Simon Schriever

Simon Schriever: Email & Phone Number

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Client Concierge at Covenant Wealth Strategies|Wilmington, Delaware, United States

Position:

Client Concierge at Covenant Wealth Strategies

Location:

Wilmington, Delaware, United States

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Last updated: 2026-07-06
Updated: 2026-07-06

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Work Experience 5 years

Client Concierge at Covenant Wealth Strategies

Aug 2025 - Current

Peer Coach at Center for Financial Literacy - Liberty University

Apr 2024 - Aug 2025

T3 at Liberty University

Jan 2023 - Aug 2025

Amplified Planning: 2024 Financial Planner Externship at Amplified Planning

Jul 2024 - Aug 2024

Summer Camp Counselor at Brant Beach Yacht Club

Jul 2021 - Aug 2023

Sales Associate at The TJX Companies, Inc.

May 2022 - Aug 2022

Simon Schriever started working in 2021, then the employee has changed 5 companies and 5 jobs. On average, Simon Schriever works for one company for 1 year 3 months.

Their professional focus is Adaptability, Attention to Detail, and Collaborative Problem Solving across 3 core areas.

Simon holds Series 7, Bloomberg Market Concepts, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Business Administration - BBA - Financial Planning at Liberty University

Liberty University

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