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
- EO WIM Manager, Vice President @ (September 2020 - Present)
- Advice Manager, Assistant Vice President @ (April 2018 - September 2020)
- Sales Advisory Coach, Assistant Vice President @ (January 2016 - April 2018)
- Financial Advisor, Officer @ (March 2007 - December 2015)
- Service Trading Representative @ (December 2005 - March 2007)
- Premium Service Team @ (April 2005 - December 2005)
- Retirement Plan Specialist @ (February 2003 - March 2005)
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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