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Brody Simms Email & Phone Number
New Client Acquisition Specialist
at
Wealth Enhancement
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
New Client Acquisition Specialist
Location
Santa Clara, California, United States
Company size
Who is Brody Simms? Overview
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Quick answer
Brody Simms is listed as New Client Acquisition Specialist at Wealth Enhancement, a with 17 employees, based in Santa Clara, California, United States. AeroLeads shows a matched LinkedIn profile for Brody Simms.
Brody Simms previously worked as Wealth Associate Intern at Landmark Wealth Management Group and Business Development Specialist at Small Biz Drs. Brody Simms holds Economics, Business/Managerial Economics from Santa Clara University.
Company email context
Email format at Wealth Enhancement
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Wealth Enhancement
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Profile bio
About Brody Simms
Recent Economics graduate from Santa Clara University, currently working as a Wealth Management Intern, where I'm honing my skills in financial planning and client relations. On the path to becoming a financial advisor, and am passionate about helping clients achieve their financial goals.In addition to my experience in wealth management, I have a strong background in business development. This has equipped me with a comprehensive understanding of market dynamics and client needs, which I leverage to create individually tailored financial strategies.
Current workplace
Brody Simms's current company
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Wealth Enhancement
6 roles
Brody Simms work experience
A career timeline built from the work history available for this profile.
Wealth Associate Intern
Current- Crafted comprehensive financial plans for high-net-worth clients, utilizing advanced tools such as eMoney, Holistiplan, Wealthscape, and Tamarac to ensure tailored and effective strategies. - Collaborated closely with Client Service Associates, enhancing client relations and strengthening partnerships with our investment solutions providers.- Shadowed seasoned financial advisors during, providing support by taking detailed notes and managing action items to ensure seamless follow-up… Show more - Crafted comprehensive financial plans for high-net-worth clients, utilizing advanced tools such as eMoney, Holistiplan, Wealthscape, and Tamarac to ensure tailored and effective strategies. - Collaborated closely with Client Service Associates, enhancing client relations and strengthening partnerships with our investment solutions providers.- Shadowed seasoned financial advisors during, providing support by taking detailed notes and managing action items to ensure seamless follow-up and client satisfaction Show less
Jun 2024 - Present
Business Development Specialist
Current
Small Biz Drs
- Generated over $100,000 in new yearly recurring revenue by identifying and securing clients through cold outreach and relationship building.- Developed and executed successful lead generation campaigns for several small businesses, resulting in over $10,000 of monthly increased revenue for multiple clients- Analyzed and optimized website performance metrics using tools such as Google Analytics, Google Adwords, while streamlining lead management in LeadSnap CRM - Researched and… Show more - Generated over $100,000 in new yearly recurring revenue by identifying and securing clients through cold outreach and relationship building.- Developed and executed successful lead generation campaigns for several small businesses, resulting in over $10,000 of monthly increased revenue for multiple clients- Analyzed and optimized website performance metrics using tools such as Google Analytics, Google Adwords, while streamlining lead management in LeadSnap CRM - Researched and presented potential expansion opportunities using SEMrush, Mangools, and Powerpoint Show less
Jun 2023 - Present
Finance/Accounts Management Intern
Created and maintained financial reports and spreadsheets, analyzing data to identify trends and provide insight to management
Jun 2022 - Sep 2022
Servers Assistant
Developed strong interpersonal skills through interactions with customers, colleagues, and management, resulting in effective collaboration and a positive work environment.
Sep 2020 - Feb 2021
Servers Assistant
Assisting servers with any and all duties, communicating with guests in order to provide the best dining experience possible.
May 2018 - Apr 2020
Team & coworkers
Colleagues at Wealth Enhancement
Other employees you can reach at landmarkwealthmanagementgroup.com. View company contacts for 17 employees →
KA
Karen Althaus
Colleague at Wealth EnhancementOntario, California, United States
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JF
Julie Friend
Colleague at Wealth EnhancementUnited States
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EH
Elizabeth Hill
Colleague at Wealth EnhancementUnited States
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TM
Tamara Mumm
Colleague at Wealth EnhancementHudson, Wisconsin, United States
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DD
Danrae Delo
Colleague at Wealth EnhancementFarmington, Minnesota, United States
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JP
Jill Preiner
Colleague at Wealth EnhancementGreater Minneapolis-St. Paul Area, United States
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CS
Cicely Swanson
Colleague at Wealth EnhancementNew York, United States
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DS
Darrell Shideler
Colleague at Wealth EnhancementSan Jose, California, United States
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TM
Tammie Mark
Colleague at Wealth EnhancementSan Francisco Bay Area, United States
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Karen Althaus
Colleague at Wealth EnhancementOntario, California, United States
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JF
Julie Friend
Colleague at Wealth EnhancementUnited States
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EH
Elizabeth Hill
Colleague at Wealth EnhancementUnited States
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TM
Tamara Mumm
Colleague at Wealth EnhancementHudson, Wisconsin, United States
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DD
Danrae Delo
Colleague at Wealth EnhancementFarmington, Minnesota, United States
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JP
Jill Preiner
Colleague at Wealth EnhancementGreater Minneapolis-St. Paul Area, United States
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CS
Cicely Swanson
Colleague at Wealth EnhancementNew York, United States
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DS
Darrell Shideler
Colleague at Wealth EnhancementSan Jose, California, United States
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TM
Tammie Mark
Colleague at Wealth EnhancementSan Francisco Bay Area, United States
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1 education record
Brody Simms education
FAQ
Frequently asked questions about Brody Simms
Quick answers generated from the profile data available on this page.
What company does Brody Simms work for?
Brody Simms works for Wealth Enhancement.
What is Brody Simms's role at Wealth Enhancement?
Brody Simms is listed as New Client Acquisition Specialist at Wealth Enhancement.
Where is Brody Simms based?
Brody Simms is based in Santa Clara, California, United States while working with Wealth Enhancement.
What companies has Brody Simms worked for?
Brody Simms has worked for Wealth Enhancement, Landmark Wealth Management Group, Small Biz Drs, Southwest Appraisal And Inspection Services, and Flint By Baltaire.
Who are Brody Simms's colleagues at Wealth Enhancement?
Brody Simms's colleagues at Wealth Enhancement include Karen Althaus, Julie Friend, Elizabeth Hill, Tamara Mumm, and Danrae Delo.
How can I contact Brody Simms?
You can use AeroLeads to view verified contact signals for Brody Simms at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What schools did Brody Simms attend?
Brody Simms holds Economics, Business/Managerial Economics from Santa Clara University.
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