Stephen Mandel

Stephen Mandel has a diverse work experience in the financial industry. Stephen currently holds the position of Vice President, Special Markets at Vestwell since January 2024. Prior to this, they served as a Regional Vice President at Vestwell starting in April 2023. Before joining Vestwell, Stephen worked at Seleskie Financial as a Retirement Plan Specialist from August 2022 to April 2023. Stephen also held the role of Regional Vice President at CUNA Mutual Group from January 2019 to August 2022. Stephen's earlier experience includes working as a Regional Sales Manager at Milliman from June 2012 to December 2018 and as a Regional Vice President at Mandel & Associates, Gardner & White from June 2001 to June 2012. Stephen began their career at Esultants Web Services as a Client Development professional from January 2000 to June 2001.

Stephen Mandel, AIF®, CRPS®, NQPA®, obtained a degree in Sociology from the University of Minnesota in 2002. In addition to their education, they have acquired certifications such as Accredited Investment Fiduciary (AIF) from Fi360 (now Broadridge), Chartered Retirement Plans Specialist (CRPS) from the College for Financial Planning, and ESG(k) and NQPA certifications from the National Association of Plan Advisors. Stephen has also obtained Series 6 and Series 63 certifications from FINRA.