Transamerica Funds
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Transamerica Funds Employees
Employee
Years
Job
Industry
Gene Harrison, CFA, CAIA Gene Harrison, CFA, CAIA's Transamerica Funds Experience 1987 - 1989
Job Regional Manager Investment and Fiduciary Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Cary Lam Cary Lam's Transamerica Funds Experience 1988 - 1991
Job Project/Business Manager, Marketing Specialist and Trainer
Industry Program Development
Experience
Epiphany Companies, LLC January 2006 - Present
Transamerica Funds 1988 - 1991
Skills
Business Analysis, Marketing Management, MS Project, SharePoint, CRM Hybrid Systems, Corporate Communications, Matrix & IABC Awards..., Project Management, Technical Writing, Account Management, Document Management, Creative Development, CRM, Strategic Creative..., Advertising, Product Development, Project Planning
Education
Texas A&M University
MAAL, Maritime Administration
Rice University
BA, Managerial Studies
Epiphany Companies, LLC January 2006 - Present
Transamerica Funds 1988 - 1991
Skills
Business Analysis, Marketing Management, MS Project, SharePoint, CRM Hybrid Systems, Corporate Communications, Matrix & IABC Awards..., Project Management, Technical Writing, Account Management, Document Management, Creative Development, CRM, Strategic Creative..., Advertising, Product Development, Project Planning
Education
Texas A&M University
MAAL, Maritime Administration
Rice University
BA, Managerial Studies
John Waechter's Transamerica Funds Experience 2004 - Present
Job Attorney at Englander Fischer
Industry Law Practice
Experience
Englander Fischer March 2008 - Present
Transamerica Funds 2004 - Present
Operation PAR 2008 - Present
Remember Honor Support, Inc. 2013 - Present
West Central FL Council, BSA 2008 - 2013
William R. Hough & Co. September 1979 - February 2004
Education
Stetson University College of Law 2004 — 2007
JD, Law
University of Florida 1970 — 1974
BS/BA, Accounting
Bishop Barry High School 1966 — 1970
Englander Fischer March 2008 - Present
Transamerica Funds 2004 - Present
Operation PAR 2008 - Present
Remember Honor Support, Inc. 2013 - Present
West Central FL Council, BSA 2008 - 2013
William R. Hough & Co. September 1979 - February 2004
Education
Stetson University College of Law 2004 — 2007
JD, Law
University of Florida 1970 — 1974
BS/BA, Accounting
Bishop Barry High School 1966 — 1970
Sam Frontera's Transamerica Funds Experience 1996 - 1999
Job Information Security
Industry Financial Services
Experience
Transamerica April 2015 - Present
Fidelity National Information Services August 2013 - April 2015
AEGON Americas October 2007 - August 2013
AEGON/Transamerica 1999 - 2007
Transamerica Funds 1996 - 1999
InterSecurities, Inc. 1995 - 1996
Skills
Analysis, Mutual Funds, Microsoft Office, Administration, Customer Relations, Compliance, Documentation, Software Documentation, Customer Service, System Administration, Insurance, Process Improvement, Life Insurance, SDLC, Troubleshooting, Visio, Business Analysis, Risk Management, Disaster Recovery, Access, Management, SharePoint, Change Management, Leadership, Strategy, Integration, Team Leadership, Business Process, Sales, Marketing Management, Requirements Gathering, Vendor Management, Program Management, Requirements Analysis, Training, Marketing, Business Process..., Project Management, IT Management, Business Continuity, Data Analysis, Governance, IT Strategy, Information Technology, Project Portfolio..., Security
Education
University of South Florida 2015 — 2017
Master's degree, Cybersecurity: Cyber Intelligence, 3.79
St. Petersburg College 2007 — 2012
Bachelor of Applied Science (BASc), Technology Management, 3.77
Transamerica April 2015 - Present
Fidelity National Information Services August 2013 - April 2015
AEGON Americas October 2007 - August 2013
AEGON/Transamerica 1999 - 2007
Transamerica Funds 1996 - 1999
InterSecurities, Inc. 1995 - 1996
Skills
Analysis, Mutual Funds, Microsoft Office, Administration, Customer Relations, Compliance, Documentation, Software Documentation, Customer Service, System Administration, Insurance, Process Improvement, Life Insurance, SDLC, Troubleshooting, Visio, Business Analysis, Risk Management, Disaster Recovery, Access, Management, SharePoint, Change Management, Leadership, Strategy, Integration, Team Leadership, Business Process, Sales, Marketing Management, Requirements Gathering, Vendor Management, Program Management, Requirements Analysis, Training, Marketing, Business Process..., Project Management, IT Management, Business Continuity, Data Analysis, Governance, IT Strategy, Information Technology, Project Portfolio..., Security
Education
University of South Florida 2015 — 2017
Master's degree, Cybersecurity: Cyber Intelligence, 3.79
St. Petersburg College 2007 — 2012
Bachelor of Applied Science (BASc), Technology Management, 3.77
Karen DeCoud's Transamerica Funds Experience September 1994 - December 2001
Job Vice President, Regional Sales Director at Prudential Retirement
Industry Investment Management
Experience
Prudential Financial July 2013 - Present
Mercer February 2002 - July 2013
Mercer / Marsh McLennan 2002 - July 2013
Merrill Lynch October 1995 - December 2001
Transamerica Funds September 1994 - December 2001
Education
Oklahoma State University
BS, MBA, Accounting, Marketing
Prudential Financial July 2013 - Present
Mercer February 2002 - July 2013
Mercer / Marsh McLennan 2002 - July 2013
Merrill Lynch October 1995 - December 2001
Transamerica Funds September 1994 - December 2001
Education
Oklahoma State University
BS, MBA, Accounting, Marketing
Leo J. Hill's Transamerica Funds Experience 2001 - Present
Job Lead Independent Director, Transamerica Funds
Industry Financial Services
Experience
Ameris Bancorp January 2013 - Present
Transamerica Funds 2001 - Present
Advisor Network Solutions, LLC Accredited AssociateIIB-Institute for Independent Business International2007 - Present
Education
Georgia State University 1978 — 1982
MBA, BBA, Finance and Financial Management Services
Ameris Bancorp January 2013 - Present
Transamerica Funds 2001 - Present
Advisor Network Solutions, LLC Accredited AssociateIIB-Institute for Independent Business International2007 - Present
Education
Georgia State University 1978 — 1982
MBA, BBA, Finance and Financial Management Services
Mary Kay Coleman's Transamerica Funds Experience 1986 - 1994
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
AIM Investments 1995 - 2003
Transamerica Funds 1986 - 1994
Skills
Investments, Asset Managment, Mutual Funds, Marketing, Digital Marketing, Project Management, Marketing Communications, Event Management, Investment Management, Marketing Strategy, Strategy, Asset Management, Series 7, Social Media, Series 63, Wealth Management, Email Marketing, Series 6, Event Planning, Alternative Investments, Equities, Hedge Funds, Advertising, Strategic Planning, Integrated Marketing, Portfolio Management, Public Speaking, Social Networking, Asset Allocation, Public Relations, Competitive Analysis, Media Relations, Social Media Marketing
Education
Southern Methodist University
AIM Investments 1995 - 2003
Transamerica Funds 1986 - 1994
Skills
Investments, Asset Managment, Mutual Funds, Marketing, Digital Marketing, Project Management, Marketing Communications, Event Management, Investment Management, Marketing Strategy, Strategy, Asset Management, Series 7, Social Media, Series 63, Wealth Management, Email Marketing, Series 6, Event Planning, Alternative Investments, Equities, Hedge Funds, Advertising, Strategic Planning, Integrated Marketing, Portfolio Management, Public Speaking, Social Networking, Asset Allocation, Public Relations, Competitive Analysis, Media Relations, Social Media Marketing
Education
Southern Methodist University
Lance Hutchins, CRPC, CPM's Transamerica Funds Experience 1991 - 1993
Job Senior Vice President Wealth Management, UBS Financial
Industry Financial Services
Experience
The Gulf Coast Group at UBS Finacial Services February 2015 - Present
Morgan Stanley Smith Barney April 1997 - February 2015
Bank United February 1994 - April 1997
Transamerica Funds 1991 - 1993
Education
Columbia University in the City of New York
ACPM, Certified Portfolio Management
Texas State University-San Marcos
BBA, Finance and Economics
University of Phoenix
MBA
The Gulf Coast Group at UBS Finacial Services February 2015 - Present
Morgan Stanley Smith Barney April 1997 - February 2015
Bank United February 1994 - April 1997
Transamerica Funds 1991 - 1993
Education
Columbia University in the City of New York
ACPM, Certified Portfolio Management
Texas State University-San Marcos
BBA, Finance and Economics
University of Phoenix
MBA
Joseph Pyle's Transamerica Funds Experience 1993 - 1995
Job Complex Administrative and Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2003 - Present
Van Kampen Investments 1995 - 2003
Transamerica funds 1993 - 1995
Seismic Data Search 1989 - 1993
Education
University of St. Thomas (TX) 1990 — 1992
MBA, Finance, Marketing
Drury University 1979 — 1982
BA, Business Administration, Economics
Parkview
Raymond James March 2003 - Present
Van Kampen Investments 1995 - 2003
Transamerica funds 1993 - 1995
Seismic Data Search 1989 - 1993
Education
University of St. Thomas (TX) 1990 — 1992
MBA, Finance, Marketing
Drury University 1979 — 1982
BA, Business Administration, Economics
Parkview
Patricia Sawyer's Transamerica Funds Experience Founder and PresidentSmith & Sawyer1989 - 2007
Job Independent Director at Transamerica Funds
Industry Investment Management
Experience
Transamerica Funds Founder and PresidentSmith & Sawyer1989 - 2007
American Express 1988 - 1989
Education
Harvard Business School 1980 — 1982
MBA
Transamerica Funds Founder and PresidentSmith & Sawyer1989 - 2007
American Express 1988 - 1989
Education
Harvard Business School 1980 — 1982
MBA