Simon Bortcosh Email & Phone Number
Client Services Associate @ Northwest Asset Management
5 free lookup(s).
Simon Bortcosh Location
- San Diego, CA, US
Simon Bortcosh Work
- 2026 -now Associate Advisor and Client Services Associate @
- 2025 -now Client Services Associate @
- 2023 -2024 Operations Specialist @
- 2021 -2023 Client Services Associate @
- 2020 -2020 Account Representative Intern @
Simon Bortcosh Education
- San Jose State University
Bachelor of Science - BS (Entrepreneurship)
2017-2021 - San José State University
Minor (Economics)
2017-2021
Simon Bortcosh Skills
- Employee Training
- Mentoring
- DocuSign
- Analytical Skills
- Prioritization
- Client Relations
- Auditing
- Communication
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Customer Service
- Strategic Planning
- Retail Sales
- Social Media
- Microsoft Word
- Microsoft PowerPoint
- QuickBooks
- Leadership
- Written Communication
- Time Management
- Oral Communication
- Detail Oriented
- Critical Thinking
- Project Management
Simon Bortcosh Summary
- Simon Bortcosh, based in San Diego, CA, US, is currently a Client Services Associate at Northwest Asset Management. Simon Bortcosh brings experience from previous roles at Northwest Asset Management, Fisher Investments and Uline. Simon Bortcosh holds a 2017 - 2021 Bachelor of Science - BS in Entrepreneurship @ San Jose State University. With a robust skill set that includes Employee Training, Mentoring, DocuSign, Analytical Skills, Prioritization and more. Simon Bortcosh has 2 emails on RocketReach.
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Simon Bortcosh
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