Sim Bajaj is a high-skilled expert, that works in Myicon on the position of Director of Client Operations since 2016. Sim Bajaj has earned professional experience in more than four positions at various companies. Sim Bajaj went to the University of California, Los Angeles and was studying there from 2009 to 2011. Seattle, Washington is the area, where this expert was lastly known to be settled. The professional's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Simeon Bajaj,
Simon Bajaj
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 11, 2022
Email
si**@privateocean.com, si**@sbcglobal.net
Location
Seattle, WA
Company
Myicon
Workplace
Director of Client Operations
Work History
Director of Client Operations
MyICON is a RIA providing fee only consulting and financial planning services to individuals, families and businesses. Services include advice regarding wealth, tax, investment, retirement, ...
May 2016 — Oct 2018
Senior Client Service Specialist
100 Smith Ranch Rd SUITE 300, San Rafael, CA 94903
from Oct 2018
Financial Operations Manager
21700 Oxnard St SUITE 800, Woodland Hills, CA 91367
Accounts receivable lead and business system analyst.
Analyzed terms and pricing of contracts and prepared new account documentation resulting in a client retention rate of 80%; 10% increa...
Apr 2011 — Nov 2014
Financial Consultant
New York, NY
Responsible for new business development and sales of financial products.
Generated $10 million in sales of mutual funds, annuities, life insurance and health plans.
Developed financial p...
Mar 2007 — Mar 2011
Education
2009 — 2011
from 2000
Occupations
Executive
Director
Operations Manager
Director of Operations
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Analysis
Business Development
Investments
Start Ups
Insurance
Salesforce.com
Budgets
Consulting
Social Media
Strategic Planning
New Business Development
Marketing
Portfolio Management
Business Planning
Crm
Sales
Leadership
Operations Management
Customer Service
Strategy
FAQs about Sim Bajaj
What's the profession of Sim Bajaj?
This professional's job is Senior Client Service Specialist
What jobs is Sim proficient at at?
The expert is a professional such jobs as Executive and Director.
Where does Sim Bajaj currently live?
Seattle, Washington is the place where Sim Bajaj lives
What is the professional's email?
The professional's email is si**@privateocean.com and si**@sbcglobal.net.
How many companies did Sim Bajaj work at?
Sim Bajaj worked at four jobs.
What education does Sim Bajaj have?
Sim studied at the University of California, Los Angeles from 2009 to 2011.
Are there any industries Sim Bajaj is connected to?
Sim works in Financial Services industry.
What are the skills of Sim Bajaj?
This person has the following skills: Financial Analysis, Business Development, Investments, Start Ups, Insurance, Salesforce.com, Budgets, Consulting, Social Media, and Strategic Planning.