Simone joined Vantage Point Advisors as a client service associate in April 2007. She arrived with nearly twenty years of experience in the finance industry and has smoothly transitioned those skills to the financial planning industry. This experience includes work as an internal auditor in the brokerage industry and a trust specialist at a regional bank. She also served as a vice president/operations officer at a registered investment advisor – specializing in high-yield funds that invest in real estate debt. In addition, Simone was the firm’s disaster recovery representative, business analyst for technology projects, funds administrator, and liaison with fund counsel to draft legal documents..

Simone earned her B.A in political science, with a minor in economics, from the University of Pittsburgh and her M.B.A. from LaSalle University.