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Gil Simas

Advisor Experience Escalation Specialist - TOA (Management Level)

Gil Simas has extensive experience in the financial services sector, currently serving as an Advisor Experience Escalation Specialist at Commonwealth Financial Network since August 2018, where responsibilities include managing escalated cases and enhancing operational efficiency. Prior roles include Sr. Team Lead in Transfer of Assets, Team Lead, and various analyst positions where Gil contributed significantly to process improvements, team training, and client communication. Earlier experience includes positions at Demoulas Supermarkets, Empower Retirement, and Primerica, showcasing strong customer service and analytical skills. Gil holds a Bachelor’s degree in Business with a concentration in Finance from the University of Massachusetts Lowell, completed in 2018.

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