Simona Shao

Sales Executive @ Vanilla | ex-J.P. Morgan

Role: Sales Executive at Vanilla
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Sales Executive
Vanilla
Sep 2025 — Present

Education

The Wharton School
Bachelor of Science in Economics, Management
2015 — 2019
Colburn School
Music
2006 — 2013

Skills

Chinese
Music Performance
Media & Entertainment
Music Production
Powerpoint
Microsoft Excel
Research
Spanish
Project Management
Entertainment Industry
Management
New Media
Public Speaking
Leadership
Microsoft Office
Microsoft Word
Customer Service

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
s••••••••@justvanilla.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••96

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Current company

Vanilla

Financial Services · 215 employees · Founded 2019 · Bellevue, Washington, United States

Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning. Vanilla’s pace of innovation is unrivaled: The platform has processed over 45,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard. Our transformative, patented software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more. To learn more, visit www.justvanilla.com.

justvanilla.com

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Experience

Sales Executive

Education

The Wharton School

Colburn School

Skills

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