Vivian Ko

Vivian Ko is a Tax Manager at New Mountain Capital. Vivian has over 19 years of experience in the financial industry, including previous positions at Charles Schwab and Providian Financial Corporation.

At Charles Schwab, Vivian served as Managing Director of Digital Product Management, leading a new Digital Accelerator team to drive digital transformation and establish modern product management practices. In this role, they oversaw a team of 70 digital product managers, software engineers, technical architects, product marketing managers, UX designers, and UX researchers.

Prior to joining Charles Schwab, Vivian was Marketing Manager at Providian Financial Corporation. In this role, they were responsible for managing customer acquisition campaigns and developing marketing strategies to support new product launches.

Vivian Ko has a Bachelor of Arts in Applied Mathematics from the University of California, Berkeley. Vivian also has certification from FINRA in the FINRA Series 7 License.

Some of their coworkers include Lindsey Del Prete - Credit Analyst, Joshua Weinstein - Accounting Analyst, and Laney Rutland - Credit Analyst. Their manager is Shiraz Y. Kajee, Chief Financial Officer, Managing Director.