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Julia Simon Email & Phone Number
Executive Assistant and Strategic Projects Coordinator
at
Samuel A. Ramirez & Co., Inc.
1 work email found
@bmo.com
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 71%
Current company
Role
Executive Assistant and Strategic Projects Coordinator
Location
New York City Metropolitan Area, United States
Who is Julia Simon? Overview
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Quick answer
Julia Simon is listed as Executive Assistant and Strategic Projects Coordinator at Samuel A. Ramirez & Co., Inc., based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Julia Simon.
Julia Simon previously worked as Director at Bmo Financial Group and Head of Client Development for The Americas at Bnp Paribas Asset Management.
Company email context
Email format at Samuel A. Ramirez & Co., Inc.
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{first}.{last}@bmo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Julia Simon. Compare company email patterns before reaching out.
Profile bio
About Julia Simon
As a driven Director and Head of Client Development, I bring over 20years of proven success in optimizing sales operations and drivingprofitability. I specialize in managing end-to-end sales processes,developing robust strategies, and leveraging data-driven insights to enhanceperformance. With a strong track record in implementing CRM systems andleading cross-functional teams, I excel in maximizing client acquisition andretention. My expertise in KPI analysis, sales forecasting, and revenuegrowth initiatives has consistently delivered results, enabling me to fostera collaborative sales culture and achieve targets with precision. Proficientin Salesforce, MS Excel, and other key sales tools, I am dedicated todriving operational excellence and accelerating sales success throughstrategic vision and analytical rigor.
Current workplace
Julia Simon's current company
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4 roles
Julia Simon work experience
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Director
In this role, I was hired as a Director of Client Development to help launch the new Prime Brokerage Department for BMO Capital Markets. I supervised and led the Project Management Team, establishing the framework for collaborative working groups to enhance our new build. I oversaw all Project Manager communications, ensuring weekly updates on progress and deliverables. Analyzed current client base, identified client opportunities, cross-selling initiatives, and new business alignment. I executed comprehensive client marketing strategies, managed, events, and spearheaded social media campaigns to bolster client outreachKey achievements include:• Assisted in launching a new product for the Global Capital Markets Prime Brokerage division.• I identified and resolved firm-wide data inaccuracies related to client mapping, revenues, and balances.
Dec 2021 - Oct 2023
Head Of Client Development For The Americas
Head of the Americas Global Client Development Team. Implements client strategy for Global Markets Americas at BNPP. Conducts Client prioritization by analyzing wallet share and internal product strength to determine the focus and priorities. Leads and facilitates global initiatives to continually gain wallet share. Julia’s team is both strategic and analytical, servicing senior management in their approach to covering clients.
May 2008 - Dec 2021
Prime Brokerage
Mar 2002 - May 2008
FAQ
Frequently asked questions about Julia Simon
Quick answers generated from the profile data available on this page.
What company does Julia Simon work for?
Julia Simon works for Samuel A. Ramirez & Co., Inc..
What is Julia Simon's role at Samuel A. Ramirez & Co., Inc.?
Julia Simon is listed as Executive Assistant and Strategic Projects Coordinator at Samuel A. Ramirez & Co., Inc..
What is Julia Simon's email address?
AeroLeads has found 1 work email signal at @bmo.com for Julia Simon at Samuel A. Ramirez & Co., Inc..
Where is Julia Simon based?
Julia Simon is based in New York City Metropolitan Area, United States while working with Samuel A. Ramirez & Co., Inc..
What companies has Julia Simon worked for?
Julia Simon has worked for Samuel A. Ramirez & Co., Inc., Bmo Financial Group, Bnp Paribas Asset Management, and Bank Of America Merrill Lynch.
How can I contact Julia Simon?
You can use AeroLeads to view verified contact signals for Julia Simon at Samuel A. Ramirez & Co., Inc., including work email, phone, and LinkedIn data when available.
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