Vestwell
Michael Terdeman is an experienced client service professional currently serving as a Senior Client Service Associate at both Vestwell since February 2022 and BNY Mellon since April 2021. Previously, Michael held the role of Relationship Banker at Santander Bank, N.A. from March 2019 to April 2021 and at JP Morgan Chase Bank NA from April 2018 to November 2019. Additionally, Michael worked as a Freelance Consultant from March 2017 to April 2018 and served as an Investment Specialist at T. Rowe Price from May 2013 to March 2017. Michael earned a Bachelor of Arts in History from Gettysburg College in 2012.
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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.