Boldin


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

Employees

51-200

Links


Org chart

Stephen Chen
Founder & CEO
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Amanda Erickson
Director Of Marketing And Growth, Consumer Products
Chelsea Power
Head Of Enterprise Success
Grisselle Escoto
Director Of People And Culture
Nancy Gates
Lead Educator & Financial Coach
Rachel Diesel
Head Of Design
Danielle Jackson
Chief Of Staff
Kelly Michel
Interim Head Of Sales
Brooke Peterson
Director Of Program Management
Juan Ramirez
Front-end Engineering Lead
Brett Stoppel
VP Of Engineering
Steve Reale
Board Observer
Yun Woo
Head Of Product

Teams

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