Vestwell
Mohammed Patel, CSPO, has a comprehensive work experience in product management and leadership roles. Mohammed'smost recent position was as the Director of Product Management at Vestwell, where they led the integration of a student loan repayment and savings platform into the company's retirement and benefits offering. Prior to that, they served as a Vice President and Assistant Vice President of Product Management at Morgan Stanley, where they managed and grew innovative employer benefit products, launched new products, defined product roadmaps, and led comprehensive product demonstrations. Mohammed also worked as a Principal Product Manager at E*TRADE from Morgan Stanley, as an Advisor and Director of Product Management at Smart Twigs, and as a Director of Product Management, Global Business Operations, Senior Product Manager, and Product Manager at Xaxis. Mohammed started their career as a Data Analyst at Verisk Analytics and held leadership roles at NJIT and Dormshares. Mohammed also gained internship experience at New York Life Insurance Worldwide Ltd.
Mohammed Patel, CSPO holds a Bachelor of Science (BS) degree in Management Information Systems and Services from the New Jersey Institute of Technology. In 2017, they obtained the CSPO certification from the Scrum Alliance.
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.