Redwood City, California
Brickley Wealth Management
May 2019 – Present
Chief Executive OfficerApollie
Jan 2013 – Present
Chief Technology OfficerBrickley & Company CPA Inc
Jan 2013 – Dec 2018
Chief Technology OfficerBrickley Wealth Management
Jan 2012 – Jan 2013
Product ManagerBrickley Wealth Management
Certificate, Personal Financial Planning
University of California at Berkeley Ext.
San Diego State University
Chief Technology Officer | Product Manager | Founder at Apollie
Visionary leader for financial services and technology products with nearly a decade of experience. Deep background setting roadmaps, envisioning product features, and developing strategic plans to increase productivity and scalability.