Simon has worked in wealth management for 7 years and serves as a Client Service Associate at Miracle Mile. Simon supports advisory teams and their clients.
Prior to joining Miracle Mile Advisors, Simon was with a Los Angeles based Broker Dealer where he has experience in both Compliance and Client Services. He has unique experience in both supporting Advisors and their clients, as well as Internal operations so he understands both sides of the business.
Simon received a bachelor’s degree in Business Management, from Mount Saint Mary’s University. Simon loves the outdoors and in his free time he enjoys spending time with his wife and daughter, but when he’s on his own he can be found in the garage playing with an old car.
- Holds the Financial Industry Regulatory Authority (FINRA) Series 24, 7 and 63 securities licenses
- Is currently working on getting his 65.
There is more than
meets the eye.
- Has owned over 30 cars
- Would rather drive a vintage car than a brand new car
- Has been to 4 of the 7 continents and hopes to get to the others eventually