Brian Simon
Financial Advisor at Prudential
- Role
- Financial Advisor at Prudential Financial
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian Simon
As a Financial Advisor at Prudential, I help individuals, families, small businesses grow…
Experience
Financial Advisor
Mar 2003 — Present
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Skills
- Social Media
- Public Speaking
- Management
- Research
- Finance
- Sales Process
- Microsoft Excel
- Financial Services
- Customer Service
- Banking
- Strategy
- Risk Management
- Sales
- Leadership
- Financial Planning
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