Simon Reeves Email & Phone Number
Managing Partner @ Pasadena Private Financial Group
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Simon Reeves Location
- Irvine, CA, US
Simon Reeves Work
- Managing Partner @ (July 2023 - Present)
- CEO - Wealth Manager @ TideRock Financial LLC (April 2011 - November 2023)
- Board of Directors @ Saddleback Memorial Foundation (January 2010 - November 2023)
- Wealth Manager @ (July 2010 - March 2011)
- Wealth Manager @ Summit Portfolio Management (May 2007 - July 2010)
- Derivatives Market Maker @ (September 1994 - April 2003)
Simon Reeves Education
- University of Michigan
BA (Economics and Business)
1990-1994 - Stuyvesant High School
(National High School Chess Champions!)
1986-1990
Simon Reeves Skills
- Wealth Management
- Derivatives
- Investments
- Business Planning
- Risk Assessment
- Asset Managment
- Game Theory
- Hedging
- Trading
- Alternative Investments
- Economics
- Public Speaking
- Financial Risk
- Estate Planning
- Funding
- Asset Management
- Hedge Funds
- Mergers & Acquisitions
- Venture Capital
- Financial Advisory
- Entrepreneurship
- Finance
- Private Equity
- Portfolio Management
- Financial Structuring
- Investment Advisory
- Wealth
- Core Banking
- Microsoft Excel
- Private Banking
- Business Intelligence
- Family Office
- Risk Management and Compliance
- Customer Relationship Management
- Startups
- Portfolio Management System
- Exchange
- Bank Office Automation
- Management
- Multi Channel Banking
- Mergers and Acquisitions
Simon Reeves Summary
- Simon Reeves, based in Irvine, CA, US, is currently a Managing Partner at Pasadena Private Financial Group. Simon Reeves brings experience from previous roles at TideRock Financial LLC, Saddleback Memorial Foundation, Greenberg Graham Advisors and Summit Portfolio Management. Simon Reeves holds a 1990 - 1994 BA in Economics and Business @ University of Michigan. With a robust skill set that includes Wealth Management, Derivatives, Investments, Business Planning, Risk Assessment and more. Simon Reeves has 3 emails and 2 mobile phone numbers on RocketReach.
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