Sandi McDonnell

Sandi McDonnell is a seasoned professional with extensive experience in financial services and operations management. Currently serving as a Licensed Wholesaler for 46Financial, LLC and Insmax since April 2023, Sandi has been in this role since June 2014, specializing in building relationships between banks and insurance companies to develop financial solutions. Additionally, Sandi holds the position of Director of Operations at Truebridge Financial Marketing, managing Sales, Marketing, HR, and client support services for approximately 150 accounts. Previous roles include Senior Participant Accountant at ING, Administrative Assistant to a CERTIFIED FINANCIAL PLANNER™, and various administrative positions across several financial firms. Sandi's educational background includes studies at Massasoit Community College and the American Institute of Banking.