Simon Bean, Cfa
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Simon Bean, Cfa Email & Phone Number

Sr. Client Portfolio Manager at Washington Trust Bank
Location: Portland, Oregon, United States 7 work roles 1 school
1 work email found @bankofamerica.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@bankofamerica.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Washington Trust Bank
Role
Sr. Client Portfolio Manager
Location
Portland, Oregon, United States
Company size
927 employees

Who is Simon Bean, Cfa? Overview

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Quick answer

Simon Bean, Cfa is listed as Sr. Client Portfolio Manager at Washington Trust Bank, a with 927 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for Simon Bean, Cfa.

Simon Bean, Cfa previously worked as Portfolio Manager at Bank Of America Private Bank and Portfolio Manager Associate at Bank Of America Private Bank. Simon Bean, Cfa holds Bs, Finance from Portland State University - School Of Business.

Company email context

Email format at Washington Trust Bank

This section adds company-level context without repeating Simon Bean, Cfa's masked contact details.

*@bankofamerica.com
68% confidence

AeroLeads found 1 current-domain work email signal for Simon Bean, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Simon Bean, Cfa

Simon Bean, Cfa is a Sr. Client Portfolio Manager at Washington Trust Bank. He possess expertise in portfolio management, banking, microsoft office, financial analysis, management and 7 more skills.

Listed skills include Portfolio Management, Banking, Microsoft Office, Financial Analysis, and 8 others.

Current workplace

Simon Bean, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Washington Trust Bank
Washington Trust Bank
Sr. Client Portfolio Manager
spokane, washington, united states
Website
watrust.com
Employees
927
AeroLeads page
Company profile
View company profile Email format
7 roles

Simon Bean, Cfa work experience

A career timeline built from the work history available for this profile.

Sr. Client Portfolio Manager

Current
Washington Trust Bank

Portland, Oregon, United States

Aug 2024 - Present

Financial Solutions Advisor

Merrill Edge
Aug 2015 - Sep 2016

Financial Advisor

Morgan Stanley

Greater New York City Area

Feb 2014 - Jan 2015

Banker

U.S. Bank

Portland Area, Oregon

Mar 2009 - Dec 2013
Team & coworkers

Colleagues at Washington Trust Bank

Other employees you can reach at watrust.com. View company contacts for 927 employees →

KK Kim Kasey Kim Kasey Colleague at Washington Trust BankSpokane, Washington, United States View → CP Christina Psomas Christina Psomas Colleague at Washington Trust BankSpokane, Washington, United States View → RH Robert Honablue Robert Honablue Colleague at Washington Trust BankSpokane, Washington, United States View → CS Clarissa Solorio Clarissa Solorio Colleague at Washington Trust BankYakima County, Washington, United States View → VP Vivek Pogaku Vivek Pogaku Colleague at Washington Trust BankWheeling, Illinois, United States View → SB Steven Bruce Steven Bruce Colleague at Washington Trust BankSpokane, Washington, United States View → JS Jennifer Stewart Jennifer Stewart Colleague at Washington Trust BankUnited States View → JG Juliana Gonzalez Juliana Gonzalez Colleague at Washington Trust BankSpokane, Washington, United States View → PS Pattie Sayler Pattie Sayler Colleague at Washington Trust BankWenatchee, Washington, United States View → KS Katherine Shipman Katherine Shipman Colleague at Washington Trust BankSpokane, Washington, United States View →
1 education record

Simon Bean, Cfa education

  • Portland State University - School Of Business
    Portland State University - School Of Business
    Finance
FAQ

Frequently asked questions about Simon Bean, Cfa

Quick answers generated from the profile data available on this page.

What company does Simon Bean, Cfa work for?

Simon Bean, Cfa works for Washington Trust Bank.

What is Simon Bean, Cfa's role at Washington Trust Bank?

Simon Bean, Cfa is listed as Sr. Client Portfolio Manager at Washington Trust Bank.

What is Simon Bean, Cfa's email address?

AeroLeads has found 1 work email signal at @bankofamerica.com for Simon Bean, Cfa at Washington Trust Bank.

Where is Simon Bean, Cfa based?

Simon Bean, Cfa is based in Portland, Oregon, United States while working with Washington Trust Bank.

What companies has Simon Bean, Cfa worked for?

Simon Bean, Cfa has worked for Washington Trust Bank, Bank Of America Private Bank, Merrill Edge, Morgan Stanley, and U.S. Bank.

Who are Simon Bean, Cfa's colleagues at Washington Trust Bank?

Simon Bean, Cfa's colleagues at Washington Trust Bank include Kim Kasey, Christina Psomas, Robert Honablue, Clarissa Solorio, and Vivek Pogaku.

How can I contact Simon Bean, Cfa?

You can use AeroLeads to view verified contact signals for Simon Bean, Cfa at Washington Trust Bank, including work email, phone, and LinkedIn data when available.

What schools did Simon Bean, Cfa attend?

Simon Bean, Cfa holds Bs, Finance from Portland State University - School Of Business.

What skills is Simon Bean, Cfa known for?

Simon Bean, Cfa is listed with skills including Portfolio Management, Banking, Microsoft Office, Financial Analysis, Management, Microsoft Excel, Credit Analysis, and Financial Services.

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