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Mike Sullivan
Regional Vice President Of Retirement Sales - Il, In, Wi at Vestwell
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Work Experience
Regional Vice President Of Retirement Sales - Il, In, Wi
Nov 2023 - Present · 1 years and 1 months
BMR Retirement Group, LLC powered by Concurrent
Sales Director – Bmr Retirement Group
Apr 2023 - Nov 2023 · 7 months
Investment Executive
Jan 2022 - May 2023 · 1 years and 4 months
Company Details
201-500 Employees
Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers more than 50,000 businesses, over a million savers, and $30 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform. For more information about Vestwell, Vestwell Advisors, and our other services, learn more at www.vestwell.com.
Year Founded
2016
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
360 Madison Ave New York, NY 10017, US
Keywords
Financial Services401(k)403(b)IRA rolloversRetirement PlanningFinancial AdvisorsDefined Contribution Plstudent loansESAs
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