Rollover Specialist, Betterment
Brian is Betterment’s Rollover Specialist, and is also a Customer Experience Supervisor. Blending his industry knowledge with his customer service background, Brian aims to make Betterment IRA transfers and 401(k) rollovers seamless and effortless. In his spare time you can find Brian skateboarding and drinking iced coffee.
How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.