Vestwell
Carmalee Foster, MBA, PMP, is a seasoned professional in retirement services and social media management, currently serving as a Senior Implementation Relationship Manager at Vestwell since April 2021, where responsibilities include overseeing plan implementation and onboarding processes. Carmalee also contributes as a member of Social Saturday Squad, specializing in content creation and personal branding, and owns Deep Stuff as a content creator. In previous roles, Carmalee has held various positions, including Implementation Project Manager II at ADP and Realtor at Weichert, Realtors. Educational qualifications include an MBA from the University of Phoenix and a Bachelor's degree in Business Administration with a focus on Marketing from American InterContinental University. Carmalee continues to expand expertise by pursuing the Qualified 401(k) Administrator credential.
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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.