Scott Simon Email & Phone Number

Dallas/Fort Worth Area

• Helped advisors analyze client risk tolerance, and investment objectives to determine appropriate investment strategy employing separately managed accounts (SMA), Exchange Traded Funds (ETF) and Mutual Funds
• Created, implemented and executed business plan to build region from ground up into successful territory
• Applied advanced communication skills in creating and delivering presentations to financial advisors and clients utilizing customizable proposals to illustrate risk/return… Show more
• Applied advanced communication skills in creating and delivering presentations to financial advisors and clients utilizing customizable proposals to illustrate risk/return spectrum of current holdings to recommend more.
• Managed, trained and oversaw my internal sales team, holding daily team calls to ensure a cohesive and productive team
• Responsible for distribution of EQIS investment solutions in the Texas and Oklahoma markets Show less

• Helped structure different private equity offerings, bringing previously unavailable investment options to retail client
• Created innovative sales initiative to drive sales, build and maintain relationships and grow market share
• Aggressively prospected territory utilizing face to face meetings, client seminars, industry conferences and cold calling
• Increased sales by over 100% in first year
• Responsible for distribution of Triton Pacific private equity investments in the… Show more
• Responsible for distribution of Triton Pacific private equity investments in the Texas, Oklahoma, Louisiana, New Mexico and Colorado markets Show less

• Expert brought in to present on asset allocation, the importance of alternative investments, and income investing, among others at client, rep and Broker Dealer events
• External wholesaler specialist dedicated to distribution of five real estate related funds throughout the central division markets
• Worked closely with senior fund management to facilitate a broad understanding of platform intricacies by retail advisor
• Provided solutions to advisors for high level in-depth sales… Show more
• Provided solutions to advisors for high level in-depth sales questions and issues Show less

Dallas/Fort Worth Area

• Work closely with my external partner and junior internal to create an effective and synergistic sales team
• Traveled and presented at various conferences around the country and covered outside meetings with advisors
• Collaboratively created and executed business plan to grow sales in south Texas market

• Created and presented comprehensive analysis of real estate investment solutions
• Worked closely with advisors to keep them updated on ongoing real estate projects and investments
• Helped advisers grow their practice by providing sales ideas and prospecting tools and showing them effective ways to sell our real estate investment suite to their clients
• Traveled extensively throughout territory to grow sales and build strong relationships

• Managed junior member of internal sales team
• Handled complex sales and service issue to insure timely and successful resolution
• Drove multiple sales campaigns to generate new business and prospects

• Analyzed client cash flow, risk tolerance, and investment objectives to determine appropriate investment allocation
• Identified and fixed gaps in client’s financial picture utilizing annuities, investments, and other financial instruments
• Utilized multiple prospecting techniques to acquire and built assets under management