Vestwell
David Sheen is an experienced finance professional with a robust background in various leadership roles. Currently serving as Chief Financial Officer and SVP Finance & HR at Vestwell, David has previously held significant positions such as Founding Member at The F Suite, Principal and Senior Associate at Primary Venture Partners, and Investment Banking Associate in the Technology Group at Morgan Stanley. Additionally, David has experience as Operations Development Manager at DSG International. Academically, David holds an M.B.A. specializing in Finance and Entrepreneurship from NYU Stern School of Business and a Master of Engineering in Industrial Engineering and Management from the University of Cambridge.
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.