Tom Cleary
Lead Client Executive at Transamerica
Based in Parlin, United States
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Seniority
Director
Department
Sales & Business Development
Location
Parlin
Industry
Financial Services
Company size
16K
Contact information
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t•••••••@transamerica.com
Phone
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Background
About Tom Cleary
My experience spans over 20 years in the financial services field and 18 years of direct experience in compliance related functions and overall knowledge of Employer sponsored DC plans.• Member of the American Society of Pension Professionals and Actuaries (ASPPA), with a designation as a qualified 401(k) administrator (QKA).• Registered Representative • Series 6, and 63 • Life, Accident & Health, Variable licenses in multiple states
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