Founder
Current
Larkspur Partners Llc
Consulting and Business Development
May 2017 - Present
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William Simon Email & Phone Number
Consulting for Financial Services and Retirement Plan Providers-Non Profit Board Work
at
Larkspur Partners LLC
1 work email found
@brinkercapital.com
3 phones found area 610
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Larkspur Partners LLC
Role
Consulting for Financial Services and Retirement Plan Providers-Non Profit Board Work
Location
Devon, Pennsylvania, United States
Who is William Simon? Overview
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Quick answer
William Simon is listed as Consulting for Financial Services and Retirement Plan Providers-Non Profit Board Work at Larkspur Partners LLC, based in Devon, Pennsylvania, United States. AeroLeads shows a work email signal at brinkercapital.com, phone signal with area code 610, and a matched LinkedIn profile for William Simon.
William Simon previously worked as Founder at Larkspur Partners Llc and Executive Vice President-Sales and Distribution at Brinker Capital. William Simon holds Ba, Economics from University Of Pittsburgh.
Company email context
Email format at Larkspur Partners LLC
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{first_initial}{last}@brinkercapital.com
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AeroLeads found 1 current-domain work email signal for William Simon. Compare company email patterns before reaching out.
Profile bio
About William Simon
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.
Listed skills include Portfolio Management, Employee Benefits, Hedge Funds, Investments, and 46 others.
Current workplace
William Simon's current company
Company context helps verify the profile and gives searchers a useful next step.
Larkspur Partners Llc
7 roles · 39 years
William Simon work experience
A career timeline built from the work history available for this profile.
Executive Vice President-Sales And Distribution
Brinker Capital
Responsible for sales and distribution which encompassed oversight of National Accounts, Retirement Plan Services, full service sales and RIA sales.
Jul 2011 - Jun 2015
Partner
PPB 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.
Sep 2009 - Jul 2011
National Sales Manager
Responsible 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.
2007 - Apr 2009
Division Manager
Responsible 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.
Jul 2003 - Aug 2007
Wholesaler
Responsible for wholesaling American Funds products to Financial Advisers in New York,1987-1998 and Eastern PA, 1998-2003
Jan 1987 - Jun 2003
Senior Vice President
American Funds, A Capital Group Company
National Sales Manager at American Funds Distributors
1987 - 2009
~22 yrs
2 education records
William Simon education
Ba, Economics
Education record
FAQ
Frequently asked questions about William Simon
Quick answers generated from the profile data available on this page.
What company does William Simon work for?
William Simon works for Larkspur Partners LLC.
What is William Simon's role at Larkspur Partners LLC?
William Simon is listed as Consulting for Financial Services and Retirement Plan Providers-Non Profit Board Work at Larkspur Partners LLC.
What is William Simon's email address?
AeroLeads has found 1 work email signal at @brinkercapital.com for William Simon at Larkspur Partners LLC.
What is William Simon's phone number?
AeroLeads has found 3 phone signal(s) with area code 610 for William Simon at Larkspur Partners LLC.
Where is William Simon based?
William Simon is based in Devon, Pennsylvania, United States while working with Larkspur Partners LLC.
What companies has William Simon worked for?
William Simon has worked for Larkspur Partners Llc, Brinker Capital, Ppb Advisors Llc, Capital Group, and American Funds.
How can I contact William Simon?
You can use AeroLeads to view verified contact signals for William Simon at Larkspur Partners LLC, including work email, phone, and LinkedIn data when available.
What schools did William Simon attend?
William Simon holds Ba, Economics from University Of Pittsburgh.
What skills is William Simon known for?
William Simon is listed with skills including Portfolio Management, Employee Benefits, Hedge Funds, Investments, Wealth Management, Strategic Planning, Alternative Investments, and Mutual Funds.
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