Shawn Moshier

Shawn Moshier is a Client Success Manager at Vestwell, tasked with enhancing relationships with Advisors to improve engagement with retirement plans and explore new sales opportunities. Previously, Shawn held multiple roles at Morgan Stanley, including VP of Retirement Solutions, where leadership involved onboarding and servicing corporate retirement plans and collaborating with third-party providers. Prior experience also includes roles at IBM as Managing Consultant in the Banking & Financial Markets Practice, where significant projects involved data conversion and strategic enhancements for retirement plans, as well as participation in a consulting rotational program. Shawn holds a Bachelor of Science in Financial Information & Analysis from Clarkson University.