Verified recordFinancial Services

Brandon Peters

Lead Product Manager at Income Discovery

Based in New York, United States

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Seniority

Manager

Department

Sales & Business Development

Location

New York

Industry

Financial Services

Company size

Contact information

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b•••••••@incomediscovery.com

Phone

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Background

About Brandon Peters

Making tax-optimized retirement income planning and decumulation scalable. Lead Product Manager in fintech with experience driving web and mobile SaaS solutions for high-growth startups. I enjoy solving difficult problems, working with complex products and am passionate about analyzing data and understanding customers in order to deliver effective and innovative solutions at scale. With over a decade of financial services and wealth management experience, I have built products from the ground up and transformed existing products. Startup experience has taught me how to move fast, execute and grow products quickly. I've worked with onshore and offshore teams, led multi-million dollar projects, and owned key relationships with multiple Fortune 500 stakeholders. Specialties: B2B, Fintech, Wealth Management, Financial Planning, Decumulation, Mobile (iOS, Android), Startups Held FINRA Series 7, 65, 66, 9 & 10 licenses.

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