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
- 2025 -now Senior Financial Planner - Centralized Planning Group @
- 2021 -2025 Financial Planner - Centralized Planning Group @
- 2017 -2021 Wealth Advisor @
- 2014 -2017 Senior Advisor II @ BKD Wealth Advisors
- 2011 -2013 Legacy Team Coordinator and Portfolio Administrator for Liberty One Investment Management @
- 2009 -2011 Sales Specialist @
- 2009 -2009 Licensed Personal Banker @
- 2007 -2008 Internal Sales Consultant @
- 2005 -2007 Relationship Manager @
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 4 emails and 9 mobile phone numbers on RocketReach.
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