CXO, President, Strategy, Innovation, Transformation

Eric R. Brickman

* ***** ***, ****** ******, NJ *7076

Tel: 973-***-**** eMail: *********@*******.***

LinkedIn: www.linkedin.com/in/ericbrickman

Highlights

Highly accomplished, results-driven senior executive experienced in championing and executing global product, platform, and innovation strategies to grow, reinvent and transform businesses and the client experience to achieve real and lasting business results. Areas of expertise include:

• Innovation • Business Transformation

• Digital Solutions • Strategic Planning

• User Experience

• Product Strategy

• New Ventures/M&A

• Executive Leadership

Key Strengths Digital Solutions – omni-channel client experience and product offerings, user-centric design and digital ecosystem, journey mapping, behavioral finance, data-driven personalization, information architecture, online client acquisition and retention programs and multi-channel business model integration.

Product Strategy – product design and development, product portfolio management, customer targeting and segmentation, product analytics and insights, competitive intelligence and benchmarking, market research, performance measurement, P&L management, vendor selection and due diligence.

Innovation – new ventures, incubators/accelerators, start-ups, fintech, insuretech, wealthtech, mergers and acquisitions, design thinking, innovation labs, journey models, strategic roadmaps, innovation execution, structured innovation, culture, and change management. Strategic Planning – Multi-year strategic planning, organizational goal setting and OKRs, business case development, client service strategy, performance management, consulting and engagement strategies, organizational development, strategic partnerships, alliances, and outsourcing. Professional Experience

2024 – Present Chief Operating Officer / Board of Directors Prime Pensions, Inc.

Recruited by the Board to build out/scale the company and position it as the leading Third-Party Administrator (TPA) in the institutional, workplace retirement plan space and exceed $100M in EBITDA.

• Responsible for defining and implementing company’s overall strategic plan

• Organic and inorganic growth strategy; including M&A due diligence, integration and execution

• Oversee all aspects of global business operations, product, marketing, go-to-market and sales strategy, service delivery, customer success, technology, business systems, digital solutions and client experience

2021 – 2024 Chief Operating Officer / Strategic Advisor Candidly

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 35M Americans.

• Led Candidly to record year-over-year growth; 10x increase in revenue and a 3600% increase in payments flowing through the platform.

Eric R. Brickman

2 Alton Way, Scotch Plains, NJ 07076 Tel: 973-***-**** eMail: *********@*******.*** Page 2 3

• Launched new B2B2C workplace distribution strategy with such leading channel partners as Vanguard, Empower, Lincoln Financial, UBS, TIAA, Bank of America/Merrill Lynch, New York Life, Unum, Fiserv, Salesforce and PNC Bank; giving Candidly market coverage of over 35M Americans.

• Established retail wealth management solution set and go-to-market strategy.

• Successfully raised $20.5M in Series B financing, bringing the total investment to $56M.

• Scaled the organization by 4x putting in place a global workforce across 10 countries / 5 continents.

• Responsible for establishing and scaling global business operations, including product, platform, experience, advisory, engineering, data science, service delivery, banking and payment operations.

• Delivered first-of-its-kind, proprietary student loan account aggregation 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, 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 2024 o Featured in the Forbes Fintech 50 for 2023.

o Featured in Inc. Magazine's 2023 Best in Business - Financial Services o Winner of the 2023 & 2022 FinTech Breakthrough Award. o Winner of the 2023 Wealthie Award for Best Retirement Service Innovation. 2002 - 2021 EVP, Chief Solutions Officer

Newport (acquired by Ascensus)

Founding member of executive leadership team responsible for championing product, strategy, technology and innovation to grow the business from $3 to $300 billion – and an industry leader.

• 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.

• Shared P&L responsibility with the other members of the executive leadership team. 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 advisors o Mobile experience won Best-in-Class Interactive Media Award. Eric R. Brickman

2 Alton Way, Scotch Plains, NJ 07076 Tel: 973-***-**** eMail: *********@*******.*** Page 3 3

1991-2002 Managing Director, Strategy & Innovation Prudential Financial

Lead strategic growth initiatives across Prudential’s Global Consumer and Institutional Groups servicing more than 40 million client households and 20,000 institutional clients.

• 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.

• 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 launching new Personal Wealth and Advisory Business. o Business Value Award for delivering fastest growing Workplace Benefits Platform. Advisory Boards

Candidly – Strategic Advisor, Non-Executive Director Covr FinTech – Strategic Advisor, Non-Executive Director DALBAR – Advisory Board Member

iPipeline – Advisory Board Member

California Aeronautical University – Advisory Board Member Education Masters of Business Administration (MBA) Seton Hall University - South Orange, NJ

Graduate Specialty in International Marketing and Management Kellogg Graduate School of Management, Northwestern University - Chicago, IL Bachelors of Arts (BA), Marketing and Finance

Muhlenberg College - Allentown, PA

Awards & Recognition

o Recipient of the Wall Street Journal Academic Achievement Award – awarded each year to the nation’s top graduate majoring in business and economics.

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