Cory Sims
Managing Member, Investment Advisor Representative at Sims Investment Management, LLC
- Role
- Family Office Senior Advisor at Winnie Capital
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Cory Sims
Cory Sims, AWMA®, CRPC®, CES is the Managing Member and Investment Advisory…
Experience
Family Office Senior Advisor
Jan 2023 — Present · Philadelphia, PA, US
Education
University of Cincinnati
Bachelor’s Degree
2006 — 2011
University of Cincinnati College of Business
Bachelor of Business Administation
2006 — 2011
Skills
- Microsoft Excel
- Powerpoint
- Valuation
- Equities
- Portfolio Management
- Fixed Income
- Financial Modeling
- Financial Analysis
- Asset Managment
- Bloomberg
- Investments
- Microsoft Office
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.