D. Michael Richard Jr is a seasoned professional with extensive experience in retirement plan administration and client management. Currently serving as Implementation Manager at Vestwell since May 2023, D. Michael oversees the onboarding of new clients through the 401(k) process. Prior roles include New Business Specialist at EGPS and Implementation Manager at Human Interest, where D. Michael was pivotal in managing document conversions and supporting new business initiatives. With a track record that includes positions as Senior Relationship Manager at LT Trust and Retirement Plans Manager at Sourcepointe LLC, D. Michael has consistently demonstrated expertise in client relationship management, project oversight, and compliance testing, reinforced by a Bachelor of Arts in Social Sciences and Business Administration from Millsaps College.
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