Simon Chung Email & Phone Number
Senior Vice President I Financial Advisor @ CAPTRUST
5 free lookup(s).
Simon Chung Location
- Irvine, CA, US
Simon Chung Work
- 2026 - now Senior Vice President I Financial Advisor @
- 2021 - 2026 Vice President @
- 2018 - 2021 Senior Relationship Associate @
- 2016 - 2017 Private Wealth Manager @
- 2014 - 2016 Financial Advisor @
- 2012 - 2014 Investment Consultant @
- 2011 - 2012 Investment Counselor @
Simon Chung Education
- University of California, Irvine - The Paul Merage School of Business
M.B.A.
2006 - 2009 - UC Irvine
B.A.
1996 - 2000
Simon Chung Skills
- Portfolio Management
- Financial Advisory
- Management
- Investments
- Finance
- Retirement
- Financial Analysis
- Strategy
- Retirement Planning
- Wealth Management
- Financial Planning
Simon Chung Summary
- Simon Chung, based in Irvine, CA, US, is currently a Senior Vice President I Financial Advisor at CAPTRUST. Simon Chung brings experience from previous roles at Alpha Cubed Investments, LLC, Churchill Management Group, Creative Planning Inc. and Ameriprise Financial Services, Inc.. Simon Chung holds a 2006 - 2009 M.B.A. @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Portfolio Management, Financial Advisory, Management, Investments, Finance and more. Simon Chung has 1 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Simon Chung?
Find contact details for 700 million professionals.
Others Named Simon Chung
Simon Chung
Site Reliability Engineer
California, United States
Simon Chung
Senior Vice President I Financial Advisor
Irvine, CA, US
Simon Chung
Asset Manager
Los Angeles, CA, US
Simon Chung
Chief Executive Officer
Taichung City, Taiwan, Taiwan
Top CAPTRUST Employees
Jon Meyer
Chief Technology Officer
Raleigh, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co