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Cfp Garrett Wells
Cfp Garrett Wells
Vice President | Simon Quick Advisors, LLC
United States
Cfp Garrett Wells
Summary
Garrett Wells is a seasoned finance professional currently serving as the Vice President and Principal at Simon Quick Advisors, LLC. With a strong background in financial analysis and client advisory, he has honed his skills in effective communication, team leadership, and business process improvement. Garrett's career began with an internship at Fred Alger Management, and he has progressively advanced through various roles at Simon Quick Advisors, showcasing his commitment and expertise in the security brokers and dealers industry. He holds a Bachelor of Science degree in Business and Technology from Stevens Institute of Technology, which has equipped him with a solid foundation for his career. Known for his organizational skills and proficiency in tools like Microsoft Excel and Salesforce, Garrett is passionate about leveraging technology to enhance financial services. His leadership capabilities and extensive experience make him a valuable asset in any financial advisory setting.
Cfp Garrett Wells
Work Experience
Vice President at
Simon Quick Advisors, LLC
January 2023 - Present
Associate at
Simon Quick Advisors, LLC
January 2021 - February 2023
Intern at
Alger
May 2016 - January 2021
Junior Capital Markets Consultant at
FD Technologies plc
June 2017 - January 2021
Analyst at
Simon Quick Advisors, LLC
December 2017 - January 2021
Cfp Garrett Wells
Education
Stevens Institute of Technology, Bachelor Of Science (Bs)
January 2013 - January 2017
Frequently Asked Questions about Cfp Garrett Wells
What is Cfp Garrett Wells email address?
Cfp Garrett Wells's primary email address is ******@simonquickadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Garrett Wells work for?
Cfp Garrett Wells is a Vice President at Simon Quick Advisors, LLC, a company specializing in Security brokers & dealers.
Where Cfp Garrett Wells graduated from?
Cfp Garrett Wells holds a degree in Business And Technology from Stevens Institute of Technology.
How can I directly contact Cfp Garrett Wells?
To contact Cfp Garrett Wells directly, you can use the email address ******@simonquickadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Garrett Wells?
Garrett Wells is a seasoned finance professional currently serving as the Vice President and Principal at Simon Quick Advisors, LLC. With a strong background in financial analysis and client advisory, he has honed his skills in effective communication, team leadership, and business process improvement. Garrett's career began with an internship at Fred Alger Management, and he has progressively advanced through various roles at Simon Quick Advisors, showcasing his commitment and expertise in the security brokers and dealers industry. He holds a Bachelor of Science degree in Business and Technology from Stevens Institute of Technology, which has equipped him with a solid foundation for his career. Known for his organizational skills and proficiency in tools like Microsoft Excel and Salesforce, Garrett is passionate about leveraging technology to enhance financial services. His leadership capabilities and extensive experience make him a valuable asset in any financial advisory setting.
Cfp`s contact details
******@simonquickadvisors.com
******@firstderivatives.com
Colleagues
Managing Partner
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