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Investment Management industry since 1981. External sales/wholesaler for Federated Securities 1981-1985. External sales/wholesaler for Van Kampen Merritt 1985-1987. External sales/wholesaler for American Funds 1987-2002. Division Manager 2003-2007. National Sales Manager 2007-April 2009.American Funds Board of Directors 2006-April 2009.Specialties: Sales management and development for distribution to financial services industry. Development and design of communication strategies to promote investment products.
Larkspur Partners Llc
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FounderLarkspur Partners Llc May 2017 - PresentConsulting and Business Development
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Executive Vice President-Sales And DistributionBrinker Capital Jul 2011 - Jun 2015Berwyn, PaResponsible for sales and distribution which encompassed oversight of National Accounts, Retirement Plan Services, full service sales and RIA sales.
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PartnerPpb Advisors Llc Sep 2009 - Jul 2011PPB Advisors is a distibutor of alternative investments that provides unique access to institutional quality hedge fund managers offering a high level of independent and integrated transparency with operational simplicity. Our streamlined process brings numerous efficiencies to RIA's and other institutional investors that have often been challenged with participating in this investment class. -
National Sales ManagerCapital Group 2007 - Apr 2009Responsible for managing the eastern sales force and division managers for American Funds Distributors. Strategic planning, national sales meetings, hiring and development and coordination of project and special task forces. -
Division ManagerAmerican Funds Jul 2003 - Aug 2007Responsible for managing the mid-Atlantic region for the American Funds. Managed 11 wholesalers, organized division meetings, developed relationships with key clients and centers of influence. Assisted in the hiring and development of external sales force.
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WholesalerAmerican Funds Jan 1987 - Jun 2003Responsible for wholesaling American Funds products to Financial Advisers in New York,1987-1998 and Eastern PA, 1998-2003
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Senior Vice PresidentAmerican Funds, A Capital Group Company 1987 - 2009National Sales Manager at American Funds Distributors
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Frequently Asked Questions about William Simon
What company does William Simon work for?
William Simon works for Larkspur Partners Llc
What is William Simon's role at the current company?
William Simon's current role is Consulting for Financial Services and Retirement Plan Providers-Non Profit Board Work.
What is William Simon's email address?
William Simon's email address is wp****@****ail.com
What is William Simon's direct phone number?
William Simon's direct phone number is +161040*****
What schools did William Simon attend?
William Simon attended University Of Pittsburgh, The College Of Wooster.
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William Simon has interest in Skiing, Education, Reading, Outdoor Recreation, Biking, Poverty Alleviation, Running, Golf, Health.
What skills is William Simon known for?
William Simon has skills like Portfolio Management, Employee Benefits, Hedge Funds, Investments, Wealth Management, Strategic Planning, Alternative Investments, Mutual Funds, Leadership, Sales, Securities, Series 7.
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William Simon
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