William Simon Location

South Bend, IN, US

William Simon Education

  • Indiana University

    Bachelor's Degree

    2007 - 2011
  • Mohawk Valley College

    Associate's Degree/College Diploma

    1979 - 1981

William Simon Skills

  • Strategic Planning
  • Financial Reporting
  • Project Management
  • Financial Analysis
  • Financial Planning
  • Investment Strategies
  • Asset Allocation
  • Credit Analysis
  • Portfolio Management
  • Trust Services

William Simon Summary

William Simon, based in South Bend, IN, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. William Simon holds a 2007 - 2011 Bachelor's Degree @ Indiana University. With a robust skill set that includes Strategic Planning, Financial Reporting, Project Management, Financial Analysis, Financial Planning and more. William Simon has 2 emails and 2 mobile phone numbers on RocketReach.

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