Simon Woo Location
- Los Angeles, CA, US
Simon Woo Work
- 2025 -now Investment Advisor Representative @
- 2022 -now Co-Founder @
- 2023 -2024 Senior Financial Analyst @
- 2021 -2022 Portfolio Management Analyst @
- 2020 -2021 Portfolio Management Analyst @
- 2019 -2020 Risk Assurance Associate @
Simon Woo Education
- Boston College
Bachelor’s Degree (Economics)
2015-2019 - Chaminade College Preparatory
High School
2011-2015
Simon Woo Skills
- Python
- Leadership
- Microsoft Office
- Teamwork
- Microsoft Word
- Microsoft Excel
- Communication
- Marketing
- Public Speaking
- Economics
- Customer Service
- Statistical Data Analysis
- Microsoft PowerPoint
Simon Woo Summary
- Simon Woo, based in Los Angeles, CA, US, is currently a Co-Founder at Worldwide Legacy Builder. Simon Woo brings experience from previous roles at Transamerica Financial Advisors, Inc., DigitalBridge, Cottonwood Group and Dimensional Fund Advisors. Simon Woo holds a 2015 - 2019 Bachelor’s Degree in Economics @ Boston College. With a robust skill set that includes Python, Leadership, Microsoft Office, Teamwork, Microsoft Word and more. Simon Woo has 2 emails and 2 mobile phone numbers on RocketReach.
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