Simon Sumner Email
Client Portfolio Manager @ BT Wealth Advisors
5 free lookup(s).
No credit card required.
Simon Sumner Location
- Florida, United States
Simon Sumner Work
- 2016 - now Client Portfolio Manager @
- 2015 - 2016 Chief Investment Officer, LCG Private Client Group @
- 2007 - 2015 Portfolio Manager @
- 2006 - 2007 Business Development Officer @
- 1996 - 2006 Portfolio Manager and Private Client Advisor @
- 1996 - 2006 Portfolio Manager @
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Simon Sumner?
Find contact details for 700 million professionals.
Others Named Simon Sumner
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
Leon Montgomery
Associate Advisor
Tampa, FL, US
Tim Donaldson
Wealth Operations Manager, VP
Tampa, FL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co