Simon Bahena

Senior Internal Wholesaler

Simon Bahena has extensive experience in sales and business development within the financial and tech sectors. Currently serving as a Senior Internal Wholesaler at Equitable since February 2023, Simon has previously held roles as an Internal Wholesaler and Product Sales Associate. Prior to Equitable, Simon worked at DocuSign from June 2022 to February 2023 as a Market Development Representative, where responsibilities included generating a prospecting pipeline and collaborating with Account Executives to develop targeted solutions. Earlier experience includes a role as a Physician Consultant at Hayes Locums from May 2021 to June 2022, where Simon successfully built a book of business exceeding $300,000 within the first year while utilizing Salesforce for sales lifecycle management. Simon holds a Bachelor of Business Administration degree from the State University of New York at Oswego, earned in 2020.

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