Fiona Ho, CFA

Chief Operating Officer at Simplify
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US
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Credentials

  • Chartered Financial Analyst
    CFA Institute
    Jan, 2003
    - Sep, 2024

Experience

  • Simplify
    • Information Technology & Services
    • Chief Operating Officer
      • Jan 2021 - Present
  • Spring Education Group
    • United States
    • Education Administration Programs
    • 200 - 300 Employee
    • Vice President, Strategic Programs
      • 2016 - 2020

      • Designed, built, and managed innovative virtual and in-person programs for students from preschool to grade 5 • Designed, built, and managed innovative virtual and in-person programs for students from preschool to grade 5

  • PIMCO
    • Kuwait
    • Real Estate
    • 1 - 100 Employee
    • Vice President, Account Management
      • 2010 - 2016

      • Developed and managed multi-billion dollar relationships with strategic Defined Contribution record-keepers, consultants and advisors • Developed and managed multi-billion dollar relationships with strategic Defined Contribution record-keepers, consultants and advisors

  • Bain & Company
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Consultant
      • 2008 - 2010

      • Advised leading corporations and investment firms on strategy, M&A, and operations • Advised leading corporations and investment firms on strategy, M&A, and operations

  • SmartStream Technologies
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Vice President, Project Management
      • 2004 - 2006

      • Analyzed business requirements and architected trade flow automation solutions to streamline middle- and back-office financial transactions for leading investment and commercial banks, hedge funds, and investment management firms • Analyzed business requirements and architected trade flow automation solutions to streamline middle- and back-office financial transactions for leading investment and commercial banks, hedge funds, and investment management firms

  • SS&C Technologies (formerly FMC)
    • Team Lead, Client Services
      • 2000 - 2003

      • Managed relationships for over 50 investment management, bank, insurance, and hedge fund clients; implemented complex financial software that automates trade flow, validates data accuracy, calculates portfolio performance and attribution, and reports performance metrics • Managed relationships for over 50 investment management, bank, insurance, and hedge fund clients; implemented complex financial software that automates trade flow, validates data accuracy, calculates portfolio performance and attribution, and reports performance metrics

Community

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