Vestwell
Tory Getz has a diverse work experience in the financial industry. They started their career as a Sales Support Intern at John Hancock Financial Services in 2013. In 2014, they joined John Hancock and worked as a Consolidation Specialist before transitioning to the role of an Internal Sales Consultant in the Core Market. In 2020, they joined Invesco US as a Regional Advisor Consultant. In 2022, they advanced their career and became a Vice President of Client Experience Management at BlackRock. Currently, Tory works as an Internal Sales Lead, East Division at Vestwell, starting in 2023.
Tory Getz holds a Bachelor's Degree in Marketing and Finance from West Chester University of Pennsylvania. They also have certifications in Series 63 and Series 7 from FINRA.
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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.