Jason Simon in

Jason Simon

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Chief Product Officer at Capitalize
📍 Charlotte, North Carolina, United States

Jason is the Chief Product Officer at Capitalize, where he leads customer-centric teams focused on innovation in the fintech space. His career includes leadership roles at LendingTree, where he managed their financial wellness and embedded finance platforms. He graduated Magna Cum Laude from Ohio University with a B.B.A.

Based on his professional focus, Jason is deeply invested in the evolution of financial technology and services. He follows industry news and trends from publications like The Wall Street Journal to stay informed on the future of investing and personal finance.

Under his product leadership, Fast Company recognized Capitalize as one of its Most Innovative Companies.

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Experience
9 Years
Current Role
Chief Product Officer
Job Level
Leadership
Location
Charlotte, North Carolina, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Fintech Innovation
He frequently posts about Capitalize being named to lists like the Forbes Fintech 50 and Business Insider's most promising fintechs, highlighting his focus on innovation.
Customer-Centric Products
His personal introduction states, "I build customer-centric teams that focus on outcomes," a theme echoed in posts about delivering the best customer experience.
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Career

Work history

8-2023
Chief Product Officer
Capitalize
9-2021 - 8-2023
Head of Product
Capitalize
8-2020 - 12-2022
Investor
Truv
8-2019 - 9-2021
Vice President, Product Management
LendingTree
8-2018 - 8-2019
Senior Director of Product Management
LendingTree
In the press

Media appearances

Capitalize Appoints Jason Simon to Leadership Team as Head of Product. Featured in Business Wire
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Education
2004 - 2007
B.B.A.
Ohio University
High School Diploma
Western Reserve Academy
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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