Simon Reeves Email & Phone Number
Managing Partner @ Pasadena Private Financial Group
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Simon Reeves Location
- Irvine, CA, US
Simon Reeves Work
- 2023 -now Managing Partner @
- 2011 -2023 CEO - Wealth Manager @ TideRock Financial LLC
- 2010 -2023 Board of Directors @ Saddleback Memorial Foundation
- 2010 -2011 Wealth Manager @
- 2007 -2010 Wealth Manager @ Summit Portfolio Management
- 1994 -2003 Derivatives Market Maker @
Simon Reeves Education
- University of Michigan
BA (Economics and Business)
1990-1994 - Stuyvesant High School 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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