Monica Simon

Monica Simon Email and Phone Number

Business Development Consultant @ MonBa LLC
Miami Beach, FL, US
Monica Simon's Location
Miami Beach, Florida, United States, United States
Monica Simon's Contact Details

Monica Simon personal email

n/a
About Monica Simon

Monica’s over 15 years experience with premier investment banks is an invaluable asset to her clients. Over the course of her career, Monica developed an expertise in institutional securities, sales & trading, electronic trading, capital raise, business development, strategic marketing, product management, investor relations, and wealth management. In 1997, Monica joined Morgan Stanley in Institutional Equity Sales. As an original member of their Electronic Trading team, she delivered custom trading & risk management solutions to well-known hedge funds, pension funds, asset management firms, and their associated portfolio management, trading and research teams. In 2005, Bank of America Merrill Lynch recruited Monica as a principal architect behind their electronic trading platform. She restructured sales & trading teams, recruited, nurtured junior talent, established P&L budgets & performance goals, implemented a cross-bank client offering, and increased revenues. In 2008, the Head of Equities & Sales Distribution appointed her to a COO role. She led a strategic program to serve top client relationships and enhance revenues. She earned Managing Director title for her overall impact for the division. Monica then spent three years at Nomura as global liaison to expand Nomura’s platform in the Americas.Monica relocated to Miami, where she joined EarlyShares.com, an equity crowdfunding platform to lead Business Development and Investor Relations. Immersed in the entrepreneurial start up community, she worked with venture capital firms, private equity groups and angel investors to identify early stage growth companies and commercial real estate projects for capital raise.Monica is known for her relentless advocacy for her clients, her strong client relationships and taking care of what matters most to them. She understands entrepreneurs, early stage growth companies and how their passions for results will impact the local community.

Monica Simon's Current Company Details
MonBa LLC

Monba Llc

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Business Development Consultant
Miami Beach, FL, US
Monica Simon Work Experience Details
  • Monba Llc
    Business Development Consultant
    Monba Llc
    Miami Beach, Fl, Us
  • 5Th Avenue Solutions Llc
    Premium Finance Advisor
    5Th Avenue Solutions Llc Sep 2020 - Present
    Naples, Florida, Us
    “Specializing in Life Insurance Lending as an innovative approach to Premium Financing.”Fifth Avenue Solutions helps families, business owners, professional athletes, coaches, team owners and artists achieve their financial goals and put their money to work so they can create a lifetime of wealth while protecting their money from unclear outcomes. We partner with advisors and their clients to guide them through financing life insurance premiums in the most effective and cost-efficient manner possible. We help you and your clients solve financial problems related to estate & tax planning, business succession planning and concerns for future income needs. The applications of 5th Avenue Solutions range from business succession plans, estate equalization, future income, PPLI (Private Placement Life Insurance), COLI (Corporate Owned Life Insurance), and charitable giving, to name a few. We aim to provide superior service to our clients through proprietary modeling, advanced marketing design, financial underwriting, post-transaction loan servicing, and portfolio reviews. We leverage our network to bring together commercial and investment banks, insurance companies, and law firms to provide complex capital solutions for our clients. Together with the Opus Funding Partners Program, we bring a wide array of new opportunities and applications for the insurance market. To learn more please contact us.Website: https://www.5thavenuesolutions.com/
  • Monba Llc
    Business Development Consultant
    Monba Llc Feb 2020 - Present
    Business Manager for LPGA player Patricia Meunier-Lebouc.LPGA 𝗠𝗮𝗷𝗼𝗿 𝘄𝗶𝗻𝗻𝗲𝗿⁣𝟳 International 𝘄𝗶𝗻𝘀 𝗟𝗣𝗚𝗔 & 𝗟𝗘𝗧⁣𝟮 𝗦𝗼𝗹𝗵𝗲𝗶𝗺 𝗖𝘂𝗽 wins Team Europe⁣Team leader 𝗥𝗶𝗼 𝟮𝟬𝟭𝟲Former Ladies 𝗙𝗿𝗲𝗻𝗰𝗵 𝗮𝗺𝗮𝘁𝗲𝘂𝗿 𝗧𝗲𝗮𝗺 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗼𝗮𝗰𝗵⁣https://en.wikipedia.org/wiki/Patricia_Meunier-LeboucIG: @patriciameunierleboucLI: https://www.linkedin.com/in/patricia-meunier-lebouc-49aab13a/Prior work includes: ELP Brands – a collective of modern thinkers, creatives and business development experts that is not afraid to explore non-traditional ways to engage with the next generation of consumers. The foundation of their strategy is to understand core values and unique attributes of each brand in their portfolio in order to stay true to its ethos.ELP Brands is a holding company that owns and develops both early-stage and established brands which sit at the intersection of Fashion, Sports and Entertainment. This is done through licensed products, endorsement deals, content development, marketing programs and strategic partnerships. Brands in our portfolio include: United Premier Soccer League, BlackTipH Fishing, JT Racing, Isreal Start-Up Nation.
  • J.P. Morgan
    Financial Advisor
    J.P. Morgan Aug 2018 - Feb 2020
    New York, Ny, Us
  • Eagle Bay Advisors
    Managing Director
    Eagle Bay Advisors Aug 2015 - May 2018
    New York, New York, Us
    Perspective. Passion. Personal.Eagle Bay Advisors is a boutique advisory firm headquartered in the heart of Wall Street that inspires clients to make smarter decisions about all financial matters. We believe that individuals, families and institutions deserve unbiased advice, and relentless advocacy. We listen, understand and collaborate on what matters most to you. Your family. Your finances. Your causes. Your businesses. Your legacy. As your fiduciary, our incentives and insights are aligned with you and your opportunities. Our clients praise our transparent business model and world class talent. They rely on the firm’s unique combination of global resources and industry leading infrastructure. Our perspective, passion and personal commitment are why our clients call us first.To learn more about Eagle Bay Advisors, we cordially invite you to meet our team.
  • Earlyshares.Com
    Business Development | Investor Relations
    Earlyshares.Com Mar 2014 - Apr 2015
    Miami, Fl, Us
    Business DevelopmentEarlyShares.comMarch 2014 – Present Miami/Fort Lauderdale AreaEarlyShares is the trusted platform that gives accredited investors direct access to private placement opportunities. EarlyShares connects accredited and institutional investors to commercial real estate projects and funds in an efficient, trusted and secure environment.Visit EarlyShares.com to register and learn more.
  • Nomura
    Executive Director - Institutional Equity Sales & Trading
    Nomura Nov 2009 - Oct 2012
    Tokyo, Jp
  • Merrill Lynch
    Managing Director - Institutional Equity Sales & Trading
    Merrill Lynch Jan 2005 - Dec 2009
    New York, Ny, Us
  • Morgan Stanley
    Vice President - Institutional Equity Sales & Trading
    Morgan Stanley Sep 1997 - Jan 2005
    New York, Ny, Us
  • Sutro & Co.
    Trader - Fixed Income
    Sutro & Co. Sep 1996 - Sep 1997
  • Verizon
    Sales & Marketing Leadership Program Analyst
    Verizon Apr 1996 - Sep 1996
    Basking Ridge, Nj, Us

Monica Simon Skills

Equities Electronic Trading Series 7 Trading Trading Systems Fixed Income Bloomberg Series 63 Alternative Investments Equity Trading Securities Financial Markets Quantitative Analytics Financial Services Mutual Funds Derivatives Capital Markets Hedge Funds Commodity Equity Derivatives Prime Brokerage Options Market Data Structured Products Investment Banking Etfs Finra Fx Options Middle Office Swaps Hedging Interest Rate Derivatives Trading Strategies

Monica Simon Education Details

  • Pennsylvania State University
    Pennsylvania State University
    Marketing & International Business
  • Université Libre De Bruxelles
    Université Libre De Bruxelles
    Europe & European Union

Frequently Asked Questions about Monica Simon

What company does Monica Simon work for?

Monica Simon works for Monba Llc

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

Monica Simon's current role is Business Development Consultant.

What is Monica Simon's email address?

Monica Simon's email address is mo****@****gan.com

What schools did Monica Simon attend?

Monica Simon attended Pennsylvania State University, Université Libre De Bruxelles.

What are some of Monica Simon's interests?

Monica Simon has interest in Social Services, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Health.

What skills is Monica Simon known for?

Monica Simon has skills like Equities, Electronic Trading, Series 7, Trading, Trading Systems, Fixed Income, Bloomberg, Series 63, Alternative Investments, Equity Trading, Securities, Financial Markets.

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