Edna B. Sanchez
Edna Sanchez has served as office administrator for Parkman Whaling since September 2007. She is responsible for all accounts payable activities, the processing of all employee expense reports and making travel arrangements for the entire office. She provides administrative support to the Chief Compliance Officer and is responsible for managing the recordkeeping requirements for all affiliated entities. She is also responsible for managing regulatory required licensing for the firm, all registered agents and non-registered associated persons and managing the firm’s regulatory filing compliance for deadlines which include client file management, annual renewal filings, contact questionnaire filings, administrative annual filings, fidelity bond renewals, agent terminations, continuing education and distribution of internal procedures.
Prior to her employment with Parkman Whaling, Ms. Sanchez served as Sales Assistant for Assurant Health/North Star Marketing, a national health insurance firm, for thirteen years. During her tenure there, Ms. Sanchez provided administrative support to four in-house sales representatives and secondary administrative and marketing support to over 2,400 sales agents in the field. Her varied responsibilities ranged from the preparation and distribution of marketing materials to providing customer support to existing and potential clients. Ms. Sanchez also served as a liaison between sales representative and sales agents, prepared proposals for individual and group insurance policies and provided orientation for new employees.