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RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
Simon graduated from San Jose State University in May 2021 with a BS in Entrepreneurship and a Minor in Economics. Prior to joining the firm, he worked in investment operations at a wealth management firm. Outside of work, Simon is passionate about soccer, music, and traveling.
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