Paul M. Simons
Directeur/Membre du Conseil chez Millbrook School
Profil
Paul M.
Simons is currently the Director at Credit Union 1 (Illinois), Music Workshop, and a Trustee at Millbrook School.
Previously, he worked as the Managing Director at Seaport Global Holdings LLC from 2017 to 2018, Chief of Corporate Strategy & Development, EVP at Boston Private Financial Holdings, Inc. from 2018 to 2019, MD & Head-Americas Wealth Management Solutions at Credit Suisse Group AG from 2006 to 2011, Executive Vice President at Boston Private Bank & Trust Co. from 2018 to 2019, and MD-Global Markets & Investment banking at Merrill Lynch & Co., Inc. from 1988 to 2006.
He received his undergraduate degree from Duke University.
Postes actifs de Paul M. Simons
| Sociétés | Poste | Début |
|---|---|---|
| Millbrook School | Directeur/Membre du Conseil | - |
| Music Workshop | Directeur/Membre du Conseil | - |
Credit Union 1 (Illinois)
 Credit Union 1 (Illinois) Savings BanksFinance Credit Union 1 (Illinois) is a member-owned, not-for-profit financial cooperative that was founded in 1958 and is headquartered in Rantoul, IL. Credit Union 1 serves 100,000 members across 17 branches located in Illinois, Indiana, and Nevada. The private company has subsidiaries in the United States. The company also serves members nationwide through a highly rated mobile app, 30,000 surcharge-free ATMs, and 5,000 shared-branch locations. Credit Union 1's mission is to exceed its members' expectations by delivering innovative financial solutions to help achieve their maximum economic potential. In 2021, Credit Union 1 provided $9.90 million in direct financial benefits to members through lower loan rates, high savings rates, and fewer fees than banking institutions. The CEO is Todd Gunderson. | Directeur/Membre du Conseil | - |
Anciens postes connus de Paul M. Simons
| Sociétés | Poste | Fin |
|---|---|---|
Seaport Global Holdings LLC
 Seaport Global Holdings LLC Packaged SoftwareTechnology Services Seaport Global Holdings LLC is a full-service investment bank that offers investment banking, capital markets, financial advisory, sales, trading, and research services. The private company combines its extensive knowledge, solid relationships, and deep distribution platform to serve its clients' most unique business requirements. Seaport Global Holdings is headquartered in New York, NY, with offices across the United States and subsidiaries in the United Arab Emirates, United Kingdom, and Singapore. The company was founded in 2001 by Stephen C. Smith and Michael Meagher, and Michael Meagher has been the CEO since 2001. | Directeur Général | 01/11/2018 |
| CREDIT SUISSE GROUP AG | Corporate Officer/Principal | 01/01/2011 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 01/01/2006 |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | Corporate Officer/Principal | - |
Formation de Paul M. Simons
| Duke University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Boston Private Financial Holdings, Inc.
 Boston Private Financial Holdings, Inc. Regional BanksFinance Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA. | Finance |
| Millbrook School | |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
Seaport Global Holdings LLC
Seaport Global Holdings LLC Packaged SoftwareTechnology Services Seaport Global Holdings LLC is a full-service investment bank that offers investment banking, capital markets, financial advisory, sales, trading, and research services. The private company combines its extensive knowledge, solid relationships, and deep distribution platform to serve its clients' most unique business requirements. Seaport Global Holdings is headquartered in New York, NY, with offices across the United States and subsidiaries in the United Arab Emirates, United Kingdom, and Singapore. The company was founded in 2001 by Stephen C. Smith and Michael Meagher, and Michael Meagher has been the CEO since 2001. | Technology Services |
Credit Suisse Group AG
 Credit Suisse Group AG Investment Banks/BrokersFinance Credit Suisse Group AG is a holding company, which engages in the provision of financial services. It operates through the following four divisions: Wealth Management, Investment Bank, Swiss Bank and Asset Management and four geographic regions: Switzerland, Europe, the Middle East and Africa (EMEA), Asia Pacific, and Americas. The Wealth Management division offers comprehensive wealth management and investment solutions, tailored financing, and advisory services to ultra-high-net-worth (UHNW) and high net-worth (HNW) individuals and external asset managers. The Investment Bank division offers a broad range of financial products and services focused on client-driven businesses and also supports Credit Suisse’s Wealth Management division and its clients. The Swiss Bank division offers comprehensive advice and a wide range of financial solutions to private, corporate, and institutional clients in Switzerland. The Asset Management division offers investment solutions and services globally to a broad range of clients, including pension funds, governments, foundations and endowments, corporations, and individuals. The company was founded by Alfred Escher on July 5, 1856 and is headquartered in Zurich, Switzerland. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
| Music Workshop | |
Credit Union 1 (Illinois)
Credit Union 1 (Illinois) Savings BanksFinance Credit Union 1 (Illinois) is a member-owned, not-for-profit financial cooperative that was founded in 1958 and is headquartered in Rantoul, IL. Credit Union 1 serves 100,000 members across 17 branches located in Illinois, Indiana, and Nevada. The private company has subsidiaries in the United States. The company also serves members nationwide through a highly rated mobile app, 30,000 surcharge-free ATMs, and 5,000 shared-branch locations. Credit Union 1's mission is to exceed its members' expectations by delivering innovative financial solutions to help achieve their maximum economic potential. In 2021, Credit Union 1 provided $9.90 million in direct financial benefits to members through lower loan rates, high savings rates, and fewer fees than banking institutions. The CEO is Todd Gunderson. | Finance |
