Alyssa Morales

Alyssa Morales has a diverse work experience spanning over a decade. Alyssa'smost recent role is as a Director of Employer Services and Operations at Vestwell, where they have been employed since 2023. Prior to that, Alyssa worked as a Senior Manager of Recordkeeping Operations at Vestwell from 2022 to 2023. Before joining Vestwell, they served as the Director of Client Operations and Co-Founder at Advice Analytics from 2021 to 2022. From 2019 to 2021, Alyssa worked as an Institutional Relationship Manager at Ascensus. Alyssa also held the position of Relationship Manager at GuidedChoice from 2014 to 2019. Earlier in their career, Alyssa worked as a Registered Representative at Crown Capital Securities, L.P. in 2014. Alyssa served as a Client Service Associate at J.P. Morgan from 2013 to 2014. Alyssa's career began at Wells Fargo in 2006, where they worked as a Licensed Personal Banker for seven years. Additionally, they gained experience as an Assistant Gallery Director at Occasions! from 2008 to 2009, where they were responsible for customer service, sales assistance, merchandising, and managing an eBay site.

Alyssa Morales attended Arizona State University from 2011 to 2012, where they focused on Small Business as part of their degree in Organizational Studies. Additionally, Alyssa has obtained certifications in Retirement Plan Fundamentals from the American Retirement Association, as well as Series 63 and Series 7 from FINRA.