Simon Lim, Jd, Mba, Ms Finance, Cfa, Caia
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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 July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email s****@alanbiller.com
LinkedIn Profile matched
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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

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Quick answer

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

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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
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Company profile
View company profile Email format
3 roles · 27 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 →

DS Daniel Sanchez Daniel Sanchez Colleague at Alan Biller And AssociatesHenderson, Nevada, United States View → JN Jennifer Newell, Cfa, Caia Jennifer Newell, Cfa, Caia Colleague at Alan Biller And AssociatesPalo Alto, California, United States View → KT Ken Tsuboi Ken Tsuboi Colleague at Alan Biller And AssociatesSan Francisco Bay Area, United States View → KB Kate Biller Kate Biller Colleague at Alan Biller And AssociatesSan Francisco Bay Area, United States View → ST Stephanie Ting Stephanie Ting Colleague at Alan Biller And AssociatesSan Francisco Bay Area, United States View → SH Sean Hyun Kim Sean Hyun Kim Colleague at Alan Biller And AssociatesSan Francisco Bay Area, United States View → WS Walter Strohmayer Walter Strohmayer Colleague at Alan Biller And AssociatesSan Francisco, California, United States View → AC Alice Chan Alice Chan Colleague at Alan Biller And AssociatesSan Francisco Bay Area, United States View → DV David Vas David Vas Colleague at Alan Biller And AssociatesSan Francisco Bay Area, United States View → SA Scott A. Newman-Brooks Scott A. Newman-Brooks Colleague at Alan Biller And AssociatesSan Francisco Bay Area, 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.

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 Daniel Sanchez, Jennifer Newell, Cfa, Caia, Ken Tsuboi, Kate Biller, and Stephanie Ting.

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.

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