Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia
AeroLeads people directory · profile

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia Email & Phone Number

Principal, CCO, Managing Senior Consultant at Alan Biller and Associates
Location: Menlo Park, California, United States 3 work roles 6 schools
2 work emails found @alanbiller.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email s****@alanbiller.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Alan Biller and Associates
Role
Principal, CCO, Managing Senior Consultant
Location
Menlo Park, California, United States
Company size
36 employees

Who is Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia is listed as Principal, CCO, Managing Senior Consultant at Alan Biller and Associates, a company with 36 employees, based in Menlo Park, California, United States. AeroLeads shows a work email signal at alanbiller.com and a matched LinkedIn profile for Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia.

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia previously worked as Investment Officer at Calpers and Senior Finance Analyst at Hewlett-Packard. Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia holds Masters Of Science, Finance from London Business School.

Company email context

Email format at Alan Biller and Associates

This section adds company-level context without repeating Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia's masked contact details.

*@alanbiller.com
74% confidence

AeroLeads found 2 current-domain work email signals for Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia

Senior executive and consultant providing customized investment solutions to help institutional clients achieve their financial goals. UCLA Guest Speaker and Conference Presenter.Specialties: Portfolio Construction, Economics and Capital Markets, Legal and Compliance, Professional Speaker.

Listed skills include Asset Allocation, Portfolio Management, Fixed Income, Investments, and 20 others.

Current workplace

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Alan Biller and Associates
Alan Biller And Associates
Principal, CCO, Managing Senior Consultant
menlo park, california, united states
Website
alanbiller.com
Employees
36
AeroLeads page
Company profile
View company profile Email format
3 roles · 26 years

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Investment Officer

Calpers

Identified and recommended new investment opportunities within the Corporate Bond portfolio. Analyzed company fundamentals, market conditions and current spread/yield/price levels to formulate buy/sell recommendations.

2006 - 2008 ~2 yrs

Senior Finance Analyst

Hewlett-Packard

Corporate Finance, Financial Planning and Analysis, Pricing Strategy

2000 - 2006 ~6 yrs
Team & coworkers

Colleagues at Alan Biller and Associates

Other employees you can reach at alanbiller.com. View company contacts for 36 employees →

DV David Vas David Vas Colleague at Alan Biller And Associates San Francisco Bay Area, United States View → JK John Kang, Cfa John Kang, Cfa Colleague at Alan Biller And Associates San Francisco Bay Area, United States View → KB Kate Biller Kate Biller Colleague at Alan Biller And Associates San Francisco Bay Area, United States View → DS Daniel Sanchez Daniel Sanchez Colleague at Alan Biller And Associates Henderson, Nevada, United States, United States View → PN Pat Naughton Pat Naughton Colleague at Alan Biller And Associates Pittsburgh, Pennsylvania, United States, United States View → AG Adrian Grave De Peralta Adrian Grave De Peralta Colleague at Alan Biller And Associates Las Vegas, Nevada, United States, United States View → PN Patrick Naughton Patrick Naughton Colleague at Alan Biller And Associates Greater Pittsburgh Region, United States View → BM Brian Morandi, Cfa, Frm Brian Morandi, Cfa, Frm Colleague at Alan Biller And Associates New York, New York, United States, United States View → AR Anissa Rodriguez Anissa Rodriguez Colleague at Alan Biller And Associates Menlo Park, California, United States, United States View → LM Lisa Mccauley Lisa Mccauley Colleague at Alan Biller And Associates San Clemente, California, United States, United States View →
6 education records

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia education

Education record

Coursera

Relevant Coursework: * Machine Learning (Stanford University) * Decentralized Finance Deep Dive (Duke University) * Problem Solving Using.

Education record

Edx

Relevant Coursework: * Exercising Leadership: Foundational Principles (HarvardX) * Structuring Successful Business Deals (CornellX) *.

FAQ

Frequently asked questions about Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia work for?

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia works for Alan Biller and Associates.

What is Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia's role at Alan Biller and Associates?

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia is listed as Principal, CCO, Managing Senior Consultant at Alan Biller and Associates.

What is Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia's email address?

AeroLeads has found 2 work email signals at @alanbiller.com for Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia at Alan Biller and Associates.

Where is Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia based?

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia is based in Menlo Park, California, United States while working with Alan Biller and Associates.

What companies has Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia worked for?

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia has worked for Alan Biller And Associates, Calpers, and Hewlett-Packard.

Who are Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia's colleagues at Alan Biller and Associates?

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia's colleagues at Alan Biller and Associates include David Vas, John Kang, Cfa, Kate Biller, Daniel Sanchez, and Pat Naughton.

How can I contact Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia at Alan Biller and Associates, including work email, phone, and LinkedIn data when available.

What schools did Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia attend?

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia holds Masters Of Science, Finance from London Business School.

What skills is Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia known for?

Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia is listed with skills including Asset Allocation, Portfolio Management, Fixed Income, Investments, Corporate Finance, Financial Analysis, Private Equity, and Alternative Investments.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.