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Simon Z. Location
United States
Simon Z. Work
Executive Director @ (January 2025 - Present)
Member @ (November 2022 - Present)
Managing Director @ Financial Partners Capital Management, LLC (April 2022 - January 2025)
Senior Advisor @ Financial Partners Capital Management, LLC (October 2019 - April 2022)
Vice President @ (December 2014 - April 2019)
International Client Advisor - Financial Planning Specialist @ (November 2011 - December 2014)
Trader @ Vournas Coffee Trading (September 2010 - April 2011)
Non-Ferrous Trader @ Balli Group (June 2009 - August 2009)
Intern and Trading and Logistics Assistant @ Duarte Vivas & Asociados (May 2008 - August 2008)
Simon Z. Education
Ryerson University
Bachelor of Arts (Global Studies)
2004-2009
Toronto Film School
(Recording Arts)
2003-2004
Escuela Campo Alegre 1994-2002
Simon Z. Skills
Investment Advisory Services
Investment Management Industry
Real Estate
Management
Securities
Investments
Trading
Finance
Portfolio Management
Strategic Planning
Equities
Asset Management
Microsoft Office
Banking
Fixed Income
Capital Markets
Leadership
Financial Planning
Customer Service
Financial Analysis
Business Strategy
Wealth Management
Corporate Finance
Risk Management
Hedge Funds
Financial Services
Valuation
Financial Markets
Alternative Investments
Financial Advisory
Equity Derivatives
Investment Management
Investment Strategies
Loans
Asset Allocation
Bonds
Private Banking
Negotiation
Equity Capital Markets
Fixed Income Strategies
Simon Z. Summary
Simon Z., based in United States, is currently a Executive Director at Vizcaya Capital. Simon Z. brings experience from previous roles at YPO, Financial Partners Capital Management, LLC and Credit Suisse. Simon Z. holds a 2004 - 2009 Bachelor of Arts in Global Studies @ Ryerson University. With a robust skill set that includes Investment Advisory Services, Investment Management Industry, Real Estate, Management, Securities and more. Simon Z. has 1 emails and 4 mobile phone numbers on RocketReach.
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