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Cfp Garrett Wells

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Cfp Garrett Wells

Vice President | Simon Quick Advisors, LLC

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Cfp Garrett Wells

Work Experience

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Vice President at

Simon Quick Advisors, LLC

January 2023 - Present

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Associate at

Simon Quick Advisors, LLC

January 2021 - February 2023

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Intern at

Alger

May 2016 - January 2021

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Junior Capital Markets Consultant at

FD Technologies plc

June 2017 - January 2021

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Analyst at

Simon Quick Advisors, LLC

December 2017 - January 2021

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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

mail

******@simonquickadvisors.com

******@firstderivatives.com

Colleagues

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Peter Simon

Managing Partner

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Steve Pisano

Managing Director | Chief Compliance Officer | Principal at Simon Quick Advisors, LLC

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Cfp Daniel Weitz Cfa

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Joe Belfatto

Managing Partner | Wealth Management and Investment Consulting Services

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Cfp Brian Hipwell

Vice President, Client Advisory

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Cfp Jack Mahoney

Managing Director, Client Advisor / Principal

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Joe Jedziniak

Head of Trading, Director of Investments

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