About
She spent four years at Vestwell, rising from VP of Retirement Services to VP of Product, after five years directing retirement services at Betterment. Her earlier career includes roles at Multnomah Group, DWC - The 401(k) Experts, and Jim Hallinan Pension Consulting, and she holds the CFP, CPFA, and QPA designations.
Co-Founder & COO at Aboon
Intro paths
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In turn, Amy can intro founders to Aboon's investors below.
Aboon's investors · 4
Co-founders at Aboon
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Nick GavronskyCo-Founder & CEO
Experience
- AboonCo-Founder & COOcurrent2024 — present
- VestwellVP, Product2022 — 2024
- VestwellSVP, Retirement Services2021 — 2022
- VestwellVP, Retirement Services2020 — 2021
- BettermentDirector of Retirement Services2015 — 2020New York City Metropolitan Area
- Multnomah Group, Inc.Investment Consultant2014 — 2015Portland, OR
- DWC - The 401(k) ExpertsPrincipal2010 — 2014
- Jim Hallinan Pension Consulting, LLCClient Manager2007 — 2010West Hartford, CT
- Sebach & Associates, Inc.Pension Administrator / Assistant2003 — 2006Norfolk, CT
Skills & more
401(k) Retirement Savings PlansStakeholder ManagementProduct ManagementERISARetirement401kPensionsProfit SharingRetirement PlanningDefined ContributionPension AdministrationRetirement Plan Consulting
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Qualified Retirement PlansSmall BusinessFinancial ServicesEmployee BenefitsInvestmentsMutual Funds- Certified Plan Fiduciary Advisor (CPFA) — American Retirement Association
- Tax-Exempt & Governmental Plan Consultant (TGPC) — American Society of Pension Professionals and Actuaries
- CERTIFIED FINANCIAL PLANNER® certificant — CFP Board
- Enrolled Retirement Plan Agent (ERPA) — Internal Revenue Service
- Qualified 401(k) Administrator (QKA) — American Society of Pension Professionals and Actuaries
- Qualified Pension Administrator (QPA) — American Society of Pension Professionals and Actuaries
From Amy's professional profile.
Frequently asked questions
- Who is Amy Ouellette?
- She spent four years at Vestwell, rising from VP of Retirement Services to VP of Product, after five years directing retirement services at Betterment. Her earlier career includes roles at Multnomah Group, DWC - The 401(k) Experts, and Jim Hallinan Pension Consulting, and she holds the CFP, CPFA, and QPA designations.
- Where does Amy Ouellette work?
- Amy Ouellette is Co-Founder & COO of Aboon.
- What companies did Amy Ouellette found?
- Amy Ouellette founded Aboon.
- Where did Amy Ouellette go to school?
- Amy Ouellette studied at The Wharton School (Bachelor of Science (B.S.), Business Administration and Management, General).
Same school
Also attended The Wharton School1,557
Fred WilsonCo-founder & Partner at Union Square VenturesSarah GuoFounder & General Partner of ConvictionJosh KopelmanFounder and Partner at First Round CapitalAydin SenkutFounder & Managing Partner at FelicisKunal BahlCo-founder of Snapdeal; co-founder of Titan CapitalJack AbrahamFounder, CEO & Managing Partner of Atomic
+ 1,551 more
Shared employers
Also worked at Aboon2
Also worked at Vestwell9
Lex ZhaoManaging Partner at One Way VenturesLogan AllinManaging Partner & Founder at Fin CapitalMatthew MannGeneral Partner at Fin CapitalBrooks GibbinsManaging Partner at FinTech CollectiveBen MalkaVenture Partner at Cota CapitalSean Sang Sub LeeInvestment Director at Prosperity7 Ventures
+ 3 more
Also worked at Betterment13
Chris BischoffInvestment Team at General CatalystAJ NyboMarketing Coordinator at March Capital PartnersJosh JagotaPrincipal at Alpaca VCDustin LucienFormer COO at Betterment at PICUS CAPITALAllen MillerPartner at Oak HC/FTMike MaManaging Partner at Sidecut Ventures
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+ 7 more