Vestwell
- Ellie Stein
Ellie Stein is a seasoned professional with extensive experience in business development and account management. Currently serving as Director of Special Markets at Vestwell since September 2021, Ellie has also held roles including Senior Account Executive and Account Executive at the same company. Previously, Ellie worked as a Business Development Associate at Avanceon, contributing to engineering solutions across diverse sectors. At Title Alliance, Ltd., Ellie developed a client relationship program during an internship and collaborated on training materials. Early career experiences include intern roles at The Brand Girls, focusing on mentorship for young women, and Green Philly, where Ellie led client retention efforts. Ellie holds a Bachelor's degree in Economics from Virginia Tech and has additional education from the Prague University of Economics and Business.
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Vestwell
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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.
