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    Tom Kimberly

    Tom Kimberly

    CPO and CTO @financial-engines • @fidelity, @betterment, fndr/CEO @upside • @mckinsey-company • MBA, MA @yale-university , BA @university-of-pennsylvania

    Entrepreneur Boston University of Pennsyl...
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    Experience
    Betterment
    Betterment
    GM at Betterment 2015 - 2017 (about 2 years)
    General Manager of the retail and advisor businesses
    Upside
    Exit
    Upside
    Founder, CEO 2012 - 2015 (about 3 years)
    Acquired by Envestnet (NYSE:ENV)
    McKinsey & Co
    McKinsey & Co
    Employee 2008 - 2011 (about 3 years)
    Founder
    Upside
    Employee
    Betterment, McKinsey & Co, Fidelity Investments, MLXH
     
    Education
     
    About
    Achievements

    Former GM of Betterment's consumer and advisor businesses; co-founded and led Upside, acquired by Envestnet (NYSE: ENV) in February 2015.

    Describe the most impressive thing you've done.
    Skills
    Business Strategy Product Development Financial Modeling Entrepreneurship Startup Founder Strategic Planning Investments Start-Ups Operations
    Locations
    San Francisco Silicon Valley New York City
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