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Jerome B Simon, 731115 Farragut St, Pittsburgh, PA 15206

Jerome Simon Phones & Addresses

1115 Farragut St, Pittsburgh, PA 15206    412-3615464    412-3652157   

1137 Woodbine St, Pittsburgh, PA 15201    412-7825646   

Escondido, CA   

Oceanside, CA   

Davison, MI   

Las Vegas, NV   

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Jerome B Simon

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Work

Company: Northern trust 1995 Address: Houston, TX Position: Senior vice president - wealth strategies group

Skills

Investment Management • Trust and Estate Services • Wealth Transfer Planning • Philanthropic Services • Family Education and Governance • Trust • Wealth • Philanthropy • Estate Law • Wealth Management • Wealth Management Services • Estate Planning • High Net Worth Individuals • Asset Allocation • Trust Services • Mutual Funds • Investment Advisory • Investments • Securities • Investment Strategies • Alternative Investments • Portfolio Management • Asset Managment • Series 7 • Financial Services • Options • Banking • Fixed Income • ETFs • Retirement Planning

Awards

2012 five star wealth manager - Five star professional - research organization • Pinnacle award - Northern trust corporation • Summit award - Northern trust corporation • West region chairman's circle - Northern trust corporation • Innovator - American banker and lotus development corporation

Ranks

Certificate: General Securities Registered Representative Number: License Series 7 Organization: FINRA

Interests

Professional development, aviation, sailing, music, art, reading, personal fitness, and water/outdoor sports. Completed the New York & Houston Marathons, several triathlons & biathlons, and the MS150 (Houston to Austin) benefiting the National Multiple Sclerosis Society.

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Industries

Financial Services

Mentions for Jerome B Simon

Career records & work history

Lawyers & Attorneys

Jerome Simon Photo 1

Jerome Simon - Lawyer

Office:
Pitzer Snodgrass, P.C.
Phone:
314-9445150 (Phone), 314-4213144 (Phone), 314-3351356 (Phone), 314-4215545 (Phone)
Specialties:
Civil Litigation, Accountant Liablity, Administrative Law, Appeals, Arson, Accountant Liablity, Arson, General Liability, Toxic Torts, Business Torts, Premises Liability, Construction Liability, Insurance
Memberships:
The Missouri Bar; Illinois State Bar Association; Missouri Organization of Defense Lawyers (Member, Board of Directors, 1995-2000; Chair / Co-Chair, Continuing Legal Education Committee, 1993-1996; Co-Chair, Membership Committee, 1994-1995); The Lawyers Association of St. Louis (Member, Executive Committee, 1995-1998); Defense Research Institute; International Association of Defense Counsel; Association Of Defense Counsel of St. Louis (Secretary, 1987); Insurance Attorney Association (Member, Board of Directors, 1991); Academy of Hospitality Industry Attorneys (Charter Member); Risk and Insurance Management Society, Inc. (Associate Member); Missouri Hotel and Motel Association; The Bar Association of Metropolitan St. Louis; Defense Research Institute.
ISLN:
903701202
Admitted:
1978
University:
St. Louis University, B.A., cum laude, 1974
Law School:
St. Louis University, J.D., cum laude, 1978
Links:
Site

Jerome Simon resumes & CV records

Resumes

Jerome Simon Photo 37

Senior Vice President At Northern Trust

Position:
Senior Vice President - Wealth Strategies Group at Northern Trust
Location:
Houston, Texas
Industry:
Financial Services
Work:
Northern Trust - Houston, TX since 1995
Senior Vice President - Wealth Strategies Group
Northern Trust - Wealth Strategies Group - Texas Jun 1995 - May 2012
Managing Director
Tanglewood Bank - Houston, TX Nov 1982 - Jun 1995
Executive Vice President
First Western Bank - Houston, TX 1981 - 1982
Senior Vice President
Capital National Bank - Houston, Texas Area 1975 - 1981
Vice President
US Army - Fort Bragg, NC 1972 - 1975
Paratrooper 82nd Airborne
Skills:
Investment Management, Trust and Estate Services, Wealth Transfer Planning, Philanthropic Services, Family Education and Governance, Trust, Wealth, Philanthropy, Estate Law, Wealth Management, Wealth Management Services, Estate Planning, High Net Worth Individuals, Asset Allocation, Trust Services, Mutual Funds, Investment Advisory, Investments, Securities, Investment Strategies, Alternative Investments, Portfolio Management, Asset Managment, Series 7, Financial Services, Options, Banking, Fixed Income, ETFs, Retirement Planning
Interests:
Professional development, aviation, sailing, music, art, reading, personal fitness, and water/outdoor sports. Completed the New York & Houston Marathons, several triathlons & biathlons, and the MS150 (Houston to Austin) benefiting the National Multiple Sclerosis Society.
Awards:
2012 Five Star Wealth Manager
Five Star Professional - Research Organization
The Five Star Professional program is the largest and most widely published wealth manager award program in North America. Recipient of the “Five Star Wealth Manager Award” every year since the inception of the program (2009, 2010, 2011 and 2012).
Pinnacle Award
Northern Trust Corporation
The Pinnacle Award is an annual recognition of "exemplary accomplishments" as the Top Producer for The Northern Trust Corporation both in the U.S. and globally. Mr. Simon has earned this distinction for three consecutive years: 2010, 2011 and 2012.
Summit Award
Northern Trust Corporation
The Summit Award recognizes "exemplary accomplishments" as the Top Producer in the U.S. for Northern Trust in 2010.
West Region Chairman's Circle
Northern Trust Corporation
Award recognizing outstanding achievement as Top Producer in the West Region (Arizona, California, Colorado, Nevada, Texas and Washington) for 2009, 2010, 2011 and 2012.
Innovator
American Banker and Lotus Development Corporation
Recognized as "Innovator" in Corporate Wholesale Banking in association with the American Banker and Lotus Development Corporation.
Certifications:
General Securities Registered Representative, FINRA
Uniform Securities Agent State Law, FINRA
Uniform Combined State Law, FINRA

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