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Simon Thomas Email & Phone Number
Client Servicing Development Associate
at
Northern Trust
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Servicing Development Associate
Location
Los Angeles, California, United States
Who is Simon Thomas? Overview
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Quick answer
Simon Thomas is listed as Client Servicing Development Associate at Northern Trust, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Simon Thomas.
Simon Thomas previously worked as Treasurer at Kcylna and Healthcare Sector Analyst at Grand Canyon University Student Investment Fund. Simon Thomas holds Bachelor'S Degree, Finance, General, Senior from Grand Canyon University.
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Email format at Northern Trust
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Northern Trust
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Profile bio
About Simon Thomas
Passionate about finance and dedicated to continuous learning, I am currently thriving in my role at GEX Capital, a distinguished private equity firm where I contribute to strategic investment initiatives. As a dynamic member of the TED team and Investment Portfolio at GCU, I actively engage in shaping innovative solutions and driving impactful decisions. My journey in the finance realm is characterized by a relentless pursuit of knowledge, leveraging every opportunity to deepen my understanding and proficiency in the intricacies of the financial landscape. Excited about the intersection of private equity and education, I am committed to making meaningful contributions that transcend traditional boundaries and foster growth in both industries.
Current workplace
Simon Thomas's current company
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7 roles
Simon Thomas work experience
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Treasurer
Current- Accomplished financial officer with a proven track record in fiscal management, currently serving as Treasurer for KCYLNA.- Expertise in overseeing budgetary processes, financial reporting, and strategic financial planning to ensure organizational fiscal health.- Proficient in implementing sound financial policies and procedures, contributing to the.
Jan 2023 - Present
Healthcare Sector Analyst
-Seasoned Healthcare Sector Analyst with a strong analytical background and deep industry knowledge.Expert in evaluating and interpreting healthcare market trends, financial data, and regulatory changes.-Proven track record of conducting comprehensive research to provide actionable insights for investment decisions.-Proficient in analyzing healthcare.
Sep 2023 - Oct 2024
Instituonal Services Analyst
- Supporting institutional clients in financial planning and investment management strategies.- Collaborating with seasoned professionals to deliver tailored solutions and exceptional client service.- Gaining hands-on experience in portfolio analysis, risk assessment, and market research.- Honing my skills in financial modeling, data analysis, and.
May 2024 - Sep 2024
Budget Analyst
Orchestrated comprehensive budget planning for TEDxGCU events, ensuring cost-effectiveness and resource allocation alignment with organizational goals.Implemented financial controls and streamlined processes, enhancing financial accountability and minimizing financial risks.Fostered effective communication channels with stakeholders, providing financial.
Feb 2023 - May 2024
Private Equity Analyst
identify investment opportunities.Assist in the execution of deal transactions, including preparing investment memoranda, financial models, and presentations.Collaborate with cross-functional teams to evaluate potential acquisitions and assess their strategic fit and financial viability.Monitor and analyze portfolio company performance, identifying key.
Jan 2023 - May 2024
Sales Associate
2 education records
Simon Thomas education
Bachelor'S Degree, Finance, General, Senior
High School Diploma, 3.96 Gpa
FAQ
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What company does Simon Thomas work for?
Simon Thomas works for Northern Trust.
What is Simon Thomas's role at Northern Trust?
Simon Thomas is listed as Client Servicing Development Associate at Northern Trust.
Where is Simon Thomas based?
Simon Thomas is based in Los Angeles, California, United States while working with Northern Trust.
What companies has Simon Thomas worked for?
Simon Thomas has worked for Northern Trust, Kcylna, Grand Canyon University Student Investment Fund, Captrust, and Tedxgrandcanyonuniversity.
How can I contact Simon Thomas?
You can use AeroLeads to view verified contact signals for Simon Thomas at Northern Trust, including work email, phone, and LinkedIn data when available.
What schools did Simon Thomas attend?
Simon Thomas holds Bachelor'S Degree, Finance, General, Senior from Grand Canyon University.
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