From Wall Street to Fintech: A Discussion on Careers and Investing will feature two senior financial experts from SIMON LLC who will share their expertise on investing in addition to advice on developing a career in finance with a focus on their journey from Wall Street to Fintech.
About SIMON:
An award-winning fintech company, SIMON is committed to transforming the digital experience for financial advisors, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools, empowering advisors with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management. SIMON is setting new industry standards, simplifying the complex, and delivering structured investment and annuity solutions to investment professionals, centralized within one unique ecosystem. To learn more, follow SIMON on LinkedIn or visit www.simon.io.
What are Structured Investments?
Structured investments are pre-packaged investment products that provide exposure to an underlying asset class (like bonds, equities, commodities) and normally include some derivatives exposure like features to limit loss or protect the initial investment fully. Here’s a quick intro video with more detail!
Bindiya Jadhwani is the Head of Annuities Strategic Relationships at SIMON. Prior to joining SIMON, Bindiya spent 10 years at Goldman Sachs, and most recently served as a Vice President of the Securities Division. Feel free to connect with Bindiya.
Jillian is the Head of Growth and Business Development at SIMON. She joined Goldman Sachs in 2010 and most recently served as Vice President. She's been with SIMON since its beta launch in 2014 and its subsequent spinoff from Goldman Sachs in 2018. Feel free to connect with Jillian.
Please fill out the form below for a chance to be selected to attend this roundtable.
To provide a high quality and engaged conversation with our speaker, we are capping the event at 15 attendees. Once you sign-up, you will hear from us if we are able to accommodate your seat at the event. If not, we will be in touch about future opportunities!