Master of Business Administration (M.B.A.), Management and Finance @
Rutgers, The State University of New Jersey - Rutgers Business School
Vice President @ My commercial real estate career started at what is now CBRE. During my 14 year tenure at CB, I was promoted five times and was ultimately made a vice president. I am now with the commercial division of Keller Williams, America's largest real estate brokerage firm. My team has over 150 years of CRE
Vice President @ My commercial real estate career started at what is now CBRE. During my 14 year tenure at CB, I was promoted five times and was ultimately made a vice president. I am now with the commercial division of Keller Williams, America's largest real estate brokerage firm. My team has over 150 years of CRE experience in the Washington, DC market. Our KW office in Reston, is the largest real estate office in the Commonwealth of Virginia. All told, my career has included over $200,000,000 of transactions, representing over 5,000,000 square feet of office, industrial and retail space and over 2,000 acres of land. During my career, I have had the opportunity and the pleasure to serve both tenants and landlords in lease transactions and buyers and sellers in sales transactions. I look forward to serving you. From March 2013 to Present (2 years 10 months) Adjunct Professor, Certified Financial Planning Program @ I originally passed the CFP Board Exam on my first attempt in July, 1998. I have also been a part of the University of Virginia's Certified Financial Program since its inception in January, 2010. Our first class had only six students, However, today, less than five years later, our program has had over 150 students begin their studies, including 17 who have completed their coursework and have also sat for the CFP Board Exam.
Everyone of our 17 former students has passed on the CFP Board Exam on his or her first attempt.
Given that the pass rate for first-time takers of the Board Exam is about 63%. The chances of this all 17 passing are 63% raised to the 17th power or about one in 2,600. Our program is that good and I feel that Mr. Jefferson would be very proud of it. Overall, we have had over 150 students start our program. The vast majority are still enrolled and working toward certification.
My involvement in the program includes not only classroom teaching but also assisting with marketing, student recruitment, alumni relations and, in the very near future, placement.
I strongly suggest than anyone who is interested in becoming a Certified Financial Planner consider UVa. We are one of only two "live" programs in the Baltimore-Washington area. Georgetown is the other and its tuition and fees are nearly twice what ours are and its pass rate isn't any higher. From January 2010 to Present (6 years) Adjunct Professor @ Adjunct Professor teaching courses in both Commercial Real Estate (CRE) and Special Enrollment Exam (SEE) preparation. The SEE is the 9 hour exam administered by the Internal Revenue Service which all Enrolled Agent candidates must pass. From August 2014 to Present (1 year 5 months)
Graduate Certificate, Center for International Business, Executive International Business @ Georgetown University - The McDonough School of BusinessMaster of Business Administration (M.B.A.), Management and Finance @ Rutgers, The State University of New Jersey - Rutgers Business SchoolBachelor of Arts (B.A.), Economics & Business @ Lafayette CollegeGraduate Certificate, School of Business, Asian-Pacific Management Institute, Transnational Business @ University of Hawaii at ManoaCFP Certification Professional Education Program, (Classes taught at George Washington University) @ College for Financial PlanningCCIM 101, CCIM 102, CCIM 103, CCIM 104, CCIM 105 @ Certified Commercial Investment Management InstituteGraduate-level coursework toward M.S. in Applied Economics (Degree Incomplete) @ The Johns Hopkins University James P. Simos is skilled in: Investments, Asset Managment, Strategic Financial Planning, Estate Planning, Portfolio Management, Financial Modeling, Asset Management, Leadership, Personal Tax Planning, Valuation, Investment Advisory, Finance, Wealth Management, Asset Allocation, Real Estate
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