Simon is the Senior Client Service Associate at Miracle Mile where he supports advisory teams and their clients. Simon has worked in wealth management for over 7 years.
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 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 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, 63 and 65 securities licenses
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