With over 15 years of experience in the retirement plan industry, Andrea began her career at TRA in 2015. After assisting in numerous projects and leading her fellow Client Relationship Managers in compliance situations and complex document issues, Andrea was promoted to Document Services Manager in January 2021. In this role, she is responsible for all plan document related items, including the restatement of all of TRA’s qualified plans.
Andrea received her Bachelor of Science in Business Administration from The University of Mobile, in Mobile, AL in December 2004. Andrea also has three credentials from ASPPA: Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC), and Qualified 401(k) Administrator (QKA).
When Andrea is not in the office, she enjoys spending time with her three sons, watching them play baseball, or going to baseball games with them (especially Minor League games).
Current role
Documentation Services Manager at Accuray
Document Services Manager at Adare SEC
National Document Services Manager at Slater and Gordon Lawyers (UK)
Documentation Services Manager at ETC (Electronic Transaction Consultants)
Document Services Manager at Temporary Housing Directory