Brian Simone, Cfa
About Brian Simone, Cfa
Brian Simone is an Investment Banking Analyst at Jefferies in New York, New York. He has previously worked in various financial roles at Jefferies, Merrill Edge, and the State of Rhode Island.
Title
Brian Simone, CFA, serves as an Investment Banking Analyst. He currently holds this position at Jefferies.
Company
Brian Simone works at Jefferies, where he has served as an Investment Banking Analyst since 2022.
Previous Roles at Jefferies
Prior to his current role, Brian Simone was an FP&A Associate at Jefferies from 2019 to 2022. During his three-year tenure, he contributed to financial planning and analysis in New York, New York.
Experience at Merrill Edge
Brian Simone worked at Merrill Edge as an Investment Specialist and Trader from 2016 to 2017. In this role, he was responsible for investment trading in Lincoln, Rhode Island.
Early Professional Experience
Brian Simone began his career with an internship as a Financial Analyst at the State of Rhode Island in 2014. This position, located in Providence, Rhode Island, lasted for four months.
Education and Expertise
Brian Simone earned a BA in Business Economics with a Finance Minor from Providence College. His academic background complements his professional expertise in investment banking and financial analysis.