Vestwell
Daniel Baudoin has extensive experience in implementation and project management, currently serving as Implementations Manager at Vestwell since July 2021, having previously held roles including Senior Implementation Specialist and Associate Relationship Manager. Prior experience includes working as a Project Coordinator at Ascensus and as an Analyst at AKF Consulting Group, where contributions included organizing research on 529 College Savings Plans and drafting proposals. Early professional experience includes a role as a Student Employee at Wash U Wash and a Congressional Intern for Congressman Wm. Lacy Clay, where responsibilities encompassed processing constituent inquiries and organizing community events. Daniel Baudoin holds a degree from Washington University in St. Louis, where studies were completed between 2014 and 2019.
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.