Wealthfront
Iori O. has extensive experience in product management and financial consulting, currently serving as Senior Manager - Product Specialist at Wealthfront since February 2024. Previously, Iori worked at Earnin as a Product Specialist from January 2023 to January 2024, and returned to Wealthfront from 2016 to 2022 in the same role. Iori began the career as an Implementation Project Manager at Carta, managing onboarding projects for a SaaS start-up, and served as VP - Financial Consultant at Charles Schwab, overseeing client relationships and financial planning for $350M in assets under management. Iori holds a Bachelor’s Degree in Sociology from UCLA.
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Wealthfront
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Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. Through the power of automation, they deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth.