Elaine Needleman

Elaine Needleman, Senior Program/Product Manager

Elaine Needleman has been developing strategic product roadmaps and business cases for financial planning offerings for more than 10 years.  Leveraging her deep knowledge in the areas of retirement and trust and estate planning, she figures out how regulatory initiatives impact business models and then rolls her selves up to implement tactical changes.

She learned the art of flexibility and adaptability while living, working, and traveling in foreign lands, and still finds ways to support the Peace Corps community she served in the Philippines.

Elaine lives the motto "Health is Wealth," and teaches Yin and Hatha yoga on the weekends.  A recently completed course in Neuroscience at U.C. Berkeley reinforced her commitment to a daily mindfulness practice.

 She wishes she'd been exposed to meditation back when she was studying for the FINRA Series 7 exam, but thankfully still managed to pass.