Simon Manoyan Email & Phone Number
Senior Financial Planner - Centralized Planning Group @ Charles Schwab
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Simon Manoyan Location
- Chicago, IL, US
Simon Manoyan Work
- Senior Financial Planner - Centralized Planning Group @ (December 2025 - Present)
- Financial Planner - Centralized Planning Group @ (August 2021 - December 2025)
- Wealth Advisor @ (August 2017 - July 2021)
- Senior Advisor II @ BKD Wealth Advisors (March 2014 - April 2017)
- Legacy Team Coordinator and Portfolio Administrator for Liberty One Investment Management @ (May 2011 - August 2013)
- Sales Specialist @ (September 2009 - June 2011)
- Licensed Personal Banker @ (February 2009 - May 2009)
- Internal Sales Consultant @ (April 2007 - August 2008)
- Relationship Manager @ (December 2005 - April 2007)
Simon Manoyan Education
- DePaul University
Bachelors of Science (Finance)
2000-2005
Simon Manoyan Skills
- Alternative Investments
- Financial Advisory
- Sales Process
- Social Media
- Banking
- Outstanding time management skills
- Insurance
- Retail
- Client Service Oriented
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Selling
- Portfolio Management
- IRAs
- Financial Modeling
- Sales Operations
- Forecasting
- Investments
- Relationship Management
- Variable Annuities
- Finance
- Process Improvement
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Sales Management
- Wealth Management
- Mutual Funds
- Investment Strategies
- Social Networking
- Separately Managed Accounts
- New Business Development
- Credit
- Asset Management
- Time Management
- Customer Service
- Personal Financial Planning
- Management
- Coaching
- ETFs
- Superior Client Service
- Retirement
- Series 65
- CRM
- Securities
- Investment Management
Simon Manoyan Summary
- Simon Manoyan, based in Chicago, IL, US, is currently a Senior Financial Planner - Centralized Planning Group at Charles Schwab. Simon Manoyan brings experience from previous roles at Charles Schwab, CLA (CliftonLarsonAllen), BKD Wealth Advisors and The Tranel Financial Group. Simon Manoyan holds a 2000 - 2005 Bachelors of Science in Finance @ DePaul University. With a robust skill set that includes Alternative Investments, Financial Advisory, Sales Process, Social Media, Banking and more. Simon Manoyan has 2 emails and 9 mobile phone numbers on RocketReach.
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