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. DeAnna continues her education by attending seminars and conferences every year. In 2016 her last name changed and a year later she became a mom. She spends her free time chasing a toddler, couponing, and planning her next getaway.
VP of Operations