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 May 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 company 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 →
NS
Nikita Sharma
Colleague at TiaaPune, Maharashtra, India, India
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NT
Nilesh Tilekar
Colleague at TiaaHuntersville, North Carolina, United States, United States
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SM
Sraboni Mondal
Colleague at TiaaPune, Maharashtra, India, India
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HM
Hal Mayden
Colleague at TiaaColorado Springs, Colorado, United States, United States
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HW
Holly Wesley
Colleague at TiaaDallas-Fort Worth Metroplex, United States
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AR
Anchal Rinahite
Colleague at TiaaPune, Maharashtra, India, India
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KP
Ketaki Pande
Colleague at TiaaPune, Maharashtra, India, India
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DW
Donna Williston
Colleague at TiaaCharlotte, North Carolina, United States, United States
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JD
John Doland, Cfe
Colleague at TiaaCharlotte, North Carolina, United States, United States
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CM
Craig Marek Mpm, Pgmp, Pmp
Colleague at TiaaCharlotte, North Carolina, United States, United States
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Nikita Sharma
Colleague at TiaaPune, Maharashtra, India, India
View →
NT
Nilesh Tilekar
Colleague at TiaaHuntersville, North Carolina, United States, United States
View →
SM
Sraboni Mondal
Colleague at TiaaPune, Maharashtra, India, India
View →
HM
Hal Mayden
Colleague at TiaaColorado Springs, Colorado, United States, United States
View →
HW
Holly Wesley
Colleague at TiaaDallas-Fort Worth Metroplex, United States
View →
AR
Anchal Rinahite
Colleague at TiaaPune, Maharashtra, India, India
View →
KP
Ketaki Pande
Colleague at TiaaPune, Maharashtra, India, India
View →
DW
Donna Williston
Colleague at TiaaCharlotte, North Carolina, United States, United States
View →
JD
John Doland, Cfe
Colleague at TiaaCharlotte, North Carolina, United States, United States
View →
CM
Craig Marek Mpm, Pgmp, Pmp
Colleague at TiaaCharlotte, North Carolina, United States, 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 Nikita Sharma, Nilesh Tilekar, Sraboni Mondal, Hal Mayden, and Holly Wesley.
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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