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 @
- 2018 -2020 Advice Manager, Assistant Vice President @
- 2016 -2018 Sales Advisory Coach, Assistant Vice President @
- 2007 -2015 Financial Advisor, Officer @
- 2005 -2007 Service Trading Representative @
- 2005 -2005 Premium Service Team @
- 2003 -2005 Retirement Plan Specialist @
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
- 401 Rollovers
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 2 mobile phone numbers on RocketReach.
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