Transamerica Capital Management
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Transamerica Capital Management Employees
Employee
Years
Job
Industry
Harline John Harline John's Transamerica Capital Management Experience January 2008 - October 2012
Job Founder, Managing Partner, Elysian Capital Markets Group, LLC
Industry Investment Management
Experience
Elysian Capital Markets Group,LLC September 2014 - Present
Vertical Capital Markets Group, LLC February 2013 - July 2014
Transamerica Capital Management January 2008 - October 2012
Transamerica Capital Management January 2008 - October 2012
ING Group May 1997 - December 2007
Skills
Alternative Investments, Asset Allocation, Investments, Management, Retirement, Retirement Planning, Wealth Management, Variable Annuities, Financial Advisory, Mutual Funds, Asset Managment, Portfolio Management, Series 63, Series 7, Securities, Structured Finance, Investment Banking, Options, Asset Management, Hedge Funds, Asset, Fixed Annuities, Financial Services, Series 6, Product Marketing, 401k, Sales Management, Investment Advisory, Contract Negotiation, Product Design
Education
UC Irvine 1997 — 1999
BA Economics, Management
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Management
Elysian Capital Markets Group,LLC September 2014 - Present
Vertical Capital Markets Group, LLC February 2013 - July 2014
Transamerica Capital Management January 2008 - October 2012
Transamerica Capital Management January 2008 - October 2012
ING Group May 1997 - December 2007
Skills
Alternative Investments, Asset Allocation, Investments, Management, Retirement, Retirement Planning, Wealth Management, Variable Annuities, Financial Advisory, Mutual Funds, Asset Managment, Portfolio Management, Series 63, Series 7, Securities, Structured Finance, Investment Banking, Options, Asset Management, Hedge Funds, Asset, Fixed Annuities, Financial Services, Series 6, Product Marketing, 401k, Sales Management, Investment Advisory, Contract Negotiation, Product Design
Education
UC Irvine 1997 — 1999
BA Economics, Management
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Management
Greg Farley Greg Farley's Transamerica Capital Management Experience September 2007 - Present
Job Financial Services Professional/Wholesaler
Industry Financial Services
Experience
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Transamerica Capital Management September 2007 - Present
Sun Life Financial February 2006 - June 2007
SECURIAN Financial Group February 2002 - February 2006
Allstate Financial Services December 1998 - February 2002
AXA Distributors 1997 - 1999
Fortis Financial Group 1996 - 1998
OppenheimerFunds 1990 - 1995
Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities
Education
University of St. Thomas 1980 — 1983
BA, Journalism
The University of North Dakota 1979 — 1980
Transferred, Journalism/Finance
Vaibhav Chauhan Vaibhav Chauhan's Transamerica Capital Management Experience January 2013 - April 2014
Job Vice President at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank (Front Office) April 2014 - Present
Transamerica Capital Management January 2013 - April 2014
University of Michigan July 2011 - December 2012
ITG May 2012 - July 2012
JC Trading Group April 2012 - May 2012
Royal Bank of Scotland 2010 - 2011
Tribal Fusion 2007 - 2010
Tavant Technologies 2006 - 2007
Skills
Options Pricing, Stochastic Processes, Fixed Income, Risk Management, Investment Strategies, International Finance, Statistics, Matlab, SQL, Probability, JavaScript, Algorithms, Java, C++, SAS, Trading, Programming, Optimization, Portfolio Management, VBA, Analysis, Quantitative Finance, Numerical Analysis, Derivatives, Monte Carlo Simulation, Options, Simulations, R, Mathematical Modeling, Quantitative Analytics, Machine Learning, Trading Strategies, Financial Engineering, Time Series Analysis, Perl, Data Mining, Python
Education
University of Michigan 2011 — 2012
Masters in Financial Engineering, Financial Engineering
Indian Institute of Technology, Roorkee 2002 — 2006
Bachelors of Technology, Engineering
Barclays Investment Bank (Front Office) April 2014 - Present
Transamerica Capital Management January 2013 - April 2014
University of Michigan July 2011 - December 2012
ITG May 2012 - July 2012
JC Trading Group April 2012 - May 2012
Royal Bank of Scotland 2010 - 2011
Tribal Fusion 2007 - 2010
Tavant Technologies 2006 - 2007
Skills
Options Pricing, Stochastic Processes, Fixed Income, Risk Management, Investment Strategies, International Finance, Statistics, Matlab, SQL, Probability, JavaScript, Algorithms, Java, C++, SAS, Trading, Programming, Optimization, Portfolio Management, VBA, Analysis, Quantitative Finance, Numerical Analysis, Derivatives, Monte Carlo Simulation, Options, Simulations, R, Mathematical Modeling, Quantitative Analytics, Machine Learning, Trading Strategies, Financial Engineering, Time Series Analysis, Perl, Data Mining, Python
Education
University of Michigan 2011 — 2012
Masters in Financial Engineering, Financial Engineering
Indian Institute of Technology, Roorkee 2002 — 2006
Bachelors of Technology, Engineering
William Waldie Jr. William Waldie Jr.'s Transamerica Capital Management Experience March 1980 - January 2011
Job President at William Waldie Consulting, LLC
Industry Insurance
Experience
William Waldie Consulting, LLC January 2011 - Present
Transamerica Capital Management March 1980 - January 2011
Transamerica Capital Management 1976 - January 2011
Skills
Annuity, Retirement, Insurance, Research, Retirement Planning, Annuities, ERISA, P&L Management, Government Affairs, Estate Planning, Thought Leadership, Strategic Planning, Legislative, Sales Management, Product Development, Expansion, Risk, Team Building, New Business Development, Compliance, Process Improvement, Consultative Selling, Ethics, Public Speaking, Change Management, Coaching, Product Management, Competitive Analysis, Negotiation, Business Management, Customer Relations, Budgeting, Analysis, Problem Solving, Production, Time Management, Mutual Funds, Fixed Annuities, Management, Market Research, Government, Training, Financial Advisory
Education
Coe College 1969 — 1973
BS, Psychology with minor in Science
William Waldie Consulting, LLC January 2011 - Present
Transamerica Capital Management March 1980 - January 2011
Transamerica Capital Management 1976 - January 2011
Skills
Annuity, Retirement, Insurance, Research, Retirement Planning, Annuities, ERISA, P&L Management, Government Affairs, Estate Planning, Thought Leadership, Strategic Planning, Legislative, Sales Management, Product Development, Expansion, Risk, Team Building, New Business Development, Compliance, Process Improvement, Consultative Selling, Ethics, Public Speaking, Change Management, Coaching, Product Management, Competitive Analysis, Negotiation, Business Management, Customer Relations, Budgeting, Analysis, Problem Solving, Production, Time Management, Mutual Funds, Fixed Annuities, Management, Market Research, Government, Training, Financial Advisory
Education
Coe College 1969 — 1973
BS, Psychology with minor in Science
Nicolette (Roig) Eaves Nicolette (Roig) Eaves's Transamerica Capital Management Experience September 2005 - June 2009
Job Owner at Sparrow Event Planning
Industry Events Services
Experience
Sparrow Event Planning October 2011 - Present
CoBank November 2009 - May 2014
TRANSAMERICA CAPITAL MANAGEMENT September 2005 - June 2009
QUIZNOS MASTER, LLC October 2003 - August 2005
Skills
Event Management, Event Planning, Budgets, Trade Shows, Management, Marketing, Marketing Communications, Training, Customer Service, Sales
Education
Colorado State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Standley Lake High School 1995 — 1997
Diploma, General
Sparrow Event Planning October 2011 - Present
CoBank November 2009 - May 2014
TRANSAMERICA CAPITAL MANAGEMENT September 2005 - June 2009
QUIZNOS MASTER, LLC October 2003 - August 2005
Skills
Event Management, Event Planning, Budgets, Trade Shows, Management, Marketing, Marketing Communications, Training, Customer Service, Sales
Education
Colorado State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
Standley Lake High School 1995 — 1997
Diploma, General
Gary Cliff Gary Cliff's Transamerica Capital Management Experience December 2011 - Present
Job Experienced Software Developer and System Administrator
Industry Telecommunications
Experience
Transamerica Capital Management December 2011 - Present
TEKsystems September 2008 - December 2008
Verizon February 2006 - October 2008
Verizon Business February 2006 - October 2008
Pearson March 2003 - August 2004
Mci June 1998 - February 2003
Mci June 1998 - February 2003
Tek Systems / Verizon Business January 2000 - January 2001
Skills
Databases, Java, Linux, Microsoft SQL Server, MySQL, Perl, Requirements Analysis, SQL, Web Services, XML, Troubleshooting, Testing, Microsoft Excel, Visio, Web Development, Java Enterprise Edition, Integration, SDLC
Education
Kirkwood Community College 1996 — 1998
Associates, Computer Sicence
Transamerica Capital Management December 2011 - Present
TEKsystems September 2008 - December 2008
Verizon February 2006 - October 2008
Verizon Business February 2006 - October 2008
Pearson March 2003 - August 2004
Mci June 1998 - February 2003
Mci June 1998 - February 2003
Tek Systems / Verizon Business January 2000 - January 2001
Skills
Databases, Java, Linux, Microsoft SQL Server, MySQL, Perl, Requirements Analysis, SQL, Web Services, XML, Troubleshooting, Testing, Microsoft Excel, Visio, Web Development, Java Enterprise Edition, Integration, SDLC
Education
Kirkwood Community College 1996 — 1998
Associates, Computer Sicence
Connor Hogan Connor Hogan's Transamerica Capital Management Experience March 2009 - Present
Job Regional Vice President at Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital Management March 2009 - Present
Van Kampen Investments 1996 - January 2009
DWS Investments 1993 - 1996
United States Air Force 1988 - 1995
Skills
Mutual Funds, 401k, Series 63, Series 7, Investments, Fixed Annuities, Series 6, Retirement Planning, Series 65, ETFs, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Closed-end Funds, Asset Managment, Securities, Investment Advisory, Investment Strategies, Series 24
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Finance
Transamerica Capital Management March 2009 - Present
Van Kampen Investments 1996 - January 2009
DWS Investments 1993 - 1996
United States Air Force 1988 - 1995
Skills
Mutual Funds, 401k, Series 63, Series 7, Investments, Fixed Annuities, Series 6, Retirement Planning, Series 65, ETFs, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Closed-end Funds, Asset Managment, Securities, Investment Advisory, Investment Strategies, Series 24
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Finance
Sean Carter Sean Carter's Transamerica Capital Management Experience November 2007 - December 2012
Job Mountain Financial, LLC
Industry Financial Services
Experience
Mountain Financial, LLC February 2013 - Present
Transamerica Capital Management November 2007 - December 2012
Transamerica Capital Management October 2005 - November 2007
Janus Capital Group November 2003 - October 2005
Education
University of New Hampshire 1998 — 2002
BS, Business Administration
Oyster River High School
Mountain Financial, LLC February 2013 - Present
Transamerica Capital Management November 2007 - December 2012
Transamerica Capital Management October 2005 - November 2007
Janus Capital Group November 2003 - October 2005
Education
University of New Hampshire 1998 — 2002
BS, Business Administration
Oyster River High School
Thomas A. Swank, CFA Thomas A. Swank, CFA's Transamerica Capital Management Experience May 2009 - July 2014
Job President & CEO at American Enterprise Group
Industry Insurance
Experience
American Enterprise Group April 2015 - Present
Aegon Asset Management July 2014 - February 2015
Transamerica--Individual Savings & Retirement November 2010 - July 2014
Transamerica Capital Management May 2009 - July 2014
Security Benefit Corporation December 2007 - January 2009
Security Benefit Corporation November 2006 - December 2007
Security Benefit Corporation August 2003 - November 2006
Security Benefit Corporation December 2000 - September 2003
Security Benefit Corporation June 1997 - December 2000
Security Benefit Corporation November 1992 - May 1997
Skills
Risk Management, Asset Allocation, Investments, Finance, Asset Management, Mutual Funds, Portfolio Management, Leadership Development, Strategy, Asset Managment, Insurance, Organizational..., Strategic Leadership, Product Management, Financial Modeling, Managerial Finance, Distribution Management, Financial Management
Education
University of Colorado at Denver 1983 — 1986
Master of Business Administration (M.B.A.), Marketing
Miami University 1979 — 1982
BS, Business--Finance
American Enterprise Group April 2015 - Present
Aegon Asset Management July 2014 - February 2015
Transamerica--Individual Savings & Retirement November 2010 - July 2014
Transamerica Capital Management May 2009 - July 2014
Security Benefit Corporation December 2007 - January 2009
Security Benefit Corporation November 2006 - December 2007
Security Benefit Corporation August 2003 - November 2006
Security Benefit Corporation December 2000 - September 2003
Security Benefit Corporation June 1997 - December 2000
Security Benefit Corporation November 1992 - May 1997
Skills
Risk Management, Asset Allocation, Investments, Finance, Asset Management, Mutual Funds, Portfolio Management, Leadership Development, Strategy, Asset Managment, Insurance, Organizational..., Strategic Leadership, Product Management, Financial Modeling, Managerial Finance, Distribution Management, Financial Management
Education
University of Colorado at Denver 1983 — 1986
Master of Business Administration (M.B.A.), Marketing
Miami University 1979 — 1982
BS, Business--Finance
Joseph Raskauskas, Jr. Joseph Raskauskas, Jr.'s Transamerica Capital Management Experience August 2008 - January 2010
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital October 2013 - Present
JCR Properties August 2012 - September 2013
Webtab, Inc. May 2011 - August 2012
Transamerica Capital Management August 2008 - January 2010
American Brokers Conduit June 2005 - August 2007
Skills
Team Leadership, Sales Management, Project Management, Account Management, Event Management, Operations Management, Leadership, Marketing Strategy, Social Media Marketing, Sales, Sales Presentations, Presentations, Client Presentation, Client Development, Business Development, Relationship Management, Building Relationships, Social Media Advertising, Social Media, Microsoft Office, Promotions, Event Planning, Sales Operations, Finance, Financial Analysis, Financial Accounting, Managerial Finance, Real Estate Financing, Communication Skills, Analytical Skills, Analytic Thinking, Solution Implementation, Salesforce.com, Competitive Analysis, Customer Service, Strategy, Product Development, Contract Negotiation, Analysis, CRM, Management, Marketing, Forecasting, B2B, Budgets
Education
University of Denver - Daniels College of Business 2010 — 2012
Professional MBA
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance
Griffith University 2003 — 2003
Bachelor's Degree
Georgetown Preparatory School 1996 — 2000
High School
Personal Capital October 2013 - Present
JCR Properties August 2012 - September 2013
Webtab, Inc. May 2011 - August 2012
Transamerica Capital Management August 2008 - January 2010
American Brokers Conduit June 2005 - August 2007
Skills
Team Leadership, Sales Management, Project Management, Account Management, Event Management, Operations Management, Leadership, Marketing Strategy, Social Media Marketing, Sales, Sales Presentations, Presentations, Client Presentation, Client Development, Business Development, Relationship Management, Building Relationships, Social Media Advertising, Social Media, Microsoft Office, Promotions, Event Planning, Sales Operations, Finance, Financial Analysis, Financial Accounting, Managerial Finance, Real Estate Financing, Communication Skills, Analytical Skills, Analytic Thinking, Solution Implementation, Salesforce.com, Competitive Analysis, Customer Service, Strategy, Product Development, Contract Negotiation, Analysis, CRM, Management, Marketing, Forecasting, B2B, Budgets
Education
University of Denver - Daniels College of Business 2010 — 2012
Professional MBA
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance
Griffith University 2003 — 2003
Bachelor's Degree
Georgetown Preparatory School 1996 — 2000
High School
David Reynolds CRPC's Transamerica Capital Management Experience February 2007 - Present
Job Regional VP / Wholesaler Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital Management February 2007 - Present
Genworth Financial 2005 - 2007
CCO Investment Services 2003 - 2005
MFS Investment Management 1997 - 2003
Skills
Series 63, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Series 6, Series 7, Variable Annuities, Series 24, Series 65, Asset Allocation, FINRA
Education
The Catholic University of America 1993 — 1997
BA, Political Science
Transamerica Capital Management February 2007 - Present
Genworth Financial 2005 - 2007
CCO Investment Services 2003 - 2005
MFS Investment Management 1997 - 2003
Skills
Series 63, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Series 6, Series 7, Variable Annuities, Series 24, Series 65, Asset Allocation, FINRA
Education
The Catholic University of America 1993 — 1997
BA, Political Science
Karen Alvarado's Transamerica Capital Management Experience August 2006 - January 2010
Job AVP Technology Compliance & Audit at Pacific Life Insurance Company
Industry Government Relations
Experience
Pacific Life Insurance Company November 2012 - Present
Alvarado&Associates May 2012 - November 2012
IRI January 2010 - April 2012
Transamerica Capital Management August 2006 - January 2010
AEGON August 2006 - January 2010
Pacific Life 1996 - 2006
Delta Life and Annuity Company August 1989 - August 1996
Skills
Insurance, Risk Management, Securities, Sales, Financial Services, Fixed Annuities, Leadership, Auditing, Human Resources, Mutual Funds, Health Insurance, Employee Benefits, Investments
Education
The University of Memphis
Pacific Life Insurance Company November 2012 - Present
Alvarado&Associates May 2012 - November 2012
IRI January 2010 - April 2012
Transamerica Capital Management August 2006 - January 2010
AEGON August 2006 - January 2010
Pacific Life 1996 - 2006
Delta Life and Annuity Company August 1989 - August 1996
Skills
Insurance, Risk Management, Securities, Sales, Financial Services, Fixed Annuities, Leadership, Auditing, Human Resources, Mutual Funds, Health Insurance, Employee Benefits, Investments
Education
The University of Memphis
Chris Tredinnick's Transamerica Capital Management Experience September 2007 - January 2009
Job Sales and Business Development Leader
Industry Financial Services
Experience
Kettlicious Enterprises 2010 - Present
Nationwide Financial April 2012 - January 2013
Security Benefit October 2010 - April 2012
Transamerica Capital Management September 2007 - January 2009
Jackson National Life November 2006 - September 2007
Security Benefit February 2003 - November 2006
Allmerica Financial February 1997 - October 2002
Putnam Investments 1992 - 1995
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Retirement, 401k, Series 63, Wealth Management, Wholesale, Wholesaling, IRAs, Retirement Planning, Asset Allocation, Public Speaking, Marketing, Annuities, Series 6, Alternative Investments, Face-to-face Marketing, Sales Management, Sales, Sales Process, Marketing Strategy, Product Marketing, Product Presentation, Product Knowledge, Market Penetration, New Market Growth, New Business Development, Business Growth..., Market Analysis, Territory Growth, Territory Management, Territory Penetration, Strategic Planning, Strategic Communications, Team Leadership
Education
Keene State College 1980 — 1984
B.S., Management, concentration: Production
Kettlicious Enterprises 2010 - Present
Nationwide Financial April 2012 - January 2013
Security Benefit October 2010 - April 2012
Transamerica Capital Management September 2007 - January 2009
Jackson National Life November 2006 - September 2007
Security Benefit February 2003 - November 2006
Allmerica Financial February 1997 - October 2002
Putnam Investments 1992 - 1995
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Retirement, 401k, Series 63, Wealth Management, Wholesale, Wholesaling, IRAs, Retirement Planning, Asset Allocation, Public Speaking, Marketing, Annuities, Series 6, Alternative Investments, Face-to-face Marketing, Sales Management, Sales, Sales Process, Marketing Strategy, Product Marketing, Product Presentation, Product Knowledge, Market Penetration, New Market Growth, New Business Development, Business Growth..., Market Analysis, Territory Growth, Territory Management, Territory Penetration, Strategic Planning, Strategic Communications, Team Leadership
Education
Keene State College 1980 — 1984
B.S., Management, concentration: Production
Dustin Payne's Transamerica Capital Management Experience 2006 - May 2012
Job Vice President, Marketing at Transamerica
Industry Financial Services
Experience
Transamerica Investments & Retirement May 2012 - Present
Transamerica Capital Management 2006 - May 2012
Transamerica Capital Management 2004 - 2006
ING Financial Partners 2001 - 2004
USBancorp Investments 1999 - 2001
Skills
Mutual Funds, Series 63, Series 7, Marketing, Separately Managed..., Series 24, Sales Management, Series 6, Asset Allocation, Training, Sales, Sales & Marketing..., Variable Annuities, Marketing Strategy, Strategic Planning, Investment Promotion, Production Management, Management, UCITS, Email Marketing, Investments, Retirement Planning, Financial Services, Leadership, Fixed Annuities
Education
The University of North Dakota
B.S., Financial Management
Transamerica Investments & Retirement May 2012 - Present
Transamerica Capital Management 2006 - May 2012
Transamerica Capital Management 2004 - 2006
ING Financial Partners 2001 - 2004
USBancorp Investments 1999 - 2001
Skills
Mutual Funds, Series 63, Series 7, Marketing, Separately Managed..., Series 24, Sales Management, Series 6, Asset Allocation, Training, Sales, Sales & Marketing..., Variable Annuities, Marketing Strategy, Strategic Planning, Investment Promotion, Production Management, Management, UCITS, Email Marketing, Investments, Retirement Planning, Financial Services, Leadership, Fixed Annuities
Education
The University of North Dakota
B.S., Financial Management
Robert Rosso AIF®, CMFC®'s Transamerica Capital Management Experience December 2009 - January 2011
Job Vice PresidentRegional Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management January 2011 - Present
Transamerica Capital Management December 2009 - January 2011
Cohen & Steers March 2008 - August 2009
Lincoln Financial Distributors February 1998 - February 2008
US Trust 1995 - 1998
Skills
Alternative Investments, Asset Management, Investment Strategies, Investments, Separately Managed..., Asset Allocation, Wholesaling, Capital Markets, Series 7, Relationship Management, Mutual Funds, Series 24, Equities, Series 63, Financial Advisory, Securities, Wholesale, Building Relationships, Wealth Management, Asset Managment, Fixed Income, Hedge Funds, FINRA
Education
Manhattan College 1985 — 1989
BS, Finance
Manhattan College 1985 — 1989
BS, Finance
Goldman Sachs Asset Management January 2011 - Present
Transamerica Capital Management December 2009 - January 2011
Cohen & Steers March 2008 - August 2009
Lincoln Financial Distributors February 1998 - February 2008
US Trust 1995 - 1998
Skills
Alternative Investments, Asset Management, Investment Strategies, Investments, Separately Managed..., Asset Allocation, Wholesaling, Capital Markets, Series 7, Relationship Management, Mutual Funds, Series 24, Equities, Series 63, Financial Advisory, Securities, Wholesale, Building Relationships, Wealth Management, Asset Managment, Fixed Income, Hedge Funds, FINRA
Education
Manhattan College 1985 — 1989
BS, Finance
Manhattan College 1985 — 1989
BS, Finance
Chris Coyer's Transamerica Capital Management Experience January 2009 - Present
Job Regional Vice President at Transamerica Capital Management
Industry
Experience
Transamerica Capital Management January 2009 - Present
Skills
401k, Employee Benefits, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Securities, Team Building, Series 63
Education
Niagara University 1990 — 1993
B.S. Business Commerce, Marketing/Marketing Management, General
Oswego High School 1986 — 1989
Transamerica Capital Management January 2009 - Present
Skills
401k, Employee Benefits, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Securities, Team Building, Series 63
Education
Niagara University 1990 — 1993
B.S. Business Commerce, Marketing/Marketing Management, General
Oswego High School 1986 — 1989
Thad McVay's Transamerica Capital Management Experience October 2004 - May 2008
Job Assistant Director Network Office Supervision
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Transamerica Retirement Solutions July 2010 - August 2014
Transamerica Retirement Solutions May 2008 - July 2010
Transamerica Capital Management October 2004 - May 2008
Elmcrest Country Club June 2000 - September 2007
Education
Kirkwood Community College 2001 — 2003
Associate of Arts (AA)
Northwestern Mutual August 2014 - Present
Transamerica Retirement Solutions July 2010 - August 2014
Transamerica Retirement Solutions May 2008 - July 2010
Transamerica Capital Management October 2004 - May 2008
Elmcrest Country Club June 2000 - September 2007
Education
Kirkwood Community College 2001 — 2003
Associate of Arts (AA)