Transamerica Retirement Management

Description

Address: 408 St Peter St # 230, St Paul, MN 55102 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (952) 222-9904: : : : Category: Website: Place name: : Hours: : Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Transamerica Retirement Management: Dufault Christopher Posting publicly on the Web Write a review Reviews 1 Google review

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Transamerica Retirement Management Employees

Employee
Years
Job
Industry
Kathleen McCarron Kathleen McCarron Castro Valley, California Details
Kathleen McCarron's Transamerica Retirement Management Experience August 1992 - February 1996
Job Regional Director of Operations at Sunrise Senior Living
Industry Hospital & Health Care
Experience
Sunrise Senior Living  December 2009 - Present
Sunrise Senior Living  March 2009 - November 2009
Sunrise Senior Living  August 2007 - February 2009
The Creeks, Inc.   July 2006 - July 2007
The Creeks Inc, Oak Creek Facility   August 2001 - June 2006
Horizon Management Group  October 1998 - June 2000
The Hillsdale Group   February 1996 - October 1998
Transamerica Retirement Management   August 1992 - February 1996

Skills
Budget Development, Financial Analysis -..., Market Feasibility..., Health Care State and..., Facility Remodel Project, Human Resources, Microsoft Word, Microsoft Excel, MS PowerPoint,, MS Publisher, Yardi Property..., Quickbooks, Employee Training, Nursing Management, Assisted Living, Alzheimer's Care, skilled nursing, Expense Management, Capital Project Planning

Education
Columbia College Chicago   1985 — 1989
Bachelor of Arts (B.A.), Psychology

Lisa Blevens Lisa Blevens Greater Minneapolis-St. Paul Area Details
Lisa Blevens's Transamerica Retirement Management Experience 2009 - 2011
Job Members Financial Services Investment Manager at Postal Credit Union
Industry Investment Management
Experience
Postal Credit Union  February 2012 - Present
Postal Credit Union  2012 - Present
Transamerica Retirement Management   2009 - 2011
US Bancorp Investments  2008 - 2010
Bremer investments   2002 - 2008

Education
Concordia University-St. Paul

Robb Kempken Robb Kempken Greater Los Angeles Area Details
Robb Kempken's Transamerica Retirement Management Experience January 2006 - October 2008
Job Strategy, Operations & Business Development Executive
Industry Market Research
Experience
IBISWorld  April 2009 - Present
Simple Rules of Money   2008 - 2010
Transamerica Retirement Management   January 2006 - October 2008
Transamerica Retirement Services  2002 - December 2005
Guidance Solutions  2000 - 2001
US Interactive  July 1998 - November 2000
Mayfield Associates   1996 - 1998
Sanford Bernstein & Co.   August 1995 - August 1996
Liberty Mutual  1992 - 1995

Skills
Strategic Planning, Product Development, Business Strategy, Business Plan..., Market Research, Marketing Strategy, Product Management, Staff Management, Production Planning, Budget Development, Office Management, Business Expansion, Business Planning, Management, Business Development, Project Management, CRM, Product Marketing, Leadership, Strategy, Start-ups, Marketing

Education
Boston College   1988 — 1992
B.S., Finance

UCLA Anderson School of Management
MBA, Marketing and Strategic Planning

Shari Lewison Shari Lewison Cedar Rapids, Iowa Area Details
Shari Lewison's Transamerica Retirement Management Experience July 2006 - January 2011
Job AVP, Information Security at ACT
Industry Information Services
Experience
ACT  July 2013 - Present
Certified Yoga Instructor  May 2013 - Present
ACT  March 2011 - Present
Transamerica Retirement Management   July 2006 - January 2011
AEGON  September 2001 - July 2006
AEGON  February 2000 - September 2003
AEGON  March 1998 - February 2000
McLeod USA  March 1997 - March 1998
APAC Teleservices  April 1996 - March 1997
Electronic Data Systems  June 1991 - March 1996

Skills
Team Leadership, Business Analysis, Marketing, Project Management, Integration, Security, SDLC, Strategy, Information Security, Business Process, Cross-functional Team..., Computer Security, Leadership, CRM, Business Strategy, IT Management, Requirements Analysis, Information Security..., Management, Six Sigma, PMO, Operations Management, IT Service Management, Process Improvement, ISO 27001, Risk Assessment, Business Continuity, Disaster Recovery, Risk Management, Requirements Gathering, Enterprise Architecture, Networking, Vendor Management, Program Management, Software Development, Information Technology

Education
University of Iowa - Henry B. Tippie College of Business   2003 — 2008
MBA, Marketing

Luther College   1980 — 1984
Bachelor of Arts, Art

Luther College   1980 — 1984
Bachelor of Arts, Computer Science

Anna Lennick Anna Lennick Greater Minneapolis-St. Paul Area Details
Anna Lennick's Transamerica Retirement Management Experience May 2009 - December 2011
Job Account Executive, Strategy Development at KWP Consulting
Industry Financial Services
Experience
KWP Consulting   August 2012 - Present
Lennick Consulting Group   August 2012 - Present
Blue Cross Blue Shield of MN  2013 - 2013
Five Star Professional  January 2012 - July 2012
Transamerica Retirement Management   May 2009 - December 2011
Wachovia  June 2008 - January 2009
Ameriprise Financial  2006 - 2007
Ameriprise Financial  1994 - 2007
Ameriprise Financial  1989 - 2006
Dataserv Inc.  1985 - 1989

Skills
Sales Presentations, Website Development, New Business Development, Marketing Strategy, Market Research, Marketing Management, Advertising, Marketing, Strategy, Branding & Identity, Business Process..., Campaign Strategies, Salesforce.com, Graphic Design, Analysis, Microsoft Office, Lead Generation, Competitive Analysis, Positive Energy, Brand Management, Project Management, Marketing Communications, Financial Services, Program Management, Sales, Management, B2B Marketing, Leadership, Strategic Planning

Education
St. Cloud State University   1980 — 1984
Bachelor of Science (B.S.), Design and Visual Communications, General

University of Minnesota-Twin Cities
Master's degree, Journalism

Liz Uram Liz Uram Greater Minneapolis-St. Paul Area Details
Liz Uram's Transamerica Retirement Management Experience October 2007 - July 2010
Job Speaker, Author, Trainer
Industry Professional Training & Coaching
Experience
The Coach & Mentor Group   November 2010 - Present
MRA/Trusight   December 2013 - Present
Transamerica Retirement Management   October 2007 - July 2010
Wells Fargo Investments  1998 - 2007

Skills
Coaching, Series 7, Personal Development, Staff Development, Leadership, Business Coaching, Career Development, Executive Coaching, Leadership Development, Motivational Speaking, Succession Planning, Career Counseling, Business Networking, Performance Improvement, Organizational..., Employee Engagement, Small Business, Resume Writing, Talent Management, Organizational..., Emotional Intelligence, Infusionsoft, CustomerHub, Public Speaking, Start-ups, Business Planning, Workshop Facilitation, Entrepreneurship, Team Building, Sales, Training, Sales Management, Executive Development, Performance Management, Management, Time Management, Process Improvement, Strategy, Employee Training, Consulting, Project Planning, Executive Management

Education
Bethel University   2010 — 2012
BA, Organizational Leadership, with Honors

Coach Training Alliance   2010 — 2011
Certificate, Professional Coach

Christine Junnila Christine Junnila Greater Minneapolis-St. Paul Area Details
Christine Junnila's Transamerica Retirement Management Experience 2010 - 2012
Job Financial Services
Industry Financial Services
Experience
Transamerica Retirement Management   2010 - 2012
Transamerica Retirement Management   2008 - 2010
Tecmark  2003 - 2007
Ernst & Young LLP  2000 - 2003
Ernst & Young LLP  1998 - 2000

Skills
Project/Task Management, Problem..., Special Event Operation, Relationship Building, Team Building/Leadership, Performance Supervision

Education
Metropolitan State University
Marketing

University of St. Thomas
Mini MBA

Danforth Fleak Danforth Fleak Greater Minneapolis-St. Paul Area Details
Danforth Fleak's Transamerica Retirement Management Experience March 2007 - July 2007
Job Divisional Sales Director at Protective Life
Industry Insurance
Experience
USAdvisors Network  July 2014 - Present
USAdvisors Wealth Management   July 2014 - Present
Protective Life  July 2007 - July 2014
Transamerica Retirement Management   March 2007 - July 2007
Allianz Life  March 2005 - March 2007
Thrivent Financial for Lutherans  September 2003 - March 2005
First Bank  September 2001 - April 2003
Financial Network Investment Corporation, Member SIPC  January 1998 - June 2001
Financial Network Investment Corporation, Member SIPC  June 1996 - January 1998

Skills
Retirement Planning, Leadership, Sales, Series 6, Variable Annuities, Life Insurance, Financial Advisory, Investments, Sales Management, Fixed Annuities, Training, Series 7, Retirement, Public Speaking, Long-term Care, Series 63, Customer Service, Mutual Funds, Series 65, Insurance

Education
St. Olaf College   1992 — 1995
BA, German

Shattuck School

Phil Eckman Phil Eckman Saint Paul, Minnesota Details
Phil Eckman's Transamerica Retirement Management Experience
Job President / CEO at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica Retirement Management  

Skills
Retirement, Retirement Planning, 401k, Investments, Mutual Funds, Alternative Investments, Wealth Management, Retirement Plan..., Fixed Annuities, Asset Allocation, Investment Advisory, Series 63, IRAs, Securities, Series 7

Education
William Mitchell College of Law   1989 — 1992

Gustavus Adolphus College   1984 — 1988
BA, Accounting

Duluth East   1981 — 1984

Norman Nystrom CRPC®, ChFC® Norman Nystrom CRPC®, ChFC® Greater Minneapolis-St. Paul Area Details
Norman Nystrom CRPC®, ChFC®'s Transamerica Retirement Management Experience July 2009 - January 2011
Job Partner/Owner at Guide Star Financial
Industry Financial Services
Experience
Guide Star Financial   January 2014 - Present
Federal Financial Group LLC  January 2013 - Present
Principal Financial Group  April 2011 - April 2012
Transamerica Retirement Management   July 2009 - January 2011
Ameriprise Financial Services, Inc.   2004 - 2009
Cenex Harvest States  April 1992 - July 1994
Northwestern Mutual  September 1985 - August 1990

Skills
Public Speaking, Speaking at Rotary..., Toastmasters, Insurance, Strategic Financial..., Retirement, Small Business, Retirement Planning, Entrepreneurship, Coaching, Microsoft Office, Leadership Development, Customer Service, Management

Education
University of Minnesota-Twin Cities   1972 — 1976
BS, Agronomy/Soil Science

Worthing Senior High School

Scott Holm Scott Holm Greater Minneapolis-St. Paul Area Details
Scott Holm's Transamerica Retirement Management Experience November 2009 - January 2011
Job Business Systems Analyst at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank   May 2015 - Present
Insite Software  January 2015 - May 2015
Insite Software  May 2012 - December 2014
Wolters Kluwer Financial Services  October 2011 - May 2012
Transamerica Retirement Management   November 2009 - January 2011
Drake University  August 2005 - February 2010

Skills
Software Documentation, Analysis, Data Analysis, Customer Service, Economics, Time Management, Quality Assurance, Agile Methodologies, Business Analysis, Process Improvement, OS X, Troubleshooting, Axure, Microsoft Office, Training, Testing, Access, Visio, SharePoint, E-commerce, SQL, Windows, Technical Writing, Technical Documentation, Office 2010, Research, Six Sigma, Document Drafting, Commerce, Business Process Mapping, Mac OS X, HTML, Business Process, Outlook, Teamwork, PowerPoint, Technical Support, Windows 7, Microsoft SQL Server, Integration, CSS, Financial Analysis, Web Development, Computer Hardware, Change Management, Social Media, Cloud Computing, Blogging

Education
Drake University   2005 — 2009
BSBA, Economics, Finance, Concentration Insurance, Concentration Business Law

Mary Ellen Griffith Mary Ellen Griffith Greater Minneapolis-St. Paul Area Details
Mary Ellen Griffith's Transamerica Retirement Management Experience March 2008 - February 2011
Job Communications Consultant
Industry Marketing and Advertising
Experience
hello! Communications, LLC   February 2011 - Present
Transamerica Retirement Management   March 2008 - February 2011
Hamline University  October 2004 - February 2008
Studio G  August 2003 - October 2004
Jump Technologies, Inc.   February 2003 - August 2003
Digital River  July 2000 - October 2002
Starkey Labratories, Inc.   August 1999 - August 2000
Ed-Ventures, Inc.   November 1996 - July 1999

Skills
Email Marketing, SEO, Copywriting, Social Media Marketing, Advertising, Creative Direction, Digital Strategy, Web Design, Marketing, Corporate Communications, Strategy, Graphic Design, Newsletters, Analytics, Editing, Web Analytics, Lead Generation, E-commerce, Interactive Marketing, Account Management, Social Media, Mobile Marketing, Digital Marketing, Marketing Strategy, Web Marketing, Direct Marketing, Integrated Marketing, Online Marketing

Education
Hamline University   2005 — 2008
M.A.

St. Olaf College   1992 — 1996
B.A.

Jim Buchholz Jim Buchholz Greater Minneapolis-St. Paul Area Details
Jim Buchholz's Transamerica Retirement Management Experience March 2009 - January 2012
Job VP Wings Financial Advisors
Industry Financial Services
Experience
Money-Conscious LLC   May 2012 - October 2013
Transamerica Retirement Management   March 2009 - January 2012
Ameriprise Financial  2006 - 2009
Ameriprise Financial  2001 - 2006

Skills
Series 7, 24, 65, Retirement Income, Strategic Financial..., Investments, Financial Services, Portfolio Management, Insurance, Fixed Annuities, Retirement Planning, Strategic Planning, Relationship Management, Asset Managment, Institutional Business..., Personal Financial..., Strategic Account..., Wholesaling to..., Wholesaling, Worksite Financial..., Financial Wellness..., Health and Wealth..., Health Savings Accounts, Long-term Care..., Financial product..., Retail Banking, Financial Institutions, Independent Financial..., Variable Annuities, Variable Life, Sales Management, Salesforce.com, Salesforce.com..., Operating Budgets, New Hire Training, Team Leadership, Team Building, Team Management, Cross-functional Team..., Channel Strategy, Channel Optimization, Channel Sales, New Venture Development, Executive Management, Compliance, Legal Compliance, Recruiting, Management Consulting, Leadership, Strategy, Management, Mutual Funds

Education
University of Minnesota - Carlson School of Management
MBA, Marketing

St. Cloud State University
BS, Finance

United States Air Force Academy

Dan Zaffuto Dan Zaffuto Jacksonville, Florida Area Details
Dan Zaffuto's Transamerica Retirement Management Experience February 2008 - January 2012
Job Account Executive at Route 66 Extended Warranty
Industry Investment Management
Experience
Route 66 Extended Warranty   June 2013 - Present
Fiserv EFT  January 2012 - June 2013
Transamerica Retirement Management   February 2008 - January 2012
Harland Clarke  December 2007 - February 2008
John H. Harland  March 2006 - December 2007
Liberty Enterprises  August 2001 - March 2006
Hertz Equipment Rental  1996 - 1997

Skills
Sales, Sales Management, Account Management, New Business Development, Strategic Planning, B2B, Business Development, Team Building, Solution Selling, Leadership, Cold Calling, Negotiation, Marketing Strategy, Relationship Management, Sales Presentations, Direct Marketing, Coaching, Call Center, Marketing, Contract Negotiation, Insurance, Sales Operations, Start-ups, Strategy

Education
University of Phoenix-Jacksonville   2000 — 2002
MBA, Business

Florida State University   1992 — 1996
BS, Social Science

Jody Hilden Jody Hilden Saint Paul, Minnesota Details
Jody Hilden's Transamerica Retirement Management Experience May 2011 - Present
Job Registered Service Rep at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica Retirement Management   May 2011 - Present
Fidelity Investments  March 2010 - December 2010
OppenheimerFunds  January 2006 - January 2009
OppenheimerFunds  December 2002 - January 2006
OppenheimerFunds  January 2000 - January 2003
OppenheimerFunds  January 1998 - January 2000
OppenheimerFunds  January 1997 - January 1998
Vectra Bank Colorado  January 1994 - January 1997

Skills
Retirement Planning, 401k, IRAs, Investments, Fixed Income, CRM, Leadership, Financial Services, Training, Finance, Analysis, Call Centers, Process Improvement, Customer Service, Mutual Funds, Sales

Education
Inver Hills Community College   1980 — 1982
Liberal Arts

Will Prest Will Prest Greater Minneapolis-St. Paul Area Details
Will Prest's Transamerica Retirement Management Experience December 2005 - January 2012
Job Managing Partner, KWP Consulting
Industry Financial Services
Experience
KWP Consulting   March 2012 - Present
Int'l Tennis Hall of Fame   2010 - 2015
Int'l Tennis Hall of Fame   2010 - 2015
Transamerica Retirement Management   December 2005 - January 2012
H&R Block Financial Advisors  2002 - 2005
MetLife Securities  March 1998 - June 2003
American Express Financial Advisors  November 1990 - April 1999

Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning

Education
Boston University Graduate School of Management   1993 — 1996
MBA, Marketing

University of Minnesota - Carlson School of Management   1991 — 1992
NA Transfered to BU, MBA

Pitzer College   1984 — 1987
Ba, Psychology

Colby College   1982 — 1984
NA transfer, Economics

Wendy S. Wiesman Wendy S. Wiesman Greater Minneapolis-St. Paul Area Details
Wendy S. Wiesman's Transamerica Retirement Management Experience March 2007 - November 2011
Job Sr Director of Marketing at Blue Cross and Blue Shield of Minnesota
Industry Marketing and Advertising
Experience
Blue Cross and Blue Shield of Minnesota  May 2013 - Present
Blue Cross and Blue Shield of Minnesota  April 2012 - May 2013
Transamerica Retirement Management   March 2007 - November 2011
Harland (formerly Liberty)   November 2006 - March 2007
Liberty  July 2004 - November 2006
TCF Bank  2000 - July 2004

Skills
Marketing Strategy, Team Management, Market Planning, Promotions, Internal Communications, Marketing Communications, Cross-functional Team..., Online Advertising, Brand Management, Online Communications, Event Management, B2B Marketing, B2B2C, Team Building, Strategic Planning, SEO, Advertising, Integrated Marketing, Interactive Marketing, Social Media Marketing, New Business Development, Marketing, Marketing Research, Strategic Communications, Strategy, Public Relations, Creative Direction, Management, Leadership, Direct Marketing, Start-ups, Segmentation, Email Marketing, Product Launch, Marketing Management

Education
Bethel University
Graduate Level Degree, Master's of Communication

University of Wisconsin-Eau Claire
Bachelor of Arts, Journalism / Advertising

Mark Luis Foster Mark Luis Foster Greater Minneapolis-St. Paul Area Details
Mark Luis Foster's Transamerica Retirement Management Experience September 2006 - November 2011
Job Principal and Chief Strategist at Foster Avenue
Industry Marketing and Advertising
Experience
Foster Avenue   September 2013 - Present
MLS, Mortgage Lending Services, LLC (a TruStone Financial Company)   March 2012 - Present
Portico Benefit Services  January 2012 - February 2014
Transamerica Retirement Management   September 2006 - November 2011
TCF Financial Corporation  2005 - 2006
TCF National Bank  1999 - 2005
Wells Fargo  June 1997 - June 1999
Wells Fargo  August 1989 - June 1997

Skills
Writing, Strategic Planning, Marketing Strategy, Program Management, Creative Direction, Creative Concept..., People Management, Public Relations, Presentation Development, Presenter, Photography, Scripting, Short Films, Screenwriting, Corporate Communications, Media Relations, Media Planning, Digital Marketing, Digital Strategy, Strategy, Management, Copywriting, Marketing Communications, Marketing, Budgets, Strategic Communications, Team Building, Product Development, Leadership, Banking, Business Strategy

Education
Georgetown University   2003 — 2005
Diploma, Stonier ABA Graduate School of Banking

University of Wisconsin-Eau Claire   1981 — 1985
B.A., Journalism and Advertising

Kelly (Mahoney) Willi, CRPC© Kelly (Mahoney) Willi, CRPC© Greater Minneapolis-St. Paul Area Details
Kelly (Mahoney) Willi, CRPC©'s Transamerica Retirement Management Experience May 2008 - October 2010
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  April 2014 - Present
TD Ameritrade  October 2012 - April 2014
TD Ameritrade  October 2010 - November 2012
Transamerica Retirement Management   May 2008 - October 2010
Ameriprise Financial Advisors  March 2007 - May 2008

Skills
Series 7, Coaching, Team Leadership, Branch Management, Investments, IRAs, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Uniform Combined State..., Series 24, Retirement, Wealth Management, Finance, 401k, Financial Services, Series 65, FINRA, Investment Advisory, Asset Management, Estate Planning, Series 66

Education
Augsburg College
English, Communications

Lindsay (Walsh) Norton Lindsay (Walsh) Norton Greater Minneapolis-St. Paul Area Details
Lindsay (Walsh) Norton's Transamerica Retirement Management Experience July 2012 - Present
Job at
Industry Marketing and Advertising
Experience
Transamerica Retirement Solutions  October 2014 - Present
Transamerica Retirement Solutions  March 2014 - Present
Transamerica Retirement Management   July 2012 - Present
Transamerica Retirement Management   June 2011 - July 2012
Solatube International, Inc  March 2008 - June 2011
Solatube International, Inc.   2008 - 2010
Jack Nadel, International  July 2006 - March 2008
GE Consumer Finance  August 2004 - June 2006
Pagoda Spa   November 2003 - May 2004
Juut Salonspa  December 2001 - November 2003

Skills
Social Media Marketing, Online Advertising, Salesforce.com, Sales, Direct Marketing, Public Relations, Event Planning, Trade Shows, Strategic Planning, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Contract Negotiation, CRM, B2B, Product Development, Marketing Management, Product Management, Strategy

Education
San Diego State University-California State University   2007 — 2009
MBA, Marketing, Management

Macalester College   1998 — 2002
BA, Communication Studies

Mandy (Mueller) Rotella Mandy (Mueller) Rotella Greater Minneapolis-St. Paul Area Details
Mandy (Mueller) Rotella's Transamerica Retirement Management Experience February 2011 - January 2012
Job Photographer at Rotella Photography
Industry Design
Experience
Freelance / Consulting  March 2015 - Present
Rotella Photography   2011 - Present
PURE: Experience Research and Design   February 2013 - March 2015
Target  October 2012 - January 2013
Thomson Reuters  April 2012 - October 2012
space150  2012 - March 2012
Transamerica Retirement Management   February 2011 - January 2012
Transamerica Retirement Management   September 2008 - February 2011
Target  2006 - 2007

Skills
User-centered Design, Interaction Design, Web Design, Information Architecture, Usability Testing, User Experience, User Interface Design, Personas, Wire Framing, Interactive Marketing, Email Marketing, Digital Strategy, OmniGraffle, Online Marketing, SEO, Online Advertising, Axure, User Research, Visio, Creative Direction, Adobe Creative Suite, Wireframes, Integrated Marketing, Art Direction, Graphic Design, Strategy, Interactive Advertising, Digital Marketing, Analytics, Content Strategy, User Interface

Education
University of Minnesota-Twin Cities
M.A. Strategic Communication, Communication

University of Minnesota-Twin Cities
B.S., Dual Graphic Design & Advertising

Mara Milne Mara Milne Greater Minneapolis-St. Paul Area Details
Mara Milne's Transamerica Retirement Management Experience March 2011 - February 2012
Job President at Source, LLC
Industry Mechanical or Industrial Engineering
Experience
Source, LLC   May 2012 - Present
TransAmerica Retirement Management   March 2011 - February 2012
Northwestern Mutual  September 2010 - March 2011
Ameriprise Financial  April 2008 - March 2009
Ameriprise Financial  January 1998 - April 2008

Skills
Talent Acquisition, Recruiting, College Recruiting, Leadership Development, Talent Management, Marketing Strategy, Executive Search, Change Management, Workforce Planning, Budgets, Public Speaking, Customer Acquisition, Management, CRM, Strategic Planning, Process Improvement, Program Management, Team Building, New Business Development, Account Management, Leadership, Business Development, Vendor Management, Sales, Strategy, Mergers & Acquisitions, Training, Finance, Sales Operations, Networking, Employee Benefits, Financial Services, Time Management, Marketing, Cross-functional Team..., Mentoring, Coaching, Relationship Building, Project Management, Financial Planning, B2B, Relationship Management, Strategic Thinking, Insurance, Business Strategy

Education
University of Minnesota-Twin Cities   1990 — 1995
Bachelor's degree

Fillmore Central High School   1985 — 1995

Steve Tragner Steve Tragner Greater Minneapolis-St. Paul Area Details
Steve Tragner's Transamerica Retirement Management Experience 2007 - October 2012
Job Financial Services Professional at Phillippi and Associates
Industry Financial Services
Experience
Phillippi and Associates   December 2012 - Present
Transamerica  October 2007 - October 2012
Transamerica Retirement Management   2007 - October 2012

Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Fixed Annuities, Series 63, Investments, Strategic Financial..., 401k, Wealth Management, Estate Planning, Financial Advisory

Education
Minnesota State University, Mankato   1996 — 1998
Bachelor of Science (BS), Finance

Selita Jansen Selita Jansen Cedar Rapids, Iowa Area Details
Selita Jansen's Transamerica Retirement Management Experience January 2008 - July 2011
Job Director, Business Planning and Strategy at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  July 2011 - Present
Transamerica Retirement Management   January 2008 - July 2011
Transamerica  2004 - 2008
Aegon  1998 - 2004
Aegon  June 1996 - 1998

Skills
Project Portfolio..., Strategic Planning, Partner Relationship..., Business Analysis, Process Improvement, Process Management, Call Center, Risk Management, Relationship Management, CRM, Program Management, Change Management, Requirements Analysis, Project Management, SDLC, Call Centers, Business Requirements, Visio, Requirements Gathering, Business Process..., Financial Services, Strategy

Education
University of Iowa   2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

College for Financial Planning   2011 — 2011
Chartered Retirement Planning Counselor

Kirkwood Community College   1992 — 1994
Associate's, Marketing Management

Cedar Rapids Jefferson High School   1989 — 1992
Diploma, General

Claiborne Arnette Claiborne Arnette Charlotte, North Carolina Area Details
Claiborne Arnette's Transamerica Retirement Management Experience March 2010 - June 2011
Job Co Owner at Three Crowns
Industry Consumer Services
Experience
Three Crowns   June 2011 - Present
Transamerica Retirement Management   March 2010 - June 2011
UBS Financial Services  June 2008 - May 2009
E-Trade Financial  March 2007 - June 2008
Bank of America  December 2002 - March 2007
KPMG  May 2001 - December 2002
Charles Schwab  1990 - 2001

Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities

Education
Langley

Old Dominion University
BSBA, Business Administration

Jillian Hoffman, MBA Jillian Hoffman, MBA Greater Minneapolis-St. Paul Area Details
Jillian Hoffman, MBA's Transamerica Retirement Management Experience March 2007 - April 2008
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  May 2014 - Present
Ameriprise Financial  May 2010 - May 2014
Riversource Distributors, Inc.   April 2008 - May 2010
Transamerica Retirement Management   March 2007 - April 2008
Ameriprise Financial Advisors  2005 - 2007

Education
University of Saint Thomas - School of Business   2009 — 2013
MBA, Business

Iowa State University - College of Business   2002 — 2005
BS, Marketing and Management

Iowa State University

Mahtomedi High School

John McCormack John McCormack Sacramento, California Area Details
John McCormack's Transamerica Retirement Management Experience 2008 - January 2012
Job Vice President Client Services at Verisight, Inc
Industry Financial Services
Experience
Verisight, Inc  March 2013 - Present
ActiFi  2012 - March 2013
Transamerica Retirement Management   2008 - January 2012
Transamerica Retirement Management   2006 - 2008
BISYS  2004 - 2006
Hartford Life  2003 - 2004
Prudential Financial  1985 - 2003

Skills
Defined Contribution, Retirement Services, Business Strategy, Process Management, Investments, Cross-functional Team..., Business Relationship..., Operations Management, Client Service, Call Center Development, Call Center, Analytics, Leading People, Quality Management, Financial Management, Vendor Management, Project Implementation, Organizational..., •Creativity, New Product..., Series 7, Series 66, Retirement Income, Process Improvement, Sales Operations, Sales Process, Executive Management, Retirement, Strategic Financial..., Call Centers, Leadership, Strategic Planning, Coaching, Retirement Planning, Relationship Management, Management, Strategy, Financial Services, Mutual Funds, Managerial Finance, Financial Planning

Education
Rutgers, The State University of New Jersey-Newark   1989 — 1992
MBA, Finance

Colgate University   1980 — 1984
BA, Economics

Mountain Lakes High School   1976 — 1980
HS

Bob Regenfuss, CRPC Bob Regenfuss, CRPC Greater Minneapolis-St. Paul Area Details
Bob Regenfuss, CRPC's Transamerica Retirement Management Experience 2007 - Present
Job Regional Manager at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica Retirement Management   2007 - Present
Allianz Life  September 2004 - February 2007
Allianz Life Financial Services, LLC  2004 - 2007
North Star Resource Group  2002 - 2004

Skills
Series 7, Series 6, Series 63, Series 66, Public Speaking, Retirement Planning, Retirement Income..., Retirement Services, Account Management, New Business Development, Relationship Development, Business Relationship..., 401k, Annuities, Mutual Funds, Stocks, Bonds, Business Strategy, Institutional Relations, Institutional Marketing, Institutional Clients, Institutional..., Client Services, Client Retention, Client Relationship..., Client Education, Customer Relations, Customer Retention, Customer Acquisition, Customer Satisfaction, Customer Advocacy, Uniform Combined State..., Retirement, Separately Managed..., CRM, Asset Allocation, Finance, Fixed Annuities, Financial Advisory

Education
University of Minnesota-Twin Cities   1997 — 2002
BS, Business & Marketing

Robyn Joyner Robyn Joyner Greater Minneapolis-St. Paul Area Details
Robyn Joyner's Transamerica Retirement Management Experience January 2009 - September 2009
Job Administrative Manager at UBS
Industry Financial Services
Experience
UBS  October 2013 - Present
AIG  January 2011 - October 2013
Transamerica  September 2009 - October 2010
Transamerica Retirement Management   January 2009 - September 2009
Transamerica  September 2006 - September 2009

Skills
Series 7, 63, 6, 24,...

Education
St. Catherine University   2008 — 2012
Bachelor of Science, Marketing & Management

The University of North Dakota   2000 — 2001
Business Administration

Kristin Mesgleski Kristin Mesgleski Greater Boston Area Details
Kristin Mesgleski's Transamerica Retirement Management Experience March 2010 - February 2012
Job Regional Sales Consultant CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  September 2013 - Present
The Glading Group   August 2012 - July 2013
Transamerica Retirement Management   March 2010 - February 2012
Financial Engines  May 2009 - April 2010
Ameriprise Financial  May 2004 - February 2009
Wachovia Bank, N.A.   2001 - 2003
Charles Schwab  September 1999 - September 2001
Evare  June 1997 - September 1999
Bank One  1995 - 1997
Fidelity Investments  1990 - 1995

Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered

Education
Bowdoin College   1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History

Darold Dornbush Darold Dornbush Greater Minneapolis-St. Paul Area Details
Darold Dornbush's Transamerica Retirement Management Experience May 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Retirement Management   May 2009 - Present
US Bancorp Investments & Insurance   June 2008 - March 2009
US Bancorp Investments & Insurance, Inc.   September 2003 - June 2008
JA Counter & Associates, Inc   February 2003 - August 2003

Skills
Mutual Funds, Series 7, Securities, FINRA, Financial Services, Series 63, Retirement Planning, Fixed Annuities, Investments

Education
Minnesota State University, Mankato   1981 — 1983
MBA, Finance

Northern State University   1977 — 1981
BS, Business Administration

Becky Kraft Becky Kraft Greater Minneapolis-St. Paul Area Details
Becky Kraft's Transamerica Retirement Management Experience October 2007 - July 2011
Job Experienced HR Generalist
Industry Human Resources
Experience
Shock Doctor, Inc.   July 2011 - Present
Transamerica Retirement Management   October 2007 - July 2011
Clark Consulting  2003 - 2007
Nash Finch Company  2001 - 2003

Education
Northwestern College
BA, Communications

Cally Haza Cally Haza Greater Minneapolis-St. Paul Area Details
Cally Haza's Transamerica Retirement Management Experience January 2009 - May 2009
Job Property Management at Goldmark Property Management
Industry Marketing and Advertising
Experience
Goldmark Property Management  September 2013 - January 2015
Runway Replay LLC   January 2011 - September 2013
Target  September 2010 - December 2010
Transamerica Retirement Management   January 2009 - May 2009

Skills
Customer Service, Sales, Marketing, Management, Social Media, Microsoft Office, Microsoft Excel, Real Estate, Property Management, Accounting, Advertising

Education
St. Cloud State University   2004 — 2009
Bachelor of Science, Communications, Advertising and Marketing, Business, 3.0

Sarah Gullo Sarah Gullo Greater Minneapolis-St. Paul Area Details
Sarah Gullo's Transamerica Retirement Management Experience August 2007 - January 2013
Job Sales & Service Specialist
Industry Insurance
Experience
Insurance Dynamics   September 2015 - Present
Horace Mann Insurance  March 2012 - August 2015
Transamerica Retirement Management   August 2007 - January 2013

Skills
401k, Retirement, Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Series 6, Relationship Management, Asset Allocation, Financial Advisory

Education
Augsburg College   2001 — 2006
Business Administration

Stephanie Kircher Stephanie Kircher Greater Minneapolis-St. Paul Area Details
Stephanie Kircher's Transamerica Retirement Management Experience 2006 - 2010
Job VP, Assistant Chief Compliance Officer at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services  November 2011 - Present
Transamerica Retirement Management   2006 - 2010
Thrivent Investment Management   2002 - 2006
RBC Dain Rauscher  1992 - 2002

Education
Mount Mary University   1983 — 1985
BA, Business Administration/Finance