Steven Simon Email & Phone Number

EO WIM Manager, Vice President @ Wells Fargo Advisors

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Steven Simon Location

Salt Lake City, UT, US

Steven Simon Work

2020 - now EO WIM Manager, Vice President @ Wells Fargo Advisors
2018 - 2020 Advice Manager, Assistant Vice President @ Wells Fargo Advisors
2016 - 2018 Sales Advisory Coach, Assistant Vice President @ Wells Fargo Advisors

2007 - 2015 Financial Advisor, Officer @ Wells Fargo Advisors
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2005 - 2007 Service Trading Representative @ Wells Fargo Advisors
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2005 - 2005 Premium Service Team @ Morgan Stanley
2003 - 2005 Retirement Plan Specialist @ Morgan Stanley
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Steven Simon Education

University of Utah
Bachelors of Science in Economics, Economics (Economics)
2001 - 2005

Steven Simon Skills

Financial Advisory
Investment Strategies
Investments

Retirement Savings
401 K Rollovers
Asset Allocation
Invetment Planning
Financial Services
Retirement Planning
Securities

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Steven Simon Summary

Steven Simon, based in Salt Lake City, UT, US, is currently a EO WIM Manager, Vice President at Wells Fargo Advisors. Steven Simon brings experience from previous roles at Wells Fargo Advisors. Steven Simon holds a 2001 - 2005 Bachelors of Science in Economics, Economics in Economics @ University of Utah. With a robust skill set that includes Financial Advisory, Investment Strategies, Investments, Retirement Savings, 401 K Rollovers and more. Steven Simon has 1 emails and 1 mobile phone numbers on RocketReach.

Steven Simon Emails

Found 1 emails

@wellsfargoadvisors.com

Steven Simon Phone Numbers

Found 4 phone numbers

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