Alexis Martinez
Advisor Success Coordinator | 2025 Colby College Alumni | Former Collegiate Student Athlete
- Role
- Advisor Success Coordinator at Vestwell
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Alexis Martinez
As a recent economics graduate from Colby College, I am strongly interested in the financial services sector. My background includes guiding cross-functional teams, tackling complex challenges, and implementing strategies that drive growth. I thrive on collaboration while embracing new technologies to stay focused on achieving real, measurable results. As I launch my career, I’m eager to leverage my passion for finance, operations, and innovation to help Vestwell thrive and grow.
Experience
Advisor Success Coordinator
Jun 2025 — Present · NY, US
Partnering with Advisor Success Managers (ASMs) and their top advisors to identify new opportunities for value creation- Managing a book of business consisting of advisor relationships- Supporting the Partner success team in meeting set KPls- Supporting ASMs with the scheduling and preparations for advisor business reviews, covering plan status updates, and plan health checks- Partnering with ASMs and/or advisors to conduct education meetings for plan participants- Supporting the creation and maintenance of a comprehensive wiki and knowledge base for the team.
Education
Colby College
Bachelor's degree of Arts, Economics: Financial Markets
George School
High School Diploma, Business and Finance
The Lawrenceville School
High School Diploma, Business
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