Simon Pettitt Email & Phone Number
Independent Financial Adviser @ JEM Financial Planning Limited
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Simon Pettitt Location
- Stratford-upon-Avon, GB
Simon Pettitt Work
- 2019 -now Strategic Advisor @
- 2019 -now Independent Financial Adviser @
- 2003 -now Consultant @
- 2012 -2014 Director, Head of Fixed Income @ Westhouse Securities Limited
- 2007 -2011 Managing Director @ Heritage Capital Group, part of the Geneva-based Swiss private bank Banque Herit
- 1999 -2007 CEO and Founder @ Orion Finance, Switzerland
- 1993 -1996 Reservoir Dogs @
- 1991 -1993 Eurobond market-maker @
- 1987 -1991 Eurobond market-maker @
Simon Pettitt Education
- Cass Business School
MBA (International Business and Finance)
1991-1992 - Imperial College London
BSc (Zoology)
1981-1984
Simon Pettitt Skills
- Business Transformation Planning
- Trading Strategies
- Alternative Investments
- Portfolio Optimization
- Pensions
- Fixed Income
- Bonds
- Executive Management
- Corporate Finance
- Long Term Business Planning
- Valuation
- Structured Finance
- Portfolio Management
- International Capital Markets
- Financial Modeling
- Investments
- Bloomberg
- Equities
- Sales Management
- French Speaker
- Emerging Markets
- Risk Management
- New Business Development
- Asset Management
- Private Equity
- Management
- Mergers and Acquisitions
- Electronic Trading Systems
- Hedge Funds
- Financial Structuring
- Structured Products
Simon Pettitt Summary
- Simon Pettitt, based in Stratford-upon-Avon, GB, is currently a Independent Financial Adviser at JEM Financial Planning Limited. Simon Pettitt brings experience from previous roles at Bluewater Capital, DBB Consulting Ltd, Westhouse Securities Limited and Heritage Capital Group, part of the Geneva-based Swiss private bank Banque Herit. Simon Pettitt holds a 1991 - 1992 MBA in International Business and Finance @ Cass Business School. With a robust skill set that includes Business Transformation Planning, Trading Strategies, Alternative Investments, Portfolio Optimization, Pensions and more. Simon Pettitt has 2 emails and 1 mobile phone numbers on RocketReach.
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Top JEM Financial Planning Limited Employees
Simon Pettitt
Independent Financial Adviser
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