Simon Mooney Email
Global Head Advisory Platforms @ EFG International
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Simon Mooney Location
- Zurich, Switzerland
Simon Mooney Work
- Global Head Advisory Platforms @ (February 2023 - Present)
- Offering Innovation Lab @ (September 2020 - September 2022)
- UBS Partner-Product Delivery and Client Management @ (January 2018 - September 2020)
- Global Lead IPS Advisory Wealth Management platform @ (September 2015 - December 2017)
- Product and Platform @ (March 2011 - September 2015)
- Senior Trading Liaison @ (June 2008 - February 2011)
- Dealing Agent @ (June 2007 - June 2008)
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 Platforms at EFG Private Bank. Simon Mooney brings experience from previous roles at UBS 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 1 emails on RocketReach.
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