Vestwell
Olivia P. has a diverse background in client services and management, currently serving as Manager of Employer Services at Vestwell since April 2022, after progressing through roles as Lead of Employer Services and Client Success Associate. Prior to Vestwell, Olivia worked at FORM Wealth as a Client Associate and at Alliance Wealth Management Milwaukee, Inc. as an Executive Assistant. Experience also includes leadership at Lanex, LLC as VP of Client Services and roles as Assistant Project Manager and Administrative Assistant. Olivia holds a Bachelor of Business Administration from UW-Whitewater College of Business and Economics, completed in December 2021, and attended Waukesha County Technical College in 2014.
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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.