Boldin
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Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios... Read more
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Stephen Chen
Founder & CEO
Stephen Chen
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Eric Takahashi
Chief Data Architect
Frank Nevers
Chief Information Security Officer
Amanda Erickson
Director Of Marketing And Growth, Consumer Products
Chelsea Power
Head Of Enterprise Success
Connellan Coxwell
Head Of Consumer
Grisselle Escoto
Director Of People And Culture
Mary Endres
Product Design Director
Nancy Gates
Lead Educator & Financial Coach
Rachel Diesel
Head Of Design
Zenia O'leary
Product Design Director
Danielle Jackson
Chief Of Staff
Kelly Michel
Interim Head Of Sales
