Barcelon Location
- Toronto, ON, CA
Simon Barcelon Work
- Vice President, Product @ (July 2021 - Present)
- Manager, Product @ (May 2019 - June 2021)
- Manager, TD Wealth, New Product Development @ (November 2016 - April 2019)
- Product Manager, TD Wealth, Privately Managed Portfolios @ (December 2014 - October 2016)
- Associate Product Manager, TD Wealth @ (December 2013 - November 2014)
- Product Manager @ (June 2012 - December 2013)
- Pricing Specialist and Client Services @ (June 2011 - November 2013)
- Product Developer @ (January 2009 - April 2009)
- Marketing Coordinator @ (May 2008 - August 2008)
Simon Barcelon Education
- Wilfrid Laurier University
BBA (Finance)
2007-2011
Simon Barcelon Skills
- Leadership
- Wealth Management
- Portfolio Management
- Management
- Investments
- Relationship Management
- Bloomberg
- Marketing
- Time Management
- Finance
- Fixed Income
- Financial Analysis
- Financial Services
- Securities
- Mutual Funds
Simon Barcelon Summary
- Simon Barcelon, based in Toronto, ON, CA, is currently a Vice President, Product at Purpose Investments. Simon Barcelon brings experience from previous roles at Purpose Investments and TD. Simon Barcelon holds a 2007 - 2011 BBA in Finance @ Wilfrid Laurier University. With a robust skill set that includes Leadership, Wealth Management, Portfolio Management, Management, Investments and more. Simon Barcelon has 2 emails on RocketReach.
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