Simon Ho

Simon Ho Email and Phone Number

Director, Finance @ Vestwell @ Vestwell
Simon Ho's Location
New York, New York, United States, United States
Simon Ho's Contact Details
About Simon Ho

Simon is a finance leader with over a decade of experience across investment banking, strategic finance, and FP&A. He has a demonstrated history of driving growth and operational efficiency at leading technology companies in the B2B software (SaaS) and B2C marketplace sectors. Skilled in strategic financial planning, M&A, capital raising, pricing strategy, investor relations, and corporate finance.

Simon Ho's Current Company Details
Vestwell

Vestwell

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Director, Finance @ Vestwell
Simon Ho Work Experience Details
  • Vestwell
    Strategic Finance And Fp&A
    Vestwell Sep 2024 - Present
    New York, Ny, Us
    Vestwell is the modern fintech engine powering savings and investment programs. Backed by investors including Lightspeed Venture Partners, Goldman Sachs, and Morgan Stanley.
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  • Sprinklr
    Strategic Finance And Fp&A
    Sprinklr Dec 2023 - Jul 2024
    New York, Ny, Us
    Sprinklr (NYSE: CXM) is a leading enterprise software company for all customer-facing functions. With advanced AI, Sprinklr's unified customer experience management platform helps companies deliver human experiences to every customer, every time, across any modern channel.
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  • Bellhop
    Head Of Finance
    Bellhop Mar 2023 - Nov 2023
    Chattanooga, Tennessee, Us
    View
  • Bellhop
    Director, Strategic Finance
    Bellhop Feb 2022 - Mar 2023
    Chattanooga, Tennessee, Us
    Bellhop is a tech-enabled moving operator and services marketplace, providing a high-quality, digital moving experience for all of life's transitions.Selected Experience: Closed Series D funding round
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  • Angi
    Senior Manager, Finance
    Angi Jun 2021 - Feb 2022
    Denver, Co, Us
    Angi (NASDAQ: ANGI) is a digital marketplace connecting quality home service professionals with consumers across more than 500 categories, from repairing and remodeling homes to cleaning and landscaping.
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  • Handy Hq
    Senior Manager, Finance
    Handy Hq Jun 2021 - Feb 2022
    New York, Ny, Us
    Handy is the leading platform for connecting consumers looking for home services with top-quality, pre-screened independent service professionals.(Acquired by Angi)
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  • Breather
    Senior Manager, Strategic Finance
    Breather Jan 2021 - Jun 2021
    New York, Ny, Us
    View
  • Breather
    Manager, Strategic Finance
    Breather Jan 2020 - Dec 2020
    New York, Ny, Us
    Breather is the leading provider of space-as-a-service, with a growing network of private workspaces built for productivity.Selected Experience: Sale of Company to Industrious
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  • Unified
    Manager, Strategic Finance
    Unified Oct 2019 - Jan 2020
    New York, Us
    View
  • Unified
    Analyst, Strategic Finance
    Unified Sep 2018 - Sep 2019
    New York, Us
    Unified is a leading provider of enterprise software and social advertising services that connect marketing data sets to optimize advertising investments.Selected Experience: Sale of Company to iHeartMedia
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  • Project Cozy
    Co-Founder & Ceo
    Project Cozy Feb 2017 - Feb 2019
    New York, Ny, Us
    Project Cozy is a specialty coffee company founded in New York City — come for the drinks, stay for the vibes.
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  • Citi
    Analyst, Investment Banking
    Citi Jun 2015 - Apr 2017
    New York, New York, Us
    Global Communications Group (Technology, Media & Telecom)
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  • Hired
    Intern, Strategy & Operations
    Hired Jan 2015 - May 2015
    New York, Us
    View
  • Société Générale
    Summer Analyst, Investment Banking
    Société Générale Jun 2014 - Aug 2014
    Paris, Fr
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  • Morgan Stanley
    Summer Analyst / Year-Round Intern, Credit Risk
    Morgan Stanley Jun 2013 - May 2014
    New York, Ny, Us
    View
  • Entrust Global
    Intern, Corporate Finance
    Entrust Global Nov 2012 - May 2013
    New York, New York, Us
    View

Simon Ho Skills

Investment Banking Financial Analysis Mergers And Acquisitions Financial Modeling Corporate Finance

Simon Ho Education Details

  • Baruch College
    Baruch College
    Finance

Frequently Asked Questions about Simon Ho

What company does Simon Ho work for?

Simon Ho works for Vestwell

What is Simon Ho's role at the current company?

Simon Ho's current role is Director, Finance @ Vestwell.

What is Simon Ho's email address?

Simon Ho's email address is si****@****ail.com

What is Simon Ho's direct phone number?

Simon Ho's direct phone number is +164630*****

What schools did Simon Ho attend?

Simon Ho attended Baruch College.

What skills is Simon Ho known for?

Simon Ho has skills like Investment Banking, Financial Analysis, Mergers And Acquisitions, Financial Modeling, Corporate Finance.

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