As part of Business Solutions, Simeon supports the Shoreline Wealth Management team by providing actionable insights based on financial analysis and business planning to drive more efficiency for the practice and higher quality outcomes for clients.
Simeon's financial services career spans over 19 years. He has had roles assisting clients in achieving financial goals, developing and managing platforms advisors use to scale their practice, and coaching advisors in practice management, which is how he became connected with Shoreline Wealth Management .
Simeon received a bachelor's degree in Business Management and Finance, focusing on economics from the City University of New York. He holds FINRA Series 7, 63 &65 registered through LPL and maintains Life & Health designations.
He enjoys reading and keeping up with the latest advancements in technology, finance, and economics. Simeon also enjoys coaching softball and biking.