Transamerica Retirement Services

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Transamerica Retirement Services Employees

Employee
Years
Job
Industry
Shannon Maloney, CEBS, AIF Shannon Maloney, CEBS, AIF Greater Detroit Area Details
Shannon Maloney, CEBS, AIF's Transamerica Retirement Services Experience May 2003 - April 2011
Job Managing Director at Strategic Pension Group
Industry Financial Services
Experience
Strategic Pension Group   March 2013 - Present
Ann Arbor Business Advisors   October 2011 - January 2012
Transamerica Retirement Services   May 2003 - April 2011
Barclays Global Investors  January 2000 - October 2001
Diversified Investment Advisors  August 1996 - December 1999
SEI  October 1993 - May 1996
US Army  April 1989 - August 1993

Skills
Defined Benefit, Defined Contribution, Retirement Plan..., 401k, Pensions, ERISA, Retirement Planning, Relationship Management, Investments, Profit Sharing, Employee Benefits, Securities, Retirement, Financial Advisory, ESOP (Employee Stock...

Education
University of Michigan   1985 — 1989
B.A., Psychology

Danielle Weiner Danielle Weiner Greater Los Angeles Area Details
Danielle Weiner's Transamerica Retirement Services Experience November 2008 - Present
Job Business Analyst at Transamerica Retirement Services
Industry Insurance
Experience
Transamerica Retirement Services   November 2008 - Present
John Hancock  2004 - 2008

Skills
Insurance, Retirement, 401k, Mutual Funds, Project Management

Education
University of Massachusetts, Amherst   1992 — 1997

Justin Schlader Justin Schlader Des Moines, Iowa Area Details
Justin Schlader's Transamerica Retirement Services Experience November 2010 - February 2011
Job Retirement Sales Director at Empower Retirement
Industry Financial Services
Experience
Great-West Retirement Services  February 2011 - December 2014
Transamerica Retirement Services   November 2010 - February 2011
Transamerica Retirement Services   December 2007 - February 2011
Transamerica Retirement Services   September 2005 - November 2007
Transamerica Retirement Services   February 2005 - August 2005
Transamerica Retirement Services   June 2004 - January 2005

Skills
Series 6, Retirement, Retirement Planning, 401k, Retirement Plan..., Investments, ERISA, Pensions, Mutual Funds, Series 63, Financial Advisory, Finance, Series 7, Investment Advisory

Education
University of Iowa - Henry B. Tippie College of Business   2001 — 2004
B.B.A., Marketing

Molly J. Mackey Molly J. Mackey Cedar Rapids, Iowa Details
Molly J. Mackey's Transamerica Retirement Services Experience July 2005 - February 2008
Job VP Sales Strategy
Industry Information Technology and Services
Experience
Comnez Inc   2015 - Present
Hy-Vee  June 2014 - September 2014
Rockwell Collins  September 2013 - May 2014
Midwest Heritage Bank  June 2012 - September 2013
Kirkwood Community College  August 2009 - August 2012
Mutual of Omaha  September 2009 - April 2012
Rockwell Collins  February 2008 - September 2009
Transamerica Retirement Services   July 2005 - February 2008

Skills
Retirement Planning, Retirement, Strategic Financial..., Life Insurance, Estate Planning, Disability Insurance, Mutual Funds, Employee Benefits, Management, 401k, Insurance, Series 63, Sales, Small Business, Finance, Fixed Annuities, Long-term Care, Wealth Management, Financial Planning, Retirement Income..., Life, Disability,..., Pensions, Financial Advisory, Wealth, Asset Allocation, Series 6, Investments, Investment Strategies, Health Insurance, Divorce Financial..., Financial Planners, Term Life Insurance, Series 7, Investment Advisory, Sales Management, Sales Process, Sales Operations, Sales Presentations, International Sales

Education
University of Iowa - Henry B. Tippie College of Business   2007 — 2009
MBA, Management

University of Iowa - Henry B. Tippie College of Business   2004 — 2005
BBA, Management

Clear Lake High School

Paul Smith, AIF Paul Smith, AIF Greater Boston Area Details
Paul Smith, AIF's Transamerica Retirement Services Experience November 2005 - January 2012
Job Professional Liability and Bonding Consultant at NAPLIA
Industry Insurance
Experience
North American Professional Liability Insurance Agency, LLC - NAPLIA   2012 - Present
Transamerica Retirement Services   November 2005 - January 2012
Transamerica Retirement Services   May 1999 - February 2002
Transamerica Asset Management  March 1995 - May 1998
PaineWebber  1993 - 1995

Education
University of Massachusetts, Amherst
BA, Philosophy

Linda Kurz Linda Kurz Washington D.C. Metro Area Details
Linda Kurz's Transamerica Retirement Services Experience May 2010 - August 2013
Job Vice President of Sales Special Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  June 2013 - Present
Transamerica Retirement Services   May 2010 - August 2013
ING  March 2000 - May 2010
Uniglobal Pension Planning   February 1996 - March 2000

Skills
NASD Series 6, NASD Series 63, Life/Health Insurance...

Education
Mary Washington College   1983 — 1987
Bachelor of Science, Business Administration

Alleghany County High School   1979 — 1983

Chris Trout Chris Trout Greater Minneapolis-St. Paul Area Details
Chris Trout's Transamerica Retirement Services Experience February 2009 - June 2010
Job Natural Gas Scheduler at U.S. Energy Services
Industry Marketing and Advertising
Experience
U.S. Energy Services   July 2015 - Present
Rasmussen College  December 2013 - July 2015
Meredith Corporation  November 2013 - February 2015
Gander Mountain  November 2013 - February 2014
Nationwide Advantage Mortgage  July 2010 - October 2013
Keystone Event Staffing  May 2011 - September 2013
Cardomain   July 2009 - November 2010
Oxford United Methodist Church  January 2010 - June 2010
Transamerica Retirement Services   February 2009 - June 2010
Enterprise Rent-A-Car  May 2006 - February 2009

Skills
Customer Service, Leadership, Sales, Marketing, Insurance, Microsoft Office, Microsoft Excel, Public Speaking, Time Management, Management, Fundraising, Event Planning, Customer Satisfaction, Teaching, Microsoft Word, Team Building, Training, Salesforce.com

Education
University of Northern Iowa   2003 — 2007
Bachelor of Arts, Business, Marketing

Jim Sampson Jim Sampson Greater Boston Area Details
Jim Sampson's Transamerica Retirement Services Experience July 1998 - June 2003
Job Managing Principal of Cornerstone Retirement Advisors, LLC
Industry Financial Services
Experience
Cornerstone Retirement Advisors, LLC   May 2009 - Present
Telamon Insurance & Financial Network  June 2003 - December 2008
Transamerica Retirement Services   July 1998 - June 2003
George Beram & Company   December 1996 - May 1998

Skills
Retirement Plan..., 401k, Retirement, Fiduciary Management, ERISA, Investment Advisory, Fiduciary Services, Employee Education, Qualified Retirement..., Employee Engagement, Retirement Planning, Fiduciary, Investments, Mutual Funds, Profit Sharing, Pensions

Education
University of Massachusetts, Amherst   1990 — 1995
B.S., Sport Management

Duxbury High School   1986 — 1990

Mike Kohl Mike Kohl Dallas/Fort Worth Area Details
Mike Kohl's Transamerica Retirement Services Experience July 2000 - October 2002
Job Major Strategic Account Executive at UnitedHealthcare
Industry Insurance
Experience
CUNA Mutual Group  July 2015 - Present
United Healthcare  2007 - Present
UnitedHealthcare  July 2007 - June 2015
CUNA Mutual Group  October 2002 - June 2007
Transamerica Retirement Services   July 2000 - October 2002
CIGNA  1992 - 1994
CIGNA  1992 - 1994

Skills
Health Insurance, Employee Benefits, Underwriting, Account Management, Benefits Administration, Strategic Planning, Self-funded, Sales Management, Group Insurance, Sales, Insurance, Health Savings Accounts, Managed Care, Disability Insurance, COBRA, Brokers, Team Building, HMO, Health Care Reform, Selling

Education
University of Oklahoma   1982 — 1986
Bachelor of Arts (B.A.), Economics

Mark Feeney Mark Feeney Greater Denver Area Details
Mark Feeney's Transamerica Retirement Services Experience August 2008 - November 2010
Job Retirement Plan Consultant at The Standard
Industry Financial Services
Experience
The Standard  June 2014 - Present
Putnam Investments  November 2010 - November 2013
Transamerica Retirement Services   August 2008 - November 2010
MFS Investment Management/The Hartford   February 2006 - August 2008

Education
University of Massachusetts Boston   2001 — 2005
BA, Psychology

Lisa Townsend Hutcheson Lisa Townsend Hutcheson Baltimore, Maryland Area Details
Lisa Townsend Hutcheson's Transamerica Retirement Services Experience April 2001 - Present
Job Retirement Plan Specialist at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services   April 2001 - Present

Skills
Series 63, 401k, Retirement, Retirement Planning, Mutual Funds, Pensions, Asset Allocation, Series 6, Defined Benefit, Investments, Employee Benefits, ERISA, Insurance, Retirement Plan..., Qualified Retirement..., Disability Insurance, Defined Contribution, Series 7, Fixed Annuities, Business Planning

Education
University of Sydney   1996 — 1997
MA, Japanese

University of North Carolina at Chapel Hill   1991 — 1995
BA, International Relations

Kimberly Bryan Kimberly Bryan Greater Los Angeles Area Details
Kimberly Bryan's Transamerica Retirement Services Experience August 2010 - Present
Job Recruiting Coordinator at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services   August 2010 - Present
West Covina Unified School District  2008 - 2010
MH & Associates   2007 - 2008
Fox Television  2006 - 2007
The Scripps Research Institute  2005 - 2006

Education
Azusa Pacific University   2007 — 2009
M.A., Education

University of San Diego   2002 — 2005
B.B.A., Business Administration, Economics, Marketing

Jonathan Gin Jonathan Gin Whittier, California Details
Jonathan Gin's Transamerica Retirement Services Experience February 2007 - Present
Job Senior Application Developer at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services   February 2007 - Present
Wireless Hotspot, Inc.   June 2002 - June 2006
Disneyland Resort  April 2001 - March 2002

Skills
Software Development, Microsoft SQL Server, Programming, .NET, SDLC, HTML, Testing, SQL, JavaScript, MySQL, jQuery, Visual Studio, XML, Strategic Planning, Wireless Networking, Java, Access

Education
University of Southern California   1998 — 2002
Computer Engineering and Computer Science

Palma High School

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