Providing Easy Access to Workplace Savings with Michelle Tran
A secure retirement doesn’t just happen. It needs to start with planning and saving early. People are becoming increasingly aware of the importance of retirement savings as they age but still fail to save enough. While there are several reasons for this, others simply do not have easy access to a retirement savings plan at work.
In this episode, Jack talks with Michelle Tran, SVP & Head of Enterprise Sales at Vestwell. Passionate about all things fintech and wealthtech, Michelle is a growth and sales leader with success in growing businesses and teams. She is a fintech and wealthtech leader supporting women in the industry and helping end investors and small business owners fulfill their financial legacies.
As one of the top 100 women in fintech, Michelle talks with Jack about the important role that workplace retirement business plays in educating and guiding new investors, the convergence of workplace retirement and wealth management, and her commitment to empowering women in fintech.