VP of Operations
DeAnna has worked at Next Generation since 2010, starting as an account specialist. In that role, she helped clients open new accounts, process transactions properly and educate clients about self-direction. Today, as VP of operations, DeAnna ensures our clients receive top notch service. She oversees day to day processes working with clients’ retirement accounts to ensure proficiency, accuracy, and efficiency. As the company continues to grow, she remains focused on keeping policies and procedures current while training newer staff as they develop.
DeAnna graduated with a bachelor’s degree in business administration from Pace University in 2009. In 2015 she completed a paralegal certification program at Fairleigh Dickinson University, successfully achieving certified paralegal status and membership to NALA. Recently she became a working mother and tries to connect with other moms creating a support network for each other to rely on.