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Keith Simon Email & Phone Number
Financial Advisor
at
Equitable Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
New York City Metropolitan Area, United States, United States
Who is Keith Simon? Overview
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Quick answer
Keith Simon is listed as Financial Advisor at Equitable Advisors, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Keith Simon.
Keith Simon previously worked as Investing and Trading Corporate Bonds at Meadowbrook Capital and Corporate Bond Trader at The Guardian Life Insurance Company Of America. Keith Simon holds Ba, Business Management And Finance from Cornell University.
Company email context
Email format at Equitable Advisors
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Equitable Advisors
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Profile bio
About Keith Simon
I am an experienced Senior Corporate Bond Trader who consistently delivers results using exceptional organizational, written, oral, and presentation skills.Able to work in a fast, dynamic environment, manage competing priorities and impact, influence, and motivate others within the organization. A true self-starter, who becomes a trusted and integral part of the executive team. A proven track record in helping total ratio return accounts and mutual funds to outperform customized benchmarks.A proven ability to evaluate securities, generate trade ideas, and negotiate best trade execution. I establish and maintain strong personal relationships, negotiating, building trust, getting dealer liquidity which help to execute trades which has a positive effect on performance.
Current workplace
Keith Simon's current company
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3 roles
Keith Simon work experience
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Investing And Trading Corporate Bonds
Current
Meadowbrook Capital
Mar 2023 - Present
Corporate Bond Trader
- Traded 7 portfolios of approximately $23 billion corporate bonds across all sectors and all maturities.
- Developed and transacted trades in Guardian-managed mutual funds and total rate of return accounts to help beat customized benchmarks.
- Integral in setting up and executing portfolio trades.
- Worked closely with the Guardian compliance team to develop rules regarding mutual fund trades.
- Co-managed and generated ideas for the total rate of return portfolio.
- Advised both portfolio manager and analysts on the pricing of new corporate deals, resulting in better performance of both mutual fund and total rate of return accounts.
Nov 2001 - Aug 2022
2 education records
Keith Simon education
Ba, Business Management And Finance
Mba, Finance
FAQ
Frequently asked questions about Keith Simon
Quick answers generated from the profile data available on this page.
What company does Keith Simon work for?
Keith Simon works for Equitable Advisors.
What is Keith Simon's role at Equitable Advisors?
Keith Simon is listed as Financial Advisor at Equitable Advisors.
Where is Keith Simon based?
Keith Simon is based in New York City Metropolitan Area, United States, United States while working with Equitable Advisors.
What companies has Keith Simon worked for?
Keith Simon has worked for Equitable Advisors, Meadowbrook Capital, and The Guardian Life Insurance Company Of America.
How can I contact Keith Simon?
You can use AeroLeads to view verified contact signals for Keith Simon at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Keith Simon attend?
Keith Simon holds Ba, Business Management And Finance from Cornell University.
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