Eric Brickman Email & Phone Number

Florham Park, New Jersey, Us

Hartford, Connecticut, Us

New York City, Us

New York City, Us

Recruited by the Board to build out/scale the company and position it as the leading AI-driven student debt and savings optimization platform; raised $56M in capital covering over 35M Americans.KEY ACCOMPLISHMENTS:• Led Candidly to record year-over-year growth; 10x increase in revenue, 3600% increase in payments flowing through the platform and surpassed $1 billion of consumer impact/debt reduction.• Established Candidly's B2B2C workplace distribution, channel and go-to-market strategy• Scaled the organization by 4x putting in place a global workforce across 10 countries / 5 continents • Scaled global business operations, including product, platform, experience, advisory, engineering, data science, service delivery, banking and payment operations. • Delivered industry-leading, student loan account aggregation and SECURE 2.0 student loan retirement match capabilities, fully digital public service loan forgiveness (PSLF) and income driven repayment plans (IDR), AI-driven debt management services/robo-advisor for liabilities, gamified payments, personal and omnibus emergency savings solutions, all-digital tuition reimbursement services, multi-lender marketplace for borrowing and refinance, employer contributions and account-to-account payment rails.AWARDS & RECOGNITION: o Fast Company's #3 Most Innovative Companies in Personal Finance for 2024o Featured in the Forbes Fintech 50 and Norrsken Impact/100.o Winner of the 2023 & 2022 FinTech Breakthrough Award.o Winner of the 2023 Wealthie Award for Best Retirement Service Innovation

Dresher, Pa, Us

Founding member of executive leadership team responsible for championing product, strategy, technology and innovation to grow the business to $300 billion in AUA – and an industry leader. KEY ACCOMPLISHMENTS:• Scaled the company from a start-up to $300M in ARR, $300B in assets and 1,500 employees.• Established the industry’s “new normal” in offering fully integrated platforms/experiences for consumers (participants), employers (sponsors), advisors, partners and TPA’s across DC, DB, NQ, Equity, Insurance, HSA, 529 as well as Advisory, Managed Account and Financial Wellness services.• Successfully led numerous acquisitions of Qualified, Non-Qualified and Insurance benefit providers.• Built industry-leading executive deferred compensation product used by 40% of the Fortune 500. • Led new business ventures and start-up investment in fintech, insuretech and wealthtech.• Spearheaded forward-looking strategic roadmaps across all product lines and solution centers.• Launched dozens of white-label products for national wealth management distribution partners.• Responsible for global technology, solutioning, innovation and platform productization strategy• Created advisor-sold marketplace solution set, ecosystem and go-to-market strategy.• Established and managed enterprise strategic planning and product management functions. • Created Innovation Labs to “re-think” product, service delivery and user experience.• Oversaw enterprise-wide technology, infrastructure, and end-to-end, software development. AWARDS & RECOGNITION: o Ranked as a Top 3 Retirement Experience by DALBAR for 10 Consecutive Years.o Participant and Sponsor Experiences Lauded as Industry Best Practice by PLANSPONSOR.o Annually Ranked as Top Workplace Solution by Wealth Management Advisorso Mobile Experience Won Best-in-Class Interactive Media Award.

Dresher, Pa, Us

Dresher, Pa, Us

Newark, New Jersey, Us

Recruited to lead strategic growth initiatives across Prudential’s Global Consumer and Institutional Groups servicing more than 40 million client households and 20,000 institutional clients. KEY ACCOMPLISHMENTS:• Developed the firm’s retail advisory, wealth management and financial planning strategy, product, platform, and experience targeting high-net-worth and mass-affluent client segments.• Launched the company's first, public-facing robo-advisor that leveraged modern portfolio theory to analyze an individual's investment holdings and generate asset allocation strategies across accounts and financial goals.• Created the firm’s global ecommerce organization with responsibility and oversight for bringing to market a single and unified digital presence that represents all of Prudential’s product areas: personal wealth, banking, retirement, employee benefits, life and annuity, property & casualty, long-term care & disability and real estate.• Established Prudential’s first enterprise Business Transformation Office to facilitate the company’s adoption of a forward-looking business model and organizational structure.• Spearheaded Prudential’s all-digital, workplace wealth management offering within the firm’s workplace employee benefits product suite and employee benefits portal, servicing the firm’s 20,000 institutional clients, representing more than 12 million individuals.• Oversaw content strategy and development efforts for retirement and estate tax, education and college funding, protection and insurance planning, investments and asset allocation; targeted for specific client segments and life-events, servicing the firm’s 40M client households. AWARDS & RECOGNITION:o Gomez Advisors’ Best Practice Award in Personal Wealth Management.o Business Value Award for LaunchingNew Personal Wealth and Advisory Business.o Business Value Award for Delivering Fastest Growing Workplace Benefits Platform.

Newark, New Jersey, Us

International Marketing & Entrepreneurship

Mba, International Business

Ba, Marketing & Finance

Education record