Boldin jobs and careers
About 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, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
Leadership
The top of Boldin's org chart, with how many people report into each leader.
Stephen Chen
Founder & CEO
39 reports
Chelsea Power
Head Of Enterprise Success
4 reports
Grisselle Escoto
Director Of People And Culture
1 report
Rachel Diesel
Head Of Design
4 reports
Danielle Jackson
Chief Of Staff
Kelly Michel
Interim Head Of Sales
2 reports
Connellan Coxwell
Head of Consumer Business
5 reports
Patrick Hammons
Product Manager
Gabe Leon
Engineering Manager
7 reports