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 →
JG
Jaquelyn Gratrix
Colleague at TiaaDenver Metropolitan Area, United States
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LR
Lavanya Regunta
Colleague at TiaaMumbai, Maharashtra, India
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MB
Madni Bagwan
Colleague at TiaaSolapur, Maharashtra, India
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CW
Cindy Wilson
Colleague at TiaaPasadena, California, United States
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RP
Rambabu Pachha
Colleague at TiaaMumbai, Maharashtra, India
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GU
Glen Uchida, Cams
Colleague at TiaaEnglewood, Colorado, United States
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FM
Farhad Mirzada
Colleague at TiaaNew York, United States
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KA
Karly Ashlock
Colleague at TiaaChicago, Illinois, United States
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JJ
Jodie Justus
Colleague at TiaaBranford, Connecticut, United States
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LC
Larry Carter
Colleague at TiaaNew York, United States
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Jaquelyn Gratrix
Colleague at TiaaDenver Metropolitan Area, United States
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LR
Lavanya Regunta
Colleague at TiaaMumbai, Maharashtra, India
View →
MB
Madni Bagwan
Colleague at TiaaSolapur, Maharashtra, India
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CW
Cindy Wilson
Colleague at TiaaPasadena, California, United States
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RP
Rambabu Pachha
Colleague at TiaaMumbai, Maharashtra, India
View →
GU
Glen Uchida, Cams
Colleague at TiaaEnglewood, Colorado, United States
View →
FM
Farhad Mirzada
Colleague at TiaaNew York, United States
View →
KA
Karly Ashlock
Colleague at TiaaChicago, Illinois, United States
View →
JJ
Jodie Justus
Colleague at TiaaBranford, Connecticut, United States
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LC
Larry Carter
Colleague at TiaaNew York, United States
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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 Jaquelyn Gratrix, Lavanya Regunta, Madni Bagwan, Cindy Wilson, and Rambabu Pachha.
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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