Simone Lee Balch
Regional Director, West Coast, Private Client Business Development
Simone Lee Balch is a high-level professional, who works in Cambridge Associates main office of which is in 499. as a Regional Director, West Coast, Private Client Business Development since 2020. Simone gained professional experience in more than seven positions at various companies. Simone Lee Balch went to the University of Pennsylvania and was studying there to 2005. San Rafael, California is the area, where this person was known to be situated. This person's phone number and email can be accessed through this website by request.
Name variants:
Simone Balch
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 14, 2022
Email
si**@wharton.upenn.edu
Location
San Rafael, CA
Company
Workplace
Regional Director, West Coast, Private Client Business Development
Boston, MA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Regional Director, West Coast, Private Client Business Development
125 High St, Boston, MA 02129
from Feb 2020
Vice President, Business Development
San Francisco, CA
Matthews Asia is a specialist manager focused on Asian Equities and Fixed Income based in San Francisco. As an independent, privately owned firm, Matthews is the largest dedicated Asia-only ...
from Jun 2015
Director
Diamond Dragon Advisors is an independent general partner advisory and fund placement firm headquartered in Asia servicing the alternative assets space. DDA represents top-tier alternative a...
Sep 2013 — May 2015
Director, Head of Investor Development and Investor Relations
750 Washington Blvd, Stamford, CT 06901
DWM is a leading manager of impact investments in emerging and frontier markets and aims to achieve sustainable development through market-level financial returns for our investors and socia...
Aug 2005 — Aug 2013
Investment Committee Member
224 Nantmeal Rd, Glenmoore, PA 19343
Camphill Soltane is a vibrant community made up of young adults with developmental disabilities, adults with developmental disabilities, and full-time, residential volunteers and families wh...
from Sep 2011
Business Unit Manager, Investment Management Division
200 West St, New York, NY 10006
Promoted twice from Financial Analyst to Associate to Business Unit Manager, Simone:
Co-led cross-divisional team in opening Geneva office: conducted feasibility studies and analyses of pr...
1999 — 2003
Financial Analyst, Equities Sales and Trading
200 West St, New York, NY 10006
Provided investment advice and services for institutional investors, including generating customized marketing documents such as gap analyses, transaction activities, financial valuations a...
1997 — 1999
Education
2003 — 2005
1994 — 1997
1992 — 1994
Occupations
Executive
Region Manager
Accountant
Finance and Accounting Specialist
Vice President
Manager
Area Manager
Managers
Accounting Bookkeeper
Bookkeeper
Chief Executive
Operations Manager
Skills
Emerging Markets
Investments
Private Equity
Financial Analysis
Business Strategy
Investor Relations
Business Development
Marketing
Capital Markets
Equities
Asset Managment
Fundraising
Private Placements
Microfinance
Asia Investments
Impact Investing
FAQs about Simone Lee Balch
What's the main profession of Simone Lee Balch?
This professional's job is Regional Director, West Coast, Private Client Business Development
What are the profession of This professional?
These person's professions are Executive and Region Manager
Where does Simone Lee Balch currently live?
The professional lives in San Rafael, California.
Does the professional have the email address?
si**@wharton.upenn.edu is The expert's email address.
Where did Simone Lee Balch work?
The professional worked at Cambridge Associates, Matthews Asia.
What education does Simone Lee Balch have?
Simone studied at the University of Pennsylvania to 2005.
What languages does Simone Lee Balch speak?
Simone Lee Balch speaks English, Cantonese, and Mandarin.
What is professional industry that Simone Lee Balch worked in?
This person works in Financial Services industry.