Personal Information
Organização/Local de trabalho
San Francisco Bay Area, CA United States
Site
www.boulevardr.com
Sobre
Retiremap measurably improves employee financial wellness by empowering retirement plan advisors with a highly customized platform.
Unlike past approaches, Retiremap’s full-service, branded solution is advisor-focused for greater impact. By pro-actively engaging and holistically assessing employees, Retiremap provides custom next steps for both the advisor and employee.
Prior to Retiremap, Matt worked with one of California's leading consumer advocates who founded and ran Consumers Union's West Coast office for 25 years.
Prior to that, Matt had the privilege of receiving a Human Rights Fellowship from UC Berkeley to work with street children and AIDS orphans in Lusaka, Zambia to crea.
Marcadores
education
services
compliance
automation
retirement
financial
participant
plans
Ver mais
Apresentações
(2)Personal Information
Organização/Local de trabalho
San Francisco Bay Area, CA United States
Site
www.boulevardr.com
Sobre
Retiremap measurably improves employee financial wellness by empowering retirement plan advisors with a highly customized platform.
Unlike past approaches, Retiremap’s full-service, branded solution is advisor-focused for greater impact. By pro-actively engaging and holistically assessing employees, Retiremap provides custom next steps for both the advisor and employee.
Prior to Retiremap, Matt worked with one of California's leading consumer advocates who founded and ran Consumers Union's West Coast office for 25 years.
Prior to that, Matt had the privilege of receiving a Human Rights Fellowship from UC Berkeley to work with street children and AIDS orphans in Lusaka, Zambia to crea.
Marcadores
education
services
compliance
automation
retirement
financial
participant
plans
Ver mais