Andrea Marie Trudeau

Current Employers

Employment History

• 07/1988 → Present
  Massachusetts Mutual Life Insurance Comp
  San Jose, CA
• 02/1999 → 12/2016
  Foothill Securities
  Los Alto, CA
• 07/2012 → Present
  Abd Insurance & Financial Services, Inc.
  San Jose, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  San Jose, CA
• 12/2016 → 06/2024
  Securities America Advisors
  San Jose, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Jose, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Jose, CA

Previous Registrations

• 2016-12-09 → 2024-06-14
  Securities America Advisors, Inc.
  San Jose, CA
  San Jose, CA
• 2016-12-08 → 2016-12-09
  Arbor Point Advisors
  Lavista, NE
• 2000-06-23 → 2016-12-08
  Foothill Securities, Inc.
  San Jose, CA
  San Jose, CA
  Santa Clara, CA
  Santa Clara, CA

Other Businesses

1.SECURITIES AMERICA ADVISORS POSITION: advisor NATURE: SECURITIES AMERICA ADVISORS-IAR-INVESTMENT ADVISORY-INVESTMENT RELATED-START DATE 12/2016 LOCATED 5448 THORNWOOD DR. STE. 200; SAN JOSE, CA 95123 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2016 ADDRESS: 4990 Speak Lane Suite 260, San Jose CA 95118, United States DESCRIPTION: advisory 2.NEWFRONT POSITION: EVP NATURE: ABD Insurance merged with Newfront on August 19, 2021. ABD is now known as Newfront. This remains an Employee Benefits, and Property Casualty consulting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 95 START DATE: 08/19/2021 ADDRESS: 777 Mariners Island Blvd., Suite 250, San Mateo CA 94404, United States DESCRIPTION: I am a benefits consultant. I help employers design their employee benefits programs. I am also a shareholder of Newfront. This is just a rebranding, and naming of ABD Insurance & Financial Services, Inc. 3.ABD INSURANCE & FINANCIAL SERVICES, INC. POSITION: EVP NATURE: Insurance Brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 05/01/1994 ADDRESS: 777 Mariners Island Blvd. 250, Suite 100, San Mateo CA 94404, United States DESCRIPTION: Working with Client Companies to place their Employee benefits- which inclusdes assesing current situation, marketing plans and implementing the plans. Products includeGroup Medical InsuranceGroup Dental InsuranceGroup VisionGroup Life, AD& D, STD, LTDVoluntary Life InsuranceVoluntary Products 4.WTW POSITION: Managing Director NATURE: Public C Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2026 ADDRESS: 777 Mariners Island Blvd, Suite 250, San Mateo CA 94404, United States DESCRIPTION: Consulting with business to help structure benefit programs. Once the benefit structure is decided upon, then we produce employee communications for education around open enrollment, and support annually Newfront which is on my OBA and U4 form was acquired by WTW. The work and activity remains the same just under a new employer.

Designations

Other Names

• Andrea Marie Tonelli