Administrator of Self-Directed Retirement Plans Promotes Deanna Vecchio to Billing & Collection Supervisor
Tuesday, July 31, 2012 • 11:56pm
Jaime Raskulinecz, CEO of Next Generation Trust Services, LLC, has announced the promotion of DeAnna Vecchio to the position of Billing & Collection Supervisor. Vecchio, who has worked at Next Generation Trust Services for two years as an account representative and administrative assistant, will expand her client management role to head up all functions related to billing and collections for account administration fees. Next Generation Trust is a full-service administrator of self-directed retirement plans and provides comprehensive account management and transaction support to individuals who direct their own retirement investments and make all their own investment decisions.
“DeAnna has proven herself to be a valuable member of the Next Generation Trust Services team over the past two years. In acknowledgment of her hard work, dedication, and the great job she’s done in this area and others, DeAnna is now taking the lead on all billing and collections matters in a supervisory role,” said Raskulinecz.
As Billing & Collection Supervisor, Vecchio creates monthly invoices, manages and collects client account fees, and handles all credit card charges and receipting of all payments for asset administration fees. Transaction-related fees are generally handled at the time of the transactions.
Vecchio, who has a business management degree from Pace University, had previously been responsible for routing and organizing all the client transaction documents to expedite their self-directed investments and ensure their accuracy. Because of her focus on client education she has often been the first person new clients speak to about their self-directed investment process.
Raskulinecz added that Vecchio’s experience in the company will be put to good use training new staff members on administrative functions as well as talking with clients about their transactions.
“We have been growing and adding new staff this year,” noted Raskulinecz, “so we are lucky to have an experienced pro like DeAnna to help new team members—and our clients—gain a better understanding of nontraditional investments and how to handle clients’ transactions.” Self-directed retirement plans allow for a diverse array of alternative investments that regular retirement accounts prohibit; these include real estate, precious metals, loans, mortgages, private placements, and much more.
For more information about the types of nontraditional investments allowed in self-directed retirement plans, go to www.NextGenerationTrust.com, call (973) 533-1880, or e-mail Info@NextGenerationTrust.com.