Charles Simon
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Charles Simon Email & Phone Number

Healthcare Services & HCIT Investment Banking | Former Naval Aviator at Stifel Financial Corp.
Location: New York, New York, United States 9 work roles 3 schools
2 work emails found @stifel.com 1 phone found area 212 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email s****@stifel.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Stifel Financial Corp.
Role
Healthcare Services & HCIT Investment Banking | Former Naval Aviator
Location
New York, New York, United States
Company size
5 employees

Who is Charles Simon? Overview

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Quick answer

Charles Simon is listed as Healthcare Services & HCIT Investment Banking | Former Naval Aviator at Stifel Financial Corp., a company with 5 employees, based in New York, New York, United States. AeroLeads shows a work email signal at stifel.com, phone signal with area code 212, and a matched LinkedIn profile for Charles Simon.

Charles Simon previously worked as Investment Banking Director at Stifel Financial Corp. and Investment Banking Vice President at Stifel Financial Corp.. Charles Simon holds Mba In Finance And Strategic Management from The Wharton School.

Company email context

Email format at Stifel Financial Corp.

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*@stifel.com
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AeroLeads found 2 current-domain work email signals for Charles Simon. Compare company email patterns before reaching out.

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Profile bio

About Charles Simon

Charles Simon is a Healthcare Services & HCIT Investment Banking | Former Naval Aviator at Stifel Financial Corp.. He possess expertise in investment banking, mergers and acquisitions, financial modeling, valuation, corporate finance and 23 more skills.

Listed skills include Investment Banking, Mergers And Acquisitions, Financial Modeling, Valuation, and 24 others.

Current workplace

Charles Simon's current company

Company context helps verify the profile and gives searchers a useful next step.

Stifel Financial Corp.
Stifel Financial Corp.
Healthcare Services & HCIT Investment Banking | Former Naval Aviator
501 N. Broadway, St. Louis, MO 63102, us
Website
stifel.com
Employees
5
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Company profile
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9 roles

Charles Simon work experience

A career timeline built from the work history available for this profile.

Investment Banking Vice President

Stifel Financial Corp.

St. Louis, MO, US

Healthcare Services & HCIT

Nov 2020 - Feb 2022

Investment Banking Vice President

Macquarie Group

Sydney, NSW, AU

Recruited to build out new Industrials platform as fifth member of team (and only VP), successfully growing the team to 22 bankers in over a year. Staffer and recruiting lead. Coverage and transactions across Chemicals, Paper & Packaging, Building Products, Industrial Services, and Transportation.

Apr 2019 - Oct 2020

Investment Banking Vice President

Cantor Fitzgerald

New York, New York, US

Sole M&A VP for new Investment Banking franchise with 50 Healthcare bankers. Healthcare Services, Diagnostics, HC IT, HC Real Estate and MedTech.

Apr 2017 - Mar 2019

Investment Banking Associate

Evercore

New York, NY, US

Transportation M&A: Shipping/Maritime, Trucking, Rail, Leasing, Helicopters. M&A Generalist: Insurance/Business Services, Technology, Telecom, Paper.

Aug 2013 - Apr 2017

Program Manager, Company Site Lead For Major National Intelligence Agency

Boeing

Arlington, VA, US

  • Sourced and won long-term contract with the largest U.S. intelligence agency. Managed database technicians and analytic consultants to stand up software system on-site at client facility
Mar 2011 - Jul 2013

Director Of Operations - Kestrel Tac

Boeing

Arlington, VA, US

  • Business development for post-acquisition start-up data analytics software company with 18,000 users across 19 federal agencies
Nov 2009 - Mar 2011

Knowledge Management Tech Director, Special Briefing Officer

Us Navy, Joint Chiefs Of Staff

Washington, DC, US

  • Identified, evaluated and integrated enterprise-level Web 2.0 systems to improve data sharing and dissemination; served under the Vice Chairman, Joint Chiefs of Staff
  • Daily Intelligence Briefer for the Joint Staff Director of Operations
Sep 2006 - Aug 2009

Naval Aviator, E-2C Hawkeye Pilot

Us Navy, Joint Chiefs Of Staff

Washington, DC, US

E-2C Hawkeye Pilot; 170 carrier landings & 1,273 flight hours; graduated from Navy’s Advanced Mission Tactics Instructor course

May 2000 - Aug 2006
Team & coworkers

Colleagues at Stifel Financial Corp.

Other employees you can reach at stifel.com. View company contacts for 5 employees →

GS Gregory Swanson Gregory Swanson Colleague at Stifel Financial Corp.Meridian, Mississippi, United States, United States View → BH Blake Hamer, Aams™, Cfp® Blake Hamer, Aams™, Cfp® Colleague at Stifel Financial Corp.Waterloo-Cedar Falls Area, United States View → RK Robyn Kapraly Robyn Kapraly Colleague at Stifel Financial Corp.Kent, Ohio, United States, United States View → MS Mark Scaglione Mark Scaglione Colleague at Stifel Financial Corp.Greater Tampa Bay Area, United States View → JL James L. Springer, Cpwa®, Cima® James L. Springer, Cpwa®, Cima® Colleague at Stifel Financial Corp.North Port-Sarasota Area, United States View → JW Joe Wallace, Aif® Joe Wallace, Aif® Colleague at Stifel Financial Corp.Longview-Marshall Area, United States View → HL Helen Licata Helen Licata Colleague at Stifel Financial Corp.St Louis, Missouri, United States, United States View → SF Scott Fergang Scott Fergang Colleague at Stifel Financial Corp.New York City Metropolitan Area, United States View → LP Lindsay Paine Lindsay Paine Colleague at Stifel Financial Corp.Minneapolis, Minnesota, United States, United States View → AL Amanda L. Campbell Amanda L. Campbell Colleague at Stifel Financial Corp.West Palm Beach, Florida, United States, United States View →
3 education records

Charles Simon education

Mba In Finance And Strategic Management

The Wharton School

Ma, Security Studies (Technology & Security), School Of Foreign Service

Georgetown University

Bs, Computer Science

The George Washington University
FAQ

Frequently asked questions about Charles Simon

Quick answers generated from the profile data available on this page.

What company does Charles Simon work for?

Charles Simon works for Stifel Financial Corp..

What is Charles Simon's role at Stifel Financial Corp.?

Charles Simon is listed as Healthcare Services & HCIT Investment Banking | Former Naval Aviator at Stifel Financial Corp..

What is Charles Simon's email address?

AeroLeads has found 2 work email signals at @stifel.com for Charles Simon at Stifel Financial Corp..

What is Charles Simon's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Charles Simon at Stifel Financial Corp..

Where is Charles Simon based?

Charles Simon is based in New York, New York, United States while working with Stifel Financial Corp..

What companies has Charles Simon worked for?

Charles Simon has worked for Stifel Financial Corp., Macquarie Group, Cantor Fitzgerald, Evercore, and Boeing.

Who are Charles Simon's colleagues at Stifel Financial Corp.?

Charles Simon's colleagues at Stifel Financial Corp. include Gregory Swanson, Blake Hamer, Aams™, Cfp®, Robyn Kapraly, Mark Scaglione, and James L. Springer, Cpwa®, Cima®.

How can I contact Charles Simon?

You can use AeroLeads to view verified contact signals for Charles Simon at Stifel Financial Corp., including work email, phone, and LinkedIn data when available.

What schools did Charles Simon attend?

Charles Simon holds Mba In Finance And Strategic Management from The Wharton School.

What skills is Charles Simon known for?

Charles Simon is listed with skills including Investment Banking, Mergers And Acquisitions, Financial Modeling, Valuation, Corporate Finance, Private Equity, Business Development, and Corporate Development.

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