Simon R.
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Simon R. Email & Phone Number

Location: New York, New York, United States 3 work roles 2 schools
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Location
New York, New York, United States

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Simon R. previously worked as Wealth Management Intern at Rbc Wealth Management and Wealth Management Intern at Rbc Wealth Management. Simon R. holds Finance, General, Upper Freshman from Baruch College.

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About Simon R.

Simon R. is a professional in their field.

3 roles

Simon R. work experience

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Wealth Management Intern

Seattle, Washington, United States

Facilitated bespoke equity derivative transactions, including cash-backed puts and covered-call writing to create passive income for clients; Facilitated Bond purchases of Agency Backed and FDIC Brokered CDs for clients; Created and maintained Excel spreadsheets containing historical market data of which were used in daily trading analysis, as well.

Jul 2023 - Aug 2023

Wealth Management Intern

Seattle, Washington, United States

Helped facilitate derivative transactions, document organization, created and maintained historical market data in Excel, and assisted in market research.

Aug 2022 - Oct 2022

Kitchen Staff

Sugar Grove, Pennsylvania, United States

Prepared and coordinated meals (3 times a day) and other food related events for the entire camp (close to 700 people).

Jul 2021 - Aug 2021
2 education records

Simon R. education

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Where is Simon R. based?

Simon R. is based in New York, New York, United States.

What companies has Simon R. worked for?

Simon R. has worked for Rbc Wealth Management and Camp Stone.

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What schools did Simon R. attend?

Simon R. holds Finance, General, Upper Freshman from Baruch College.

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