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Simon Manning Email & Phone Number

Managing Director, Head of Equity Linked Sales and Trading at Citizens Capital Markets and Advisory

Location: San Francisco, California, United States 7 work roles 1 school

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✓ Verified May 2026 3 data sources Profile completeness 100%

Current company

Citizens Capital Markets and Advisory

Role

Managing Director, Head of Equity Linked Sales and Trading

Location

San Francisco, California, United States

Company size

530 employees

Who is Simon Manning? Overview

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Quick answer

Simon Manning is listed as Managing Director, Head of Equity Linked Sales and Trading at Citizens Capital Markets and Advisory, a company with 530 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Simon Manning.

Simon Manning previously worked as Managing Director, Head of Equity Linked Securities at Citizens Jmp Group, Llc and Managing Director at Cromwell Point Advisors. Simon Manning holds Ba - Economics, Economics from Gonzaga University.

Company email context

Email format at Citizens Capital Markets and Advisory

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Citizens Capital Markets and Advisory

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Profile bio

About Simon Manning

High impact senior financial sales and banking executive with broad capital markets and business development expertise, combined with a proven track record of revenue growth. Deployed growth strategies at client-focused firms generating 100% plus revenue and profitability increases across multiple geographies. Successful in building out new markets / sales channels and teams with full P&L responsibilities. Strategic thinker with experience leading large scale, cross asset projects collaboratively with multiple stakeholders. Experience with regulatory / compliance, risk management and governance. High integrity, ability to establish strong senior relationships, motivate and build teams. Effective communicator with key decision makers, C-Suite / BOD’s. Key Strengths include:> Revenue Growth > Business Development> Business Transformation > Client Engagement/Relationship Management> Collaboration Across Multi-stakeholders > Creative Strategic Solutions> Multi-Asset Class Capital Markets Experience > Effective P&L and Pipeline ManagementStrategic Partnerships & Planning | Business Development | Capital Markets | Banking

Listed skills include Fixed Income, Sales, Structured Finance, Capital Markets, and 15 others.

Current workplace

Simon Manning's current company

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Citizens Capital Markets And Advisory

Managing Director, Head of Equity Linked Sales and Trading

San Francisco, CA, US

Website

citizenscommercialbanking.com

Employees

530

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Company profile

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7 roles · 27 years

Simon Manning work experience

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

Managing Director, Head Of Equity Linked Sales And Trading

Citizens Capital Markets And Advisory

San Francisco, CA, US

Managing Director, Head Of Equity Linked Securities

Current

Citizens Jmp Group, Llc

San Francisco, California, United States

Jul 2023 - Present

Managing Director

Cromwell Point Advisors

Provide independent advisory and business development services to X-Change Financial Access (XFA). Leverage 20 years of experience in developing strategic Institutional Investor channels. Formulate investment ideas. Manage portfolio of investments focused on equity & fixed income, convertibles and options. Select investments in growth companies and legacy.

2019 - Jul 2023

Head Of Institutional Distribution - Equity Investment Solutions

Wells Fargo Securities

San Francisco Bay Area

Lead U.S. Institutional Equity-linked Structured Note distribution to all major investor channels including Equity Accounts, Insurance Funds, Fixed Income, Sovereign Wealth and Cross-over Investors including Hedge and.
Established and managed marketing and distribution through all sales, sales-trading and other internal sales-teams in New York, London, Charlotte, Northeast, West Coast and mid-Atlantic regions, and EMEA, significantly.
Created holistic client profitability models; work with cash trading teams to leverage expertise into derivative trades and better identify opportunities in stocks; interact directly with clients, and develop.
Lead client engagements in multiple regions across the US markets division and ultimately assume ongoing client responsibility.

2013 - 2018 ~5 yrs

Capital Markets, U.S. Equity-Linked Securities

Lazard Capital Markets

San Francisco Bay Area

Provided Capital Markets function to equity-linked issuers. Provided market strategy and positioning during the pre-marketing, launch, marketing and final pricing of public and private transactions, including managing.
Conducted due diligence, credit analysis, and pricing for new issue and exchange offer pitches for banking. Annually analyzed approximately 250 bespoke structures for 90 plus unique issuers.
Managed all aspects of marketing new issue transactions including: 144A issues, public 4(2) and private exchanges including new money raises conducted in conjunction with exchange offers and Regulation S & Regulation D.

2008 - 2011 ~3 yrs

Managing Director, Head Of Institutional Sales, Equity Linked Securities

Piper Jaffray

San Francisco

Managed U.S. Institutional Equity-linked distribution and implemented all aspects of national sales strategy including regionalization, account allocation and resource distribution, achieving deeper investor.
Oversaw marketing, placement and capital markets function including interaction with corporate clients for new issue transactions including: 144A issues, public and private exchanges and new money raises including but.

2004 - 2007 ~3 yrs

Institutional Equity Sales

Bank Of America

(Formerly Montgomery Securities)

Covered West Coast & Boston equity accounts and generated total revenue increases of 40% on primary accounts. Marketed IPO’s and secondary offerings: worked closely with capital markets on major accounts, interacted directly with trading, sales-trading and capital markets to ensure complete and thorough delivery of research and new issues.

1999 - 2004 ~5 yrs

Team & coworkers

Colleagues at Citizens Capital Markets and Advisory

Other employees you can reach at citizenscommercialbanking.com. View company contacts for 530 employees →

TH

Trish Hazlehurst Colleague at Citizens Capital Markets And Advisory Atlanta, Georgia, United States, United States View → JS

Joseph Shapiro Colleague at Citizens Capital Markets And Advisory Aston, Pennsylvania, United States, United States View → SA

Sean Allen Colleague at Citizens Capital Markets And Advisory Charlotte, North Carolina, United States, United States View → LC

Lindsey Cusack Colleague at Citizens Capital Markets And Advisory Atlanta, Georgia, United States, United States View → GK

Garret Keough Colleague at Citizens Capital Markets And Advisory New York, New York, United States, United States View → AT

Andy Ton Colleague at Citizens Capital Markets And Advisory Los Angeles, California, United States, United States View → MT

Mark Thorsheim Colleague at Citizens Capital Markets And Advisory New York, New York, United States, United States View → AK

Andrew Kaskel Colleague at Citizens Capital Markets And Advisory New York City Metropolitan Area, United States View → LD

Logan D'Amore Colleague at Citizens Capital Markets And Advisory Atlanta, Georgia, United States, United States View → WW

William Wallace Colleague at Citizens Capital Markets And Advisory Greater Cleveland, United States View →

1 education record

Simon Manning education

Gonzaga University

Economics

FAQ

Frequently asked questions about Simon Manning

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

What company does Simon Manning work for?

Simon Manning works for Citizens Capital Markets and Advisory.

What is Simon Manning's role at Citizens Capital Markets and Advisory?

Simon Manning is listed as Managing Director, Head of Equity Linked Sales and Trading at Citizens Capital Markets and Advisory.

Where is Simon Manning based?

Simon Manning is based in San Francisco, California, United States while working with Citizens Capital Markets and Advisory.

What companies has Simon Manning worked for?

Simon Manning has worked for Citizens Capital Markets And Advisory, Citizens Jmp Group, Llc, Cromwell Point Advisors, Wells Fargo Securities, and Lazard Capital Markets.

Who are Simon Manning's colleagues at Citizens Capital Markets and Advisory?

Simon Manning's colleagues at Citizens Capital Markets and Advisory include Trish Hazlehurst, Joseph Shapiro, Sean Allen, Lindsey Cusack, and Garret Keough.

How can I contact Simon Manning?

You can use AeroLeads to view verified contact signals for Simon Manning at Citizens Capital Markets and Advisory, including work email, phone, and LinkedIn data when available.

What schools did Simon Manning attend?

Simon Manning holds Ba - Economics, Economics from Gonzaga University.

What skills is Simon Manning known for?

Simon Manning is listed with skills including Fixed Income, Sales, Structured Finance, Capital Markets, Investments, Solutions, Structured Notes, and Fixed Income Asset Management.

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