Todd Simones
Senior Manager Research Analyst - Private Credit at RVK, Inc. | Portland, Oregon Metropolitan Area
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Senior Manager Research Analyst - Private Credit at RVK, Inc. in May 2023 to Present
Chief Investment Officer at STRATEGIC RESEARCH & MANAGEMENT DBA SRM ADVISORS in September 2018 to March 2021
Portfolio Management at Key Private Bank in September 2016 to September 2018
Vice President at Leader Capital Corp in October 2013 to September 2016
Advisor Consultant at Franklin Templeton in May 2010 to September 2013
Enviromental Consultant at Enviromental Firms in February 2004 to January 2009
Internship at Greater Yellowstone Coalition in April 2002 to December 2003
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Montana State University-Bozeman, Montana, Bachelor of Arts (B.A.), October 1999 to October 2026
Carrabassett Valley Academy - Carrabassett Valley, Maine, October 1994 to October 1996
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Trading
Portfolio Management
Investments
Wealth Management Services
Business Development
Capital Raising
Institutional Investments
High Net Worth Individuals
Mutual Funds
Treasury Management
Investment Strategies
Private Credit
Private Equity
Bonds
Capital Markets
Series 7
Hedging
Structured Notes
ETFs
Sales Management
Relationship Management
Customer Relationship Management (CRM)
Fixed-Income Investing
Hedge Funds
Equity Research
Credit Analysis
FactSet
Thomson Reuters Eikon
Microsoft Excel
Asset Allocation
Financial Analysis
Public Speaking
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Discover more about RVK, Inc.What is Todd Simones email address?
Email Todd Simones at [email protected], [email protected] and [email protected]. This email is the most updated Todd Simones's email found in 2026.
What is Todd Simones phone number?
Todd Simones phone number is 5416782692.
How to contact Todd Simones?
To contact Todd Simones send an email to [email protected], [email protected] or [email protected]. If you want to call Todd Simones try calling on 5416782692. (updated on January 04, 2025)
What company does Todd Simones work for?
Todd Simones works for RVK, Inc.
What is Todd Simones's role at RVK, Inc.?
Todd Simones is Senior Manager Research Analyst - Private Credit
What industry does Todd Simones work in?
Todd Simones works in the Financial Services industry.
Todd Simones Email Addresses
Todd Simones Phone Numbers
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