Charles Simon

Charles Simon

Healthcare Technology & Services Investment Banking | Former Naval Aviator
New York, New York, United States

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Work Experience

Stifel Financial Corp.

Investment Banking Director

2022-02-01 - Present

Macquarie Group

Investment Banking Vice President

2019-04-01 - 2020-10-01

Cantor Fitzgerald

Investment Banking Vice President

2017-04-01 - 2019-03-01

Evercore

Investment Banking Associate

2013-08-01 - 2017-03-01

Boeing

Program Manager, Company Site Lead for Major National Intelligence Agency

2011-03-01 - 2013-07-01

US Navy, Joint Chiefs of Staff

Knowledge Management Tech Director, Special Briefing Officer

2006-09-01 - 2009-08-01

Skills

wealth management equity & debt offerings investment banking strategic advisory services equity & fixed income sales trading & research private placements public finance

Languages

English