Simon Mooney Email
Global Head Advisory Platform and Capabilites @ EFG Private Bank
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Simon Mooney Location
- Zurich, Switzerland
Simon Mooney Work
- 2023 - now Global Head Advisory Platform and Capabilites @
- 2020 - 2022 Offering Innovation Lab @
- 2018 - 2020 UBS Partner-Product Delivery and Client Management @
- 2015 - 2017 Global Lead IPS Advisory Wealth Management platform @
- 2011 - 2015 Product and Platform @
- 2008 - 2011 Senior Trading Liaison @
- 2007 - 2008 Dealing Agent @
Simon Mooney Education
- National College of Ireland
Masters (Finance)
2008 - 2010 - University College Dublin
BA (Economics and Politics)
2004 - 2007 - University of Cambridge
Executive MBA
Simon Mooney Skills
- Equities
- Bloomberg
- Fixed Income
- Derivatives
- Valuation
- Mutual Funds
- Financial Analysis
- Securities
- Wealth Management
- Risk Management
- Private Banking
- Bloomberg Terminal
- Equity Derivatives
- Asset Management
- Capital Markets
- Business Strategy
- Management
- Leadership
- Marketing Strategy
- Microsoft Word
- PowerPoint
Simon Mooney Summary
- Simon Mooney, based in Zurich, Switzerland, is currently a Global Head Advisory Platform and Capabilites at EFG Private Bank. Simon Mooney brings experience from previous roles at UBS, UBS Wealth Management and J.P. Morgan. Simon Mooney holds a 2008 - 2010 Masters in Finance @ National College of Ireland. With a robust skill set that includes Equities, Bloomberg, Fixed Income, Derivatives, Valuation and more. Simon Mooney has 2 emails on RocketReach.
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