Years of experience: 24

United States⚖️ LegalConsultingFinanceLawyerTax Advisor

Trust Score

Highly reliable; strong professional involvement.

75%
Simone's Career Path
Head of Private Wealth StrategiesMar. 2025 -
Present
Allworth FinancialHead of Private Wealth Strategies
Wealth Strategy PartnerNov. 2024 -
Dec. 2024
CacheWealth Strategy Partner
ConsultantOct. 2024 -
Mar. 2025
Allworth FinancialConsultant