If you need more lookups,
subscriptions start at $34 USD/month.
Joseph Simon Location
Chicago, IL, US
Joseph Simon Work
Interim CEO and Board Member @ (October 2024 - Present)
Chief Executive Officer and Chairman of the Board @ (January 2022 - October 2024)
Founder and Managing Principal @ Optio Holdings (July 2020 - Present)
Founding Partner @ Optio Law, an Optio Holdings Company (July 2020 - Present)
Co-Founder and Director @ (January 2015 - July 2022)
Founder and Managing Principal @ Americus Capital LLC (July 2010 - July 2020)
Joseph Simon Education
University of Chicago
N/A (Corporate Finance & Financial Accounting)
2007-2008
University of Illinois Chicago School of Law
JD
2004-2007
University of Wisconsin-Madison
BS (Legal Studies (Concentrations in Economics and Sociology))
2000-2004
Joseph Simon Skills
Asset-Backed Securities (ABS)
Bloomberg Terminal
Business Analysis
Business Development
Business Strategy
Buy-side
Capital Management
Capital Markets
Capital Raising
Commercial Finance
Commercial Real Estate
Corporate Finance
Corporate Law
Credit tenant leasing
Cross-border Transactions
Data Analysis
Distressed Debt
Distressed M&A
Equity Capital Markets
Executive Management
Family Office
Finance
Financial & Operational Modeling
Financial Accounting
Financial Advisory
Financial Analysis
Financial Structuring
Growth Capital
Investments
Lean Startup
Management
Mergers & Acquisitions
Mergers & Acquisitions (M&A)
Mortgage-Backed Securities (MBS)
Negotiation
New Business Development
Private Equity
Project Management
Real Estate
Real Estate Development
Securitization
Software as a Service (SaaS)
Start-up Ventures
Startups
Strategic Planning
Strategy
Structured Finance
Tax-advantaged Investment Strategies
U.K. Financial Services Authority (FSA)
Venture Capital
Start Up Ventures
Sales
Mergers and Acquisitions
Public Speaking
Litigation
u.k. Financial Services Authority
Financial and Operational Modeling
Joseph Simon Summary
Joseph Simon, based in Chicago, IL, US, is currently a Interim CEO and Board Member at BookedOut. Joseph Simon brings experience from previous roles at BookedOut, Optio Holdings, Optio Law, an Optio Holdings Company and Basis Capital Markets UK Ltd. Joseph Simon holds a 2007 - 2008 N/A in Corporate Finance & Financial Accounting @ University of Chicago. With a robust skill set that includes Asset-Backed Securities (ABS), Bloomberg Terminal, Business Analysis, Business Development, Business Strategy and more. Joseph Simon has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Joseph Simon?
Find contact details for 700 million professionals.