Sheila Simmons
Katy,TX
Summary
With over 20 years of experience in various roles within the financial industry, I bring a unique wealth of expertise and knowledge. As a people leader, my focus has always been to develop and coach talented individuals to reach their full potential. I've got a proven track record of executing in a leadership capacity against key performance metrics and strategic planning. Throughout my career, these contributions have played a pivotal role in driving the success of the organizations I have been a part of.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Vice President Regional Planning Consultant-CEPA®
Fidelity Investments
11.2023 - Current
- Curating relevant coaching content to upskill the teams I support in order to deliver a world class client experience.
- Public speaking events related to the financial markets, economic cycle, and other relevant topics for clients/prospects/others.
- Cultivated strong relationships with firm leaders to enhance collaboration across the regional coaching platform.
Vice President Private Wealth Advisor CEPA®
UBS Financial
05.2021 - 11.2023
- Company Overview: Global Wealth Management Firm serving the needs of the world's most affluent individuals
- Published content for Black Enterprise, MBE Magazine, The Exit Planning Institute, etc
- Created a robust pipeline north of $2B representing Minority Owned Businesses nearing the exit planning stage of their business lifecycle
- Created an exit planning deck for external distribution for WBE and MBE owned private entities
- Participated in a recent Harvard Business School Case study pertaining to Minority Business Owners and their viable exit strategies
Vice President Wealth Management Advisor CEPA®
Fifth Third Private Bank
05.2019 - 05.2021
- Company Overview: Regional banking serving the banking and wealth management needs for high net worth individuals
- I led the execution of one of the city's two most notable minority liquidity events during the covid year of 2020 in spite of lots of major obstacles.
- We acquired the relationships of both partners of the transacting entity and engaged both internal and external resources to retain the full relationship
Vice President Private Banker
JP Morgan Chase & JP Morgan Private Bank
09.2005 - 05.2019
- I lead the Private Bank team in net new asset production for three recurring years
- I became a trusted partner and resource both regionally and nationally across multiple lines of business, creating a partnership that was mutually beneficial for the employees, the firm, and of course the clients.
- I developed many of the incoming branch leaders for a period of over 5+ years (both internally promoted and externally hired) as they learned the various elements of becoming a well rounded leader.
- I managed a team of branch managers (21) , bankers, and compliance officers to rank in the top10% of our peer group which gained us national recognition for multiple years
Education
Bachelor of Science - Business Management/Finance
University of Cincinnati
Cincinnati, OhioMBA - Finance
Xavier University
11-2025
Certification
Certified Exit Planning Advisor CEPA®
Series 7 License
Series 66 License
Life Insurance, Health Insurance, Annuity, Long Term Care Insurance Licenses
Timeline
Vice President Regional Planning Consultant-CEPA®
Fidelity Investments
11.2023 - Current
Vice President Private Wealth Advisor CEPA®
UBS Financial
05.2021 - 11.2023
Vice President Wealth Management Advisor CEPA®
Fifth Third Private Bank
05.2019 - 05.2021
Vice President Private Banker
JP Morgan Chase & JP Morgan Private Bank
09.2005 - 05.2019
MBA - Finance
Xavier University
Bachelor of Science - Business Management/Finance
University of Cincinnati
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