Rodney Allen Simms
Vorstandsvorsitzender bei Gradient Capital Advisors LLC
Profil
Mr. Rodney A.
Simms is a Senior Partner & Managing Principal at Gradient Capital Advisors LLC.
He has 30 years of experience in wealth management.
Prior to joining Gradient Capital Advisors, he served as a private wealth consultant with Ameriprise Financial.
During his tenure with Ameriprise he was recognized consistently with the President’s Advisor Award and as a Private Wealth Group member.
He serves as an Adjunct Professor at Point Loma Nazarene University’s Fermanian School of Business and has been a member of numerous nonprofit and foundation boards.
He graduated from Point Loma Nazarene University with a degree in Business Administration and received a Master of Science in Financial Services through the American College in Bryn Mawr, Pennsylvania.
He holds the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations.
Aktive Positionen von Rodney Allen Simms
Unternehmen | Position | Beginn |
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Gradient Capital Advisors LLC
Gradient Capital Advisors LLC Investment ManagersFinance Gradient Capital Advisors LLC provides investment advice. The private company is based in San Diego, CA. The company was founded in 2014. Rodney Allen Simms has been the CEO of the company since 2014. | Vorstandsvorsitzender | 01.01.2014 |
Ausbildung von Rodney Allen Simms
Point Loma Nazarene University | Undergraduate Degree |
The American College of Financial Services | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
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Private Unternehmen | 1 |
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Gradient Capital Advisors LLC
Gradient Capital Advisors LLC Investment ManagersFinance Gradient Capital Advisors LLC provides investment advice. The private company is based in San Diego, CA. The company was founded in 2014. Rodney Allen Simms has been the CEO of the company since 2014. | Finance |