Michael Simone

Michael Simone Email and Phone Number

Semi-Retired @ Pennsylvania, United States
Pennsylvania, United States
Michael Simone's Location
Warrington, Pennsylvania, United States, United States
Michael Simone's Contact Details

Michael Simone work email

Michael Simone personal email

About Michael Simone

Michael Simone is a Semi-Retired at Self-employed. He possess expertise in financial analysis, strategic financial planning, financial services, portfolio management, investment management and 11 more skills. He is proficient in English and Koine Greek.

Michael Simone's Current Company Details
Self-employed

Self-Employed

Semi-Retired
Pennsylvania, United States
Michael Simone Work Experience Details
  • Self-Employed
    Semi-Retired
    Self-Employed
    Pennsylvania, United States
  • 2021 Primary For Warrington Voting Districts 2, 6, 7 & 8
    Former Candidate For Central Bucks District 7 Schoolboard Director
    2021 Primary For Warrington Voting Districts 2, 6, 7 & 8 Mar 2021 - Present
    Warrington, Pa
    I am excited to announce Debra Cannon is taking my place as Nominee School Board Director Candidate for CBSD Region 7!I’ve withdrawn because I have a health issue that will drain me for the next few months, at least. My passion to see a wise, sensible school board, protecting kids and the parents who love them is unabated, and Deb fits the bill perfectly.When I knew I needed to withdraw, I immediately thought of Deb and she considered it an honor to stand for this Candidacy. She is a perfect School Board Director: a 20 year Warrington resident and mother of 4, all of whom have been in/through the CB Region 7 Schools. She and her husband Mike have created a winsome family and Deb has tremendous compassion for kids, especially disabled kids since she herself has a significant disability.Deb is sharp, quick minded and won’t suffer fools gladly; nor have patience with those who seek to exploit kids for ideological and selfish ends. She will bring a sharp and courageous mind to the CBSD Board of Directors.Please welcome and support her.
  • Self-Employed
    Semi-Retired
    Self-Employed Jan 2021 - Present
  • Eaton-Cambridge Inc.
    Portfolio Manager And Planner
    Eaton-Cambridge Inc. Jun 2013 - Dec 2020
    Phoenix, Az | Philadelphia, Pa
    "Experience is a great teacher. It's just that the tuition is so high." Norwegian proverb.Starting a career or family. Changing or ending a career or family. Starting, structuring , or transitioning a business. Slicing and deferring taxes. Transitioning 'stuff' to those people and causes you love. And, of course, retirement.All big life events. And add those unexpected and seismic changes to blindside us. You'll want good advice, and good advice is the sum total of wisdom and success gleaned from hard-won experience and sound education.My domain is tax, investment and planning advice: individuals and businesses, the "Whole Picture."A diverse background and education, wins and losses, and the advice of people (my wife, Denise, for one!) who cared, all provided that 'expensive' school we call 'experience.' I sell no products, but provide tax and investment advice, team resources and money management.Education • BA/Philosophy • MDiv (summa cum laude) • MBA/AcctngMarks • CFP™ (CERTIFIED FINANCIAL PLANNER™) • EA (Enrolled Agent) the US Treasury Mark as a tax specialist to represent taxpayers before the examination, collection, and appeals divisions of the IRS • Passed CFA Level 2Volunteer • Organizing treasurer for 2 nonprofits • 9 yrs. HOA President and Treasurer • Warrington Township, PA Pension CommitteeI live with my wife, Denise, in Warrington, PA, and have two grown children, Andrew and Rebecca. I enjoy fly-fishing, playing the quiet, bellows-blown bagpipes (smallpipes), eating finely prepared squash and making a bit of mischief here and there.
  • 3Rs Llc
    Nat'L Gov'T Accts Mgr And Receivables Consulting
    3Rs Llc Nov 2010 - Feb 2017
    Harleysville, Pa
    Assisted public agencies in strategies to capture their uncollected obligations, the low-hanging fruit of public revenues. Established tactical steps and reviews to complete the strategies with focus on the lowest cost solutions and third party collectors working for a small, fixed fee, bypassing contingency debt collectors and the account scoring methods offering paltry returns.
  • Depuy, Concept, Linvatec, Biomatrix, Genzyme
    Orthopaedics And Sports Medicine Sales/Mktng
    Depuy, Concept, Linvatec, Biomatrix, Genzyme Aug 1985 - Nov 2010
    Nyc, New Jersey, Eastern Us
    Award-winning roles and functions the in the sales and marketing of Orthopaedic and Sports Medicine device and biotech products. in NJ, NYC, and Pennsylvania for two companies, including:• Straight commissioned Orthopaedic and Sport Medicine Sales to surgical operating rooms (11 yrs)• Orthopaedic Sales Management (3 yrs)• Orthopaedic Biotech Sales (8 yrs)• Development of MD and Allied Health Advocates in Orthopaedic Biotech (4 yrs)• Identification and development of Orthopaedic Biotech clinical trial sites (4 yrs)

Michael Simone Skills

Financial Analysis Strategic Financial Planning Financial Services Portfolio Management Investment Management Erisa Fiduciary Erisa Plan Rollovers Modern Portfolio Theory Efficient Market Theory Structured Investments Investment Strategies Finance Fiduciary Retirement Planning Investments Cash Balance Plans

Michael Simone Education Details

Frequently Asked Questions about Michael Simone

What company does Michael Simone work for?

Michael Simone works for Self-Employed

What is Michael Simone's role at the current company?

Michael Simone's current role is Semi-Retired.

What is Michael Simone's email address?

Michael Simone's email address is mi****@****dge.com

What schools did Michael Simone attend?

Michael Simone attended San Jose State University, Phoenix, Univ Of, Theological Seminary, Covenant.

What are some of Michael Simone's interests?

Michael Simone has interest in Social Services, Fly Fishing, Bagpipes In General, Border Piping And Smallpiping, Education.

What skills is Michael Simone known for?

Michael Simone has skills like Financial Analysis, Strategic Financial Planning, Financial Services, Portfolio Management, Investment Management, Erisa Fiduciary, Erisa Plan Rollovers, Modern Portfolio Theory, Efficient Market Theory, Structured Investments, Investment Strategies, Finance.

Not the Michael Simone you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.