This week on our Meet the Team Q&A series we are focusing on our Office Manager, Eileen Lenahan. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click below to see the profiles for Eileen and the...
We are continuing our Meet the Team Q&A series with Jennie Santiago, our Cash Control Specialist. This week’s Q&A even includes photos Jennie in her latest theatre production! Each week we will be giving the spotlight to an ADMIN team member allowing our...
We are continuing our Meet the Team Q&A series with our Data Management & Cash Control Manager, Mike Verna. This week’s Q&A even includes photos of Mike and his gorgeous family! Each week we will be giving the spotlight to an ADMIN team member allowing our...
We are continuing our Meet the Team Q&A series with our Client Engagement Administrator, Oksana Saavedra. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click below to see the profiles for...
The ADMIN partners team is always looking at different opportunities to stay informed and connect with the community. A couple days ago, Greg Verna, our National Sales and Client Engagement Manager attended the NAPA/NTSA ERISA 403(B) Advisor Conference in Washington...
We are continuing our Meet the Team Q&A series with our National Sales and Client Engagement Manager, Greg Verna. This week’s Q&A even includes photos of Greg's new puppy, Arlo and his gorgeous family! Each week we will be giving the spotlight to an ADMIN team...