Wealth Management Advisor
Current
Aug 2017 - Present
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Simon L. Email & Phone Number
Wealth Management Advisor at TIAA
at
TIAA
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Advisor at TIAA
Location
Pasadena, California, United States
Company size
Who is Simon L.? Overview
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Quick answer
Simon L. is listed as Wealth Management Advisor at TIAA at TIAA, a with 11532 employees, based in Pasadena, California, United States. AeroLeads shows a matched LinkedIn profile for Simon L..
Simon L. previously worked as Wealth Management Advisor at Tiaa and Private Client Investment Associate at Jpmorgan Chase Bank N.A.. Simon L. holds Business Administration And Management, General from California State University, Los Angeles.
Company email context
Email format at TIAA
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TIAA
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Profile bio
About Simon L.
Simon L. is a Wealth Management Advisor at TIAA at TIAA.
Current workplace
Simon L.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Tiaa
4 roles
Simon L. work experience
A career timeline built from the work history available for this profile.
Private Client Investment Associate
Nov 2016 - Aug 2017
Private Client Banker
Oct 2012 - Nov 2016
Licensed Banker
Chase Investment Services Corp.
Aug 2011 - Oct 2012
Team & coworkers
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
HV
Harindra Vishwakarma
Colleague at TiaaPune, Maharashtra, India
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SV
Swathi Vejendla
Colleague at TiaaApex, North Carolina, United States
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GA
Gwen Archer
Colleague at TiaaCharlotte Metro, United States
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GT
Gacke, Tracy
Colleague at TiaaConcord, North Carolina, United States
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LC
Lorrie Calupas
Colleague at TiaaCharlotte, North Carolina, United States
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RR
Robert Rowland
Colleague at TiaaMassapequa, New York, United States
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KC
Kim Crawford
Colleague at TiaaUnited States
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PK
Pritam Kumar
Colleague at TiaaBhopal, Madhya Pradesh, India
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AS
Ashish Sharma
Colleague at TiaaMumbai, Maharashtra, India
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ED
Elliot Delgado
Colleague at TiaaNew York, United States
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Harindra Vishwakarma
Colleague at TiaaPune, Maharashtra, India
View →
SV
Swathi Vejendla
Colleague at TiaaApex, North Carolina, United States
View →
GA
Gwen Archer
Colleague at TiaaCharlotte Metro, United States
View →
GT
Gacke, Tracy
Colleague at TiaaConcord, North Carolina, United States
View →
LC
Lorrie Calupas
Colleague at TiaaCharlotte, North Carolina, United States
View →
RR
Robert Rowland
Colleague at TiaaMassapequa, New York, United States
View →
KC
Kim Crawford
Colleague at TiaaUnited States
View →
PK
Pritam Kumar
Colleague at TiaaBhopal, Madhya Pradesh, India
View →
AS
Ashish Sharma
Colleague at TiaaMumbai, Maharashtra, India
View →
ED
Elliot Delgado
Colleague at TiaaNew York, United States
View →
1 education record
Simon L. education
FAQ
Frequently asked questions about Simon L.
Quick answers generated from the profile data available on this page.
What company does Simon L. work for?
Simon L. works for TIAA.
What is Simon L.'s role at TIAA?
Simon L. is listed as Wealth Management Advisor at TIAA at TIAA.
Where is Simon L. based?
Simon L. is based in Pasadena, California, United States while working with TIAA.
What companies has Simon L. worked for?
Simon L. has worked for Tiaa, Jpmorgan Chase Bank N.A., and Chase Investment Services Corp..
Who are Simon L.'s colleagues at TIAA?
Simon L.'s colleagues at TIAA include Harindra Vishwakarma, Swathi Vejendla, Gwen Archer, Gacke, Tracy, and Lorrie Calupas.
How can I contact Simon L.?
You can use AeroLeads to view verified contact signals for Simon L. at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Simon L. attend?
Simon L. holds Business Administration And Management, General from California State University, Los Angeles.
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