NEW YORK, NY, March 27, 2017 – Vestwell announced today that Zainab Noorali joined the company as Client Success Manager. In this role, she is responsible for customer portfolio development as well as retention and expansion with the firm’s top advisors and plan sponsor clients. In addition, Noorali is tasked with cross-company collaboration with various departments, ranging from sales, marketing, product development, technology, and operations.
“The retirement industry is ready for a change,” said Noorali. “Vestwell is disrupting the market with an innovative platform and I couldn’t be more excited to join the team and be a part of the journey.”
Prior to joining Vestwell, Noorali served as retirement product sales strategy manager at Empower Retirement and oversaw the participant experience while building relationships with plan sponsors and advisors. She started her career at JP Morgan as an asset management analyst, and most recently served as financial education consultant where she trained employees on product offerings for institutional clients.
“With over 10 years’ experience in the financial services and retirement industry, we’re excited to welcome Zainab to the Vestwell family,” said Aaron Schumm, CEO and founder of Vestwell. “As our company continues to rapidly develop and expand, Zainab’s experience exemplifies the type of talent that we’re recruiting to service our clients.”
Vestwell is the industry’s first and only fiduciary, white-label retirement platform for the financial advisor community and beyond. For more information about Vestwell or to inquire about how your RIA can leverage the platform, please visit: http://www.vestwell.com/.
About Vestwell Holdings, Inc.
Vestwell Advisors, LLC, a 3(38) and 3(21) SEC registered investment advisory firm, is a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Built by an experienced team with an average of 18 years of financial technology experience and led by CEO Aaron Schumm, Vestwell assumes 3(38) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell.
This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors’ ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors’ judgment as of the date of this publication and are subject to change without notice.