Elizabeth Simon

Elizabeth Simon Email and Phone Number

BEAM Wealth Advisors, Inc.We exist to simplify the lives of our clients and to bring them financial peace of mind. @ BEAM Wealth Advisors, Inc.
Elizabeth Simon's Location
Westerville, Ohio, United States, United States
Elizabeth Simon's Contact Details

Elizabeth Simon personal email

n/a
About Elizabeth Simon

Specialties: Ohio Notary.

Elizabeth Simon's Current Company Details
BEAM Wealth Advisors, Inc.

Beam Wealth Advisors, Inc.

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BEAM Wealth Advisors, Inc.We exist to simplify the lives of our clients and to bring them financial peace of mind.
Elizabeth Simon Work Experience Details
  • Beam Wealth Advisors, Inc.
    Director Of Customer Service
    Beam Wealth Advisors, Inc. Jul 2024 - Present
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  • Ameriprise Financial Services, Inc.
    Business Development Specialist
    Ameriprise Financial Services, Inc. Jan 2008 - Jul 2024
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  • Ameriprise Financial
    Client Service Manager
    Ameriprise Financial Feb 2005 - Aug 2007
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  • Sky Bank
    Client Service Associate
    Sky Bank Oct 2004 - Feb 2005
    Yes - I was a teller. But I excelled! I actually grew bored of the job and desired a more challenging career.
  • Pita Pit
    Assistant General Manager
    Pita Pit 2002 - 2004
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Elizabeth Simon Skills

Insurance Wealth Management Notary Public Estate Planning Strategic Financial Planning Project Management Microsoft Office Business Development Mutual Funds Retirement Retirement Planning

Elizabeth Simon Education Details

Frequently Asked Questions about Elizabeth Simon

What company does Elizabeth Simon work for?

Elizabeth Simon works for Beam Wealth Advisors, Inc.

What is Elizabeth Simon's role at the current company?

Elizabeth Simon's current role is BEAM Wealth Advisors, Inc.We exist to simplify the lives of our clients and to bring them financial peace of mind..

What is Elizabeth Simon's email address?

Elizabeth Simon's email address is el****@****mpf.com

What schools did Elizabeth Simon attend?

Elizabeth Simon attended The Ohio State University.

What skills is Elizabeth Simon known for?

Elizabeth Simon has skills like Insurance, Wealth Management, Notary Public, Estate Planning, Strategic Financial Planning, Project Management, Microsoft Office, Business Development, Mutual Funds, Retirement, Retirement Planning.

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