Simon Sumner Email
Client Portfolio Manager @ BT Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Simon Sumner Location
- Florida, United States
Simon Sumner Work
- Client Portfolio Manager @ (August 2016 - Present)
- Chief Investment Officer, LCG Private Client Group @ (June 2015 - August 2016)
- Portfolio Manager @ (July 2007 - June 2015)
- Business Development Officer @ (June 2006 - June 2007)
- Portfolio Manager and Private Client Advisor @ (October 1996 - June 2006)
- Portfolio Manager @ (September 1996 - June 2006)
Simon Sumner Education
- University of Florida
Bachelor Of Science (Accounting)
1992-1996
Simon Sumner Skills
- Commercial Banking
- Portfolio Management
- Smf/Vrla Battery
- Commercial Lending
- Wealth
- Investment Strategies
- Investments
- Asset Allocation
- Loans
- Credit Analysis
- Wealth Management
- Management
- Banking
- New Business Development
- Finance
- Integrated Marketing
- Business Development
- Private Equity
- Investment Management
- Credit
- Financial Services
- Asset Management
- Financial Advisory
- Financial Analysis
- Building Relationships
- Financial Planning
- Due Diligence
- Investment Advisory
Simon Sumner Summary
- Simon Sumner, based in Florida, United States, is currently a Client Portfolio Manager at Bt Wealth Advisors. Simon Sumner brings experience from previous roles at LCG Advisors, u.s. Trust, Regions Bank and Suntrust. Simon Sumner holds a 1992 - 1996 Bachelor Of Science in Accounting @ University of Florida. With a robust skill set that includes Commercial Banking, Portfolio Management, Smf/Vrla Battery, Commercial Lending, Wealth and more. Simon Sumner has 1 emails on RocketReach.
Looking for a different Simon Sumner?
Find contact details for 700 million professionals.
Others Named Simon Sumner
Simon Sumner
General Manager
United Kingdom
Simon Sumner
Business Development - Energy
United Kingdom
Simon Sumner
Director of European Business Development
United Kingdom
Simon Sumner
Transportation Operations Manager
Burton Latimer, GB
Top BT Wealth Advisors Employees
Gregory Stahl
Senior Vice President - Wealth Advisor
Tampa, FL, US
Brianna Saed
Executive Assistant
Tampa, FL, US
Simon Sumner
Client Portfolio Manager
Florida, United States
Tim Donaldson
Wealth Operations Manager, VP
Tampa, FL, US
Dave Crpc
Client Registered Associate
Tampa, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co