Vestwell
Kate Matier is an accomplished professional with a diverse background in client success, sales management, and emergency services. Currently serving as a Client Success Manager at Vestwell since March 2023, Kate previously held the role of Internal Wholesaler District Manager at ADP, focusing on retirement plan sales. Kate's extensive experience in emergency medical services includes positions as an Emergency Medical Technician at Atlantic Health System and the Kenilworth Volunteer Fire Dept. In the financial sector, Kate excelled as a Sales Development Consultant at John Hancock and has held multiple roles at New York Life Investments, including Product Manager and Senior Quality Assurance Consultant. Kate holds a Bachelor of Arts degree in Psychology from Rutgers University and has demonstrated leadership and coaching expertise throughout a career spanning over two decades.
Vestwell
4 followers
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.