Simon: Email & Phone Number

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Director, Head of AI R&D at Charles Schwab|San Francisco Bay Area, United States

Position:

Director, Head of AI R&D at Charles Schwab

Location:

San Francisco Bay Area, United States

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Last updated: 2026-09-22

Updated: 2026-09-22

Found email addresses for Simon:

Business emails:

s***n@motifinvesting.com,

s***n@wealthfront.com,

s*********s@wealthfront.com

Personal emails:

s*********s@yahoo.com,

s*********s@yahoo.com

Found phones for Simon:

+1-205-***-**25,

+1-623-***-**27,

+1-323-***-**70

Prospect analytics

Current work details

DepartmentFinancial Services

Availability

TimezonePDT

Best time to contact12:00 PM – 4:00 PM

A different Simon?

Work Experience 23 years

Director, Head of AI R&D at Charles Schwab

Mar 2025 - Current

Director, Quantitative Solutions at Charles Schwab

Jun 2020 - Jun 2023

Vice President of Research at Motif Investing

Jan 2019 - Jun 2020

Director of Investment Strategies (Motif Capital Management) at Motif Investing

Mar 2017 - Jan 2019

Staff Quantitative Researcher at Wealthfront

Mar 2015 - Oct 2016

FX Long Dates Trader at Barclays Investment Bank

Oct 2008 - Jun 2014

Interest Rate Exotics Trader at Lehman Brothers

Jun 2008 - Sep 2008

Teaching Assistant, Graduate Research Assistant at Columbia University

Sep 2003 - May 2008

Simon started working in 2003, then the employee has changed 5 companies and 7 jobs. On average, Simon works for one company for 2 years 6 months.

Their professional focus is Agentic AI Development, Amazon Web Services (AWS), and Artificial Intelligence (AI) across 3 core areas.

Education

PhD at Columbia University in the City of New York

MPhys at University of Oxford

Frequently Asked Questions

What is Simon's email address?

SignalHire found verified email addresses for Simon, both business and personal. Their business email is s***n@motifinvesting.com, and personal emails include s*********s@yahoo.com, and s*********s@yahoo.com.

What is Simon's phone number?

SignalHire found multiple verified phone numbers for Simon: +1-205-***-**25, +1-623-***-**27, and +1-323-***-**70.

How do I contact Simon at Charles Schwab?

You can reach Simon through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Simon's professional background?

Simon has 23 years of professional experience. They have held roles including Director, Quantitative Solutions, Vice President of Research, and Director of Investment Strategies (Motif Capital Management) at companies such as Charles Schwab, Motif Investing, and Motif Investing. Their education includes PhD from Columbia University in the City of New York, and MPhys from University of Oxford.

Is Simon's contact information up to date?

Yes. Simon's SignalHire profile was last updated on 22 September 2026, reflecting their current position as Director, Head of AI R&D at Charles Schwab in Westlake, Texas, United States.

Simon Namesakes

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Simon

Heesung Catalysts Corp.

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simon

RF Systems

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