

David Sheen ( CFO at Vestwell) on the Modern SaaS Finance Podcast
Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is David Sheen, Chief Financial Officer at Vestwell, a turnkey solution for financial advisers that provides them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one.
On this episode, David shares some insight into what has changed in managing uncertainty for finance leaders, he explores what makes building a fintech solution unique and how he partners with P/L leaders in attaining profitable growth. This is one episode you do not want to miss! Listen to the full episode for all the great insights shared.
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