Mark Naftchi

Mark Naftchi, QKA® has a diverse work experience in the financial industry. Mark is currently employed at Vestwell, where they serve as the Director of Client Success. Prior to this role, they worked as a Team Leader for Enterprise Implementations and as a Senior Implementations Relationship Manager at the same company. Before joining Vestwell, Mark worked at USI Consulting Group as a Retirement Plan Consultant, specializing in conversions. Mark also gained valuable experience as a Retirement Plan Consultant at RPG Consultants. Mark's career began at Mark Silver CPA PC, where they worked as a Junior Accountant.

Mark Naftchi, QKA®, holds a Bachelor's Degree in Accounting and Related Services from Queens College. Mark also has additional certifications including the Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries, Retirement Plan Fundamentals from the same institution, and the Series 65 certification from FINRA.