Congratulating Deanna Vecchio on her Promotion to Billing & Collection Supervisor

Published on August 13, 2012

, wants to congratulate DeAnna on her promotion to Billing and Collection Supervisor. 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.