Mark Naftchi

Mark Naftchi

Director, Client Success at Vestwell
New York, New York, United States

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Work Experience

Vestwell

Director, Client Success

2022-10-01 - Present

USI Consulting Group

Retirement Plan Operations Consultant

2017-11-01 - 2021-02-01

RPG Consultants

Retirement Plan Consultant - Conversion Specialist

2015-03-01 - 2017-10-01

Mark Silver CPA PC

Junior Accountant

2013-04-01 - 2015-03-01

Skills

financial services small & medium businesses financial technology micro-enterprises finance 401 403 ira rollovers retirement planning financial advisors defined contribution plan

Languages

No Languages Available