client success manager at vestwell@ Vestwell
Wayne, Pennsylvania, United States
Joseph Milano
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Saint John's University
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FlashIntel GPTJoseph Milano is a highly experienced TPA Strategic Account Manager at Ascensus with over 31 years of work experience. He has a strong background in 401k, retirement plan consulting, and relationship management. Joseph has worked at ATR in France as a Director and at Vestwell in the United States as a Client Success Manager. He is skilled in accounting and finance and has a proven track record in managing client relationships. Joseph is based in the United States.
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About
TPA Strategic Account Manager at Ascensus
Work Experience
client success manager at vestwell
Financial Services
Joseph Milano's Professional Milestones
- Director (1992-09-01~2013-12-01): Implementing strategic initiatives to drive company growth and establish a strong market presence.
- Relationship Manager (2014-02-01~): Building strong relationships with clients, resulting in increased productivity and market penetration.
Education
Skill
401k
Retirement Plan Consulting
Qualified Retirement Plans
Relationship Management
Accounting
Finance
Certification
Colleagues
Aaron Schumm
Founder | Chief Executive Officer
Michelle Tran
Founder | Growth And Revenue Leader | Fintechs Acceleration | Top 100 Women In Fintech
Rob Molchon
Chief Technology Officer
Jonathan Mark
chief operating officer @ vestwell
Jonathan Ferrara
Chief Operating Officer | Head Of Custody Platform Solutions
Other Named Joseph Milano
Frequently asked questions
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Joseph Milano's social media include: Linkedin,
Joseph Milano works for Vestwell
Joseph Milano's role in Vestwell is client success manager at vestwell
Joseph Milano works in the industry of Financial Services
Joseph Milano's colleagues are Aaron Schumm,Michelle Tran,Rob Molchon
Joseph Milano's latest job experience is client success manager at vestwell at Vestwell
Joseph Milano's latest education in Saint John's University
