Robert (Bob) L. Sansone
Bob serves as President and CEO of iTrust Advisors LLC. Prior to this he was the Executive Director of Recruiting for AXA-Equitable. He has spent almost 40 years in the life insurance industry as an Insurance and Marketing executive in positions covering almost all aspects of retail financial services distribution. He was also a very successful personal producing agent for 25 years. Bob has focused much of his energy on assisting producer group caliber producers in the implementation of various business endeavors and support strategies.
Vanessa J. Ott, ACS
As the Director of Operations, Vanessa is responsible for relationship building, new producer’s welcome and initial set-up, troubleshooting and problem solving unique or unusual situations that are encounter. She is responsible for the coordination of licensing, contracting and accuracy of compensation scheduling, payments, statement production and auditing. Prior to joining iTrust Advisors, she was the Assistant Vice President of Customer Service for AXA-Equitable accountable for the MONY and Charlotte Life Contact Centers. Vanessa has vast leadership, management and inforce customer service experience focused on improving the customer (advisor and client) experience, resolving customer complaints, streamlining inforce service processing, working with diverse teams to plan and implement new technology projects while supporting the corporate strategies for The MONY Group and AXA –Equitable.
Zachary (Zach) M. Davis
As an Analytics Manager, Zach oversees and is responsible for coordination of permanent life insurance quotes and comparison summaries, plus fixed and indexed annuity quotes. Using the information provided by producers about their clients, their objectives/goals, he looks for the best carrier and client options for presentation. In addition, Zach coordinates marketing releases, completes carrier licensing, contracting, commission payment processing and ensures accurate compensation schedule are kept up-to-dates so our downline producers are paid accurately. A graduate of SUNY Oswego with a background working in customer service, Zach has been an iTrust team member since January, 2015.