Alyssa Morales

Role: Director, Employer Services and Operations at Vestwell
Location: San Diego, CA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Director, Employer Services and Operations
Vestwell
Jul 2023 — Present

Skills

Microsoft Office
Sales
Problem Solving
Financial Services
Investments
Relationship Management
Customer Service
Analysis
Management
Merchandising
Finance
Organizational Development
Event Planning
Retail Banking
Financial Analysis
Team Leadership
Credit
Series 7
Access
Outlook
Portfolio Management
Banking

Contact information

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Work email
a••••••••@vestwell.com
Personal email
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Direct dial
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Current company

Vestwell

Financial Services · 594 employees · Founded 2016 · New York, New York, United States

Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell powers 2.55M+ savers across 750+ businesses nationwide, with over $56B+ in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry. For more information, visit vestwell.com.

vestwell.com

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Experience

Director, Employer Services and Operations

Skills

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