Vestwell
Mark Naftchi, QKA® has a diverse work experience in the financial industry. Mark is currently employed at Vestwell, where they serve as the Director of Client Success. Prior to this role, they worked as a Team Leader for Enterprise Implementations and as a Senior Implementations Relationship Manager at the same company. Before joining Vestwell, Mark worked at USI Consulting Group as a Retirement Plan Consultant, specializing in conversions. Mark also gained valuable experience as a Retirement Plan Consultant at RPG Consultants. Mark's career began at Mark Silver CPA PC, where they worked as a Junior Accountant.
Mark Naftchi, QKA®, holds a Bachelor's Degree in Accounting and Related Services from Queens College. Mark also has additional certifications including the Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries, Retirement Plan Fundamentals from the same institution, and the Series 65 certification from FINRA.
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.