Vestwell
Douglas Magnolia has a diverse work experience spanning several decades. Douglas is currently serving as the Chief Customer Officer & President of Vestwell since 2022. Additionally, they hold the position of President at Vestwell State Savings, which is a business name of Sumday Administration that was acquired by Vestwell in January 2022. Douglas previously served as the CEO/Managing Director of Sumday from 2015 until 2022. Prior to that, they worked at BNY Mellon as a Managing Director from 1999 to 2016. Douglas also had a role as a Vice President at IBJ & IBJ Trust Co from 1988 to 1999.
Douglas Magnolia received a Bachelor of Arts degree in Economics from the University of Massachusetts Amherst, where they attended from 1983 to 1987.
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.