Andrea is an Account Executive at SageView’s Irvine headquarters. In her role, Andrea provides service to our clients’ retirement plan management and administration. She is committed to developing strong relationships and delivering quality retirement plan services to our clients in the West region. As an added asset to the SageView team, Andrea is bilingual in Spanish.
Prior to joining SageView, Andrea worked as a Sales Relationship Manager at Cardtronics, in which she assisted in finalizing sales as well as managing new and existing accounts. Previously to joining Cardtronics, Andrea spent two years working for New York Life Insurance in Portland, Oregon. While at New York Life, Andrea helped her clients prepare for life’s uncertainty by safeguarding their families financial futures.
Andrea received a Bachelors in Geography from California State University Fullerton. She holds her Life & Health Insurance and Property & Casualty licenses (multiple states).