Jonathan Ferrara
- Role
- COO - Vestwell Trust Co & Head of Custody Platform Solutions at Vestwell
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
Experience
COO - Vestwell Trust Co & Head of Custody Platform Solutions
Jan 2023 — Present
Vestwell is the modern engine powering savings and investment programs for small businesses and individual savers. The savings gap is growing wider, despite millions of Americans asking for a flexible, cost-effective, modern solution to save for the critical aspects of life - retirement, education, and healthcare. Vestwell has created the only single platform to address this ask, both in and out of the workplace. Vestwell’s cloud-based digital platform provides the underlying architecture to support financial services, payroll, and state partnerships. Together, we are rapidly closing the saving gap by working to serve the 32 million small businesses and 100 million undersaved people across the country. Vestwell currently powers nearly small businesses, more than a million savers, and $25 billion in assets in all 50 states.
Education
Boston College
Bachelor of Science (BS), Finance, General
Rutgers University–Newark
MBA, Business Strategy and Information Technology
Skills
- Separately Managed Accounts
- Investments
- Trading
- Securities
- Fixed Income
- Wealth Management
- Product Development
- Project Management
- Trading Systems
- Sdlc
- Financial Services
- Asset Management
- Portfolio Management
- Risk Management
- Asset Allocation
- Investment Strategies
- Equities
- Investment Management
- Product Management
- Mutual Funds
- Business Analysis
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