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Joe Plum
Director Client Executive @Transamerica
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WORK HISTORY
Director Client Executive @Transamerica
Responsible for developing and maintaining strong customer relationships for complex and large institutional retirement plans - Provide primary Plan Sponsor contact, proactive communication and consultation for the effective delivery of Retirement Solutions products and services- Plan Size Range:$30MM -$500MM - Industries: Healthcare, higher education, aerospace, insurance, and government - Top Box Chatham survey results for client satisfaction -$1.5B account book plan assets,$2.8MM annual revenue - Direct all aspects of plan transitions and start-ups, coordinate education strategy, gather plan documents and agreements- Provide proactive Plan Fiduciary support and industry best practices to offer competitive total workforce rewards
SKILLS
ABOUT JOE PLUM
Retirement plan specialist: Public, private, nonprofit. Total management of qualified…
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