Vestwell
Brian Lucey is a skilled business development professional with extensive experience in sales. Currently serving as a Business Development team member at Vestwell since November 2023 and holding the position of Director of National Sales at CrowdPass since October 2021, Brian has also worked as an Account Executive at CrowdPass and as an Ad Sales Assistant at Discovery Inc from January 2020 to October 2021. Additionally, a consulting role at Forbes in 2019 involved recruiting companies for the Forbes Under 30 Summit. Brian Lucey holds a Bachelor's degree from Trinity College-Hartford and a high school diploma from The Episcopal Academy.
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Vestwell
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Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.