Operations Manager / Client Services
Leticia Mendoza has been with Mark J. Napolin & Associates, Inc. since 2011 and is our Office and Account Operations Manager. She is our primary contact for client and vendor relations and account and policy operations.
Leticia also handles the firm’s group retirement plans as well as individual retirement account operations. Her ongoing training in retirement accounts help us all “stay in the know” with regards to plan administration, compliance, benchmarking, and tax related issues.
Leticia’s prior career experiences have enhanced her professionalism in providing superior customer service. She holds a Series 6 Investment Company and Variable Contracts Products Representative license and a Series 63, Uniform Securities Act license and continues to improve her skills and knowledge in the securities industry in addition to practical, hands-on experience while working at our firm.
While Leticia’s responsibilities are important to the firm in managing the office, you will certainly find Leticia's smile and cheerful voice always there to welcome you. She is our “can-do” person and is glad to help with nearly any project from the basic to the complex. Don't hesitate to call Leticia!