Zach Witman

Life Insurance Transformation Portfolio Leader

Role
Sr Portfolio Director at Transamerica
Location
Austin, TX, US
LinkedIn followers
500 followers

About Zach Witman

I have many years of experience in the insurance industry, with a strong background in finance and accounting and leading large scale transformation projects. I\'ve proven I can empower insurance executives to design for and realize value at a time of transformative change.

Experience

  1. Sr Portfolio Director

    Transamerica

    Feb 2022 — Present

    I lead the portfolio of initiatives in our Life Insurance Business to transform how we go to market and how we interact with our clients, distribution partners and teams. I am the leader of our Strategic Planning Office for our Life Business.I support our executives across distribution, operations, product, technology, underwriting, customer experience and marketing to prioritize and fund strategic initiatives. I lead both execution and change management functions of our portfolio. I am responsible for our governance structure and processes along with our annual strategic budgets. I prepare materials for our various corporate and global bodies and boards and am responsible for overall reporting on the health of the life portfolio.

Education

  • University of Toronto

    Bachelor of Commerce (B.Com.), Accounting and Finance

    2008 — 2012

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Zach Witman — Sr Portfolio Director at Transamerica in Austin, TX, US | Unifers