2022 -
now Senior Vice President, Senior Portfolio Manager @
2019 -
2022 SVP Portfolio Manager - Fixed Income @
2016 -
2019 SVP Distressed and High Yield Trading @
2005 -
2019 Head Of Fixed Income Trading @
2002 -
2005 Municipal Trader @
2000 -
2001 Investment Banking Analyst (Higher Education Sector) @ George K. Baum & Company
Simon Neilson Education
The University of Kansas
Bachelor of Arts (B.A.) (Economics)
Simon Neilson Skills
Series 63
Deals
Electronic Trading
Banking
Scales
Economics
Fixed Income
Bonds
Retail
Valuation
Sales
Networking
Portfolio Management
Tax
Capital Markets
Series 53
Investments
Bloomberg
Finance
Vast
Asset Allocation
Trading Desk
Oversight
Wealth Management
Equities
Operations
Underwriting
Inventory
Municipals
Public Finance
FINRA
Securities
Emerging Markets
Analytical Skill
Credit
Pitch Books
Series 7
Market Analysis
Corporates
Bids
Investment Banking
Series
Municipal Bonds
Trading
Hedge Funds
Funding
Currency
Office Operations
Corporate Bonds
Statistics
Traders
Institutional
Ratings
Yield
Pricing
Structured Products
Simon Neilson Summary
Simon Neilson, based in New York, NY, US, is currently a Senior Vice President, Senior Portfolio Manager at Bank of America Private Bank. Simon Neilson brings experience from previous roles at HSBC and Advisors Asset Management, Inc.. Simon Neilson holds a Bachelor of Arts (B.A.) in Economics @ The University of Kansas. With a robust skill set that includes Series 63, Deals, Electronic Trading, Banking, Scales and more. Simon Neilson has 1 emails and 3 mobile phone numbers on RocketReach.
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