Todd Simones Email & Phone Number

Senior Manager Research Analyst - Private Credit @ RVK, Inc.

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Todd Simones Location

Portland, OR, US

Todd Simones Work

Senior Manager Research Analyst - Private Credit @ (May 2023 - Present)
Senior Research Manager @ (April 2023 - Present)
Co-Founder @ Dear House (April 2021 - April 2023)
Principal Owner @ Independent Venture (Dear House) (April 2021 - April 2023)
Chief Investment Officer @ Strategic Research Management Advisors (September 2018 - March 2021)
Portfolio Management @ (September 2016 - September 2018)
Vice President Portfolio Management @ (September 2016 - September 2018)
Vice President - Credit Research and Trading @ (October 2013 - September 2016)
Vice President of Credit @ (October 2013 - May 2016)
Advisor Consultant @ (May 2010 - September 2013)
Environmental Consultant @ Environmental Firms (February 2004 - January 2009)
Internship @ (April 2002 - December 2003)

Todd Simones Education

Montana State University-Bozeman
Bachelor of Arts (Political Science and Government)
1999-2003
Carrabassett Valley Academy - Carrabassett Valley, Maine 1994-1996

Todd Simones Skills

Asset Allocation
Bonds
Business Development
Capital Markets
Capital Raising
Credit Analysis
Credit Rating
Customer Relationship Management (CRM)
Direct Lending
Director level
Due Diligence
ETFs
Equity Research
FactSet
Financial Analysis
Fixed-Income Investing
Hedge Funds
Hedging
High Net Worth Individuals
Infrastructure
Institutional Investments
Investment Strategies
Investments
Management Professional
Manager Selection
Microsoft Excel
Mutual Funds
Portfolio Management
Private Credit
Private Equity
Public Speaking
Real Estate
Relationship Management
Risk Monitoring
Sales Management
Series 7
Start-up Leadership
Start-up Ventures
Structured Notes
Thomson Reuters Eikon
Trading
Treasury Management
Underwriting
Wealth Management Services
401k
Analysis
Sales
Financial Services
Separately Managed Accounts
Investment Advisory
Variable Annuities
Fixed Income
FINRA
IRAs
AutoCAD
Structured Products
Corporate Credit
Senior Bankl Loans
Morningstar Direct
Bloomberg
Goldman Sachs 360
CRM Databases
Workday
Concur
Microsoft Office
Paychex
Alternative Investments
Writing
Consulting
Sellers
Discover
Environmental Projects
Adobe Contribute
CAP
Community
Emissions Trading
Customer Retention
Consideration
Producers
Secondary Offerings
ABS
Finance
CDO
NEPA
Buyers
Expect
PIPEs
Management
Insurance Planning
Phase 1
Environmental Impact Statements
Contractors
Resume
Hub
Pollution
Financial Structuring
Safety Programs
Corporate Issues
Salesforce.com
Face To Face
M&A
Seminars
Elimination
CLO
System
Business Services
Barclays
Data Recovery
Occupational Health
401K Retirement Savings Plans
Sage Act
Reports
Budgeting
Asset Management
Testing
Moody'S
CMBS
Scheduling
Research
System Monitoring
Venture Capital
Capital
Portland
Loans
Campaigns
NPDES
Raising
Boutique
Yahoo
C
The Environment
Permitting
Renewable Energy Markets
Air Quality
Initial And Secondary Offerings
MBS
Scopes
Project
Title V
Investment Banking
CMO
Healthcare Management
Presentations
Powell
Private Placements
Responsibility
Environmental Protection
Google Groups
Matching
Army
Structured Finance
Hazardous Waste Management
Political Science
Concerts
Acquisition Strategies
S&P
Business Planning
Relationship Building
Collateralized Debt Obligation Cdo
Rate
Highlighting
Asset
Interviews
Financial Transactions
Sampling
RCRA
Possibilities
Etf
Public Equities
Resource Conservation
Mergers and Acquisitions
Discharge
Dealers
401 Retirement Savings Plans
Collateralized Debt Obligation

Todd Simones Summary

Todd Simones, based in Portland, OR, US, is currently a Senior Manager Research Analyst - Private Credit at RVK, Inc.. Todd Simones brings experience from previous roles at RVK, Inc., Dear House, Independent Venture (Dear House) and Strategic Research Management Advisors. Todd Simones holds a 1999 - 2003 Bachelor of Arts in Political Science and Government @ Montana State University-Bozeman. With a robust skill set that includes Asset Allocation, Bonds, Business Development, Capital Markets, Capital Raising and more. Todd Simones has 2 emails and 1 mobile phone numbers on RocketReach.