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Simon Kong Email & Phone Number

FSA - Merrill at Merrill Lynch Wealth Management
Location: New York City Metropolitan Area, United States, United States 4 work roles 1 school
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Current company
Merrill Lynch Wealth Management
Role
FSA - Merrill
Location
New York City Metropolitan Area, United States, United States
Company size
34842 employees

Who is Simon Kong? Overview

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Quick answer

Simon Kong is listed as FSA - Merrill at Merrill Lynch Wealth Management, a company with 34842 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Simon Kong.

Simon Kong previously worked as Vice President - Capital Markets Equity Products & Sales at Morgan Stanley Wealth Management and Vice President/Equity Strategist at Citigroup. Simon Kong holds Ba, Mathematics from Rutgers University.

Company email context

Email format at Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

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Profile bio

About Simon Kong

Specialties: Proficient in Excel, Factset & BloombergSeries 7; 63; 86; 87

Current workplace

Simon Kong's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
FSA - Merrill
Paramus, NJ, US
Website
ml.com
Employees
34842
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4 roles

Simon Kong work experience

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

Vice President - Capital Markets Equity Products & Sales

Morgan Stanley Wealth Management

New York, NY, US

  • Delivered equity solutions, market insights, and actionable ideas to financial advisors on the Morgan Stanley Wealth Management platform, focusing on single stocks, ETFs, and closed-end funds.
  • Published client-facing quantitative equity strategy and monthly index performance reports, equipping advisors with key insights & ideas for client meetings and portfolio reviews.
  • Analyzed and reported on managed and transactional equity business performance to senior management, driving team sales strategies.
  • Partnered with the Technology team to enhance equity trading systems, optimizing service delivery for clients and advisors.
  • Led sales efforts for the Fully Paid Lending program, uncovering new income opportunities for clients and driving substantial revenue growth.
  • Oversaw content creation and distribution of Morgan Stanley Institutional Research, reaching over 17,000 financial professionals through daily communications.
Jun 2009 - Feb 2024

Vice President/Equity Strategist

Citigroup

New York, New York, US

  • Developed & published various equity strategy reports highlighting attractive investment opportunities. Most of my work consisted of doing fundamental research on Factset and Bloomberg. I also collaborated regularly.
  • I spent a couple of years working as the Consumer Discretionary /Telecommunications Sector Specialist. I wrote daily email commentaries highlighting tactical investment opportunities as well as industry/company news in.
Jun 2002 - Jun 2009

Sales Liaison - Portfolio Management Group

Salomon Smith Barney

New York, NY, US

- Worked with Portfolio Managers to implement portfolio strategies for clients interested in equity investing.- Performed portfolio reviews to ensure that portfolio managers were well diversified and adhered to client investment profiles.

Jan 2000 - Jun 2002
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 34842 employees →

LG Laura G. Montealegre Laura G. Montealegre Colleague at Merrill Lynch Wealth ManagementKaty, Texas, United States, United States View → AC Adam Cohen Crpc Adam Cohen Crpc Colleague at Merrill Lynch Wealth ManagementMarietta, Georgia, United States, United States View → RB Ryan Bertenshaw, Awma™ Ryan Bertenshaw, Awma™ Colleague at Merrill Lynch Wealth ManagementPhoenix, Arizona, United States, United States View → SS Sara Southards Sara Southards Colleague at Merrill Lynch Wealth ManagementUnited States, United States View → TE Trevor Elza Trevor Elza Colleague at Merrill Lynch Wealth ManagementMidland, Texas, United States, United States View → BG Beau Glover, Cfp® Beau Glover, Cfp® Colleague at Merrill Lynch Wealth ManagementSeattle, Washington, United States, United States View → KE Kenneth Escoto Kenneth Escoto Colleague at Merrill Lynch Wealth ManagementPhoenix, Arizona, United States, United States View → PL Paul Low Paul Low Colleague at Merrill Lynch Wealth ManagementOakland, California, United States, United States View → CM Courtney Meaney Courtney Meaney Colleague at Merrill Lynch Wealth ManagementNaples, Florida, United States, United States View → JB Jessica Barger Jessica Barger Colleague at Merrill Lynch Wealth ManagementKernersville, North Carolina, United States, United States View →
1 education record

Simon Kong education

  • Rutgers University
    Rutgers University
    Mathematics
FAQ

Frequently asked questions about Simon Kong

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

What company does Simon Kong work for?

Simon Kong works for Merrill Lynch Wealth Management.

What is Simon Kong's role at Merrill Lynch Wealth Management?

Simon Kong is listed as FSA - Merrill at Merrill Lynch Wealth Management.

Where is Simon Kong based?

Simon Kong is based in New York City Metropolitan Area, United States, United States while working with Merrill Lynch Wealth Management.

What companies has Simon Kong worked for?

Simon Kong has worked for Merrill Lynch Wealth Management, Morgan Stanley Wealth Management, Citigroup, and Salomon Smith Barney.

Who are Simon Kong's colleagues at Merrill Lynch Wealth Management?

Simon Kong's colleagues at Merrill Lynch Wealth Management include Laura G. Montealegre, Adam Cohen Crpc, Ryan Bertenshaw, Awma™, Sara Southards, and Trevor Elza.

How can I contact Simon Kong?

You can use AeroLeads to view verified contact signals for Simon Kong at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Simon Kong attend?

Simon Kong holds Ba, Mathematics from Rutgers University.

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