Vestwell
Jon has over a decade of experience building and leading operations, service, and support functions, predominantly for tech and financial services companies. Prior to Vestwell, Jon was the Head of Business Operations for the talent & culture incubator within Bridgewater Associates that was responsible for Ray Dalio's "Principles" book and HR tech product line.
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.