Verified recordFinancial Services

Heather Cheda

Regional Director, Client Management at Transamerica

Based in San Francisco, United States

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Seniority

Director

Department

Sales & Business Development

Location

San Francisco

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

h•••••••@transamerica.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Heather Cheda

Series 6 and 63 Registered Representative CA Life Agent RPA Designation from CEBS Manages and leads the Large Market Client Executive team in the West Region. The Client Executive team is responsible for overall client satisfaction and service delivery. Specializes in Corporate, NFP, and Gov't retirement plan design, implementation, communications, and client engagement. Focuses on providing consistent, high quality/high touch personalized service and delivering an exceptional user experience for our clients, plan participants, and advisors.

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