AeroLeads people directory · profile
Simon Woo Email & Phone Number
Financial Educator (Understand How Money Works; Make Your Money Work For You)
at
Transamerica Financial Advisors, Inc.
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Educator (Understand How Money Works; Make Your Money Work For You)
Location
Los Angeles Metropolitan Area, United States, United States
Who is Simon Woo? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Simon Woo is listed as Financial Educator (Understand How Money Works; Make Your Money Work For You) at Transamerica Financial Advisors, Inc., based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Simon Woo.
Simon Woo previously worked as Co-Founder at Worldwide Legacy Builder and Senior Financial Analyst at Digitalbridge. Simon Woo holds Bachelor’S Degree, Economics from Boston College.
Company email context
Email format at Transamerica Financial Advisors, Inc.
This section adds company-level context without repeating Simon Woo's masked contact details.
Transamerica Financial Advisors, Inc.
Review company-level records connected to Simon Woo before choosing the right outreach path.
Profile bio
About Simon Woo
Hard-working economics major with excellent interpersonal and communication skills and a strong motivation to further my career. Detail-oriented worker with strong technical and analytical skills in the investment field.
Listed skills include Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Python, and 9 others.
Current workplace
Simon Woo's current company
Company context helps verify the profile and gives searchers a useful next step.
Transamerica Financial Advisors, Inc.
AeroLeads page
6 roles
Simon Woo work experience
A career timeline built from the work history available for this profile.
Co-Founder
Current
Jan 2022 - Present
Senior Financial Analyst
Jan 2023 - May 2024
Portfolio Management Analyst
Oct 2021 - Nov 2022
Portfolio Management Analyst
Mar 2020 - Oct 2021
Risk Assurance Associate
Jul 2019 - Apr 2020
2 education records
Simon Woo education
Bachelor’S Degree, Economics
Boston College
High School
Chaminade College Preparatory
FAQ
Frequently asked questions about Simon Woo
Quick answers generated from the profile data available on this page.
What company does Simon Woo work for?
Simon Woo works for Transamerica Financial Advisors, Inc..
What is Simon Woo's role at Transamerica Financial Advisors, Inc.?
Simon Woo is listed as Financial Educator (Understand How Money Works; Make Your Money Work For You) at Transamerica Financial Advisors, Inc..
Where is Simon Woo based?
Simon Woo is based in Los Angeles Metropolitan Area, United States, United States while working with Transamerica Financial Advisors, Inc..
What companies has Simon Woo worked for?
Simon Woo has worked for Transamerica Financial Advisors, Inc., Worldwide Legacy Builder, Digitalbridge, Cottonwood Group, and Dimensional Fund Advisors.
How can I contact Simon Woo?
You can use AeroLeads to view verified contact signals for Simon Woo at Transamerica Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Simon Woo attend?
Simon Woo holds Bachelor’S Degree, Economics from Boston College.
What skills is Simon Woo known for?
Simon Woo is listed with skills including Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Python, Leadership, Teamwork, Communication, and Statistical Data Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial