Vestwell
Daniel Cipolla is a seasoned professional with extensive experience in platform and process improvements, currently serving as a Senior Manager at Vestwell since August 2019. Daniel's career includes progressive roles at Vestwell, where contributions included managing operations and analytics. Before Vestwell, Daniel worked at Bank of America as a Financial Reporting & Planning Analyst, successfully streamlining reports to enhance accuracy. Other roles include positions in the service industry and internships at organizations such as TD and The Chemours Company, focusing on strategic processes and financial transformation. Daniel holds a Bachelor's degree in Finance from the University of Delaware, complemented by minors in Management Information Systems and Business Analytics.
Vestwell
4 followers
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.