Andrew Schaad
About Andrew Schaad
Andrew Schaad serves as the Senior Director of Operations at Transamerica, where he has worked since 2016. He holds a BBA in Finance from the University of Georgia and an MBA from Georgia State University, and he has extensive experience in building financial services corporations and compliance.
Work at Transamerica
Andrew Schaad has been serving as the Senior Director of Operations at Transamerica since 2016. In this role, he is responsible for overseeing operational strategies and ensuring efficient processes within the organization. His tenure at Transamerica is marked by a focus on enhancing operational effectiveness and driving growth initiatives. He is based in Denver, Colorado, where he has contributed to the company's objectives for over eight years.
Board Membership at Transamerica Financial Advisors, Inc.
In addition to his role at Transamerica, Andrew Schaad has been a member of the Board of Directors at Transamerica Financial Advisors, Inc. since 2020. His involvement in the board reflects his commitment to guiding the strategic direction of the organization. He operates from St. Petersburg, Florida, contributing to the governance and oversight of financial advisory services.
Education and Expertise
Andrew Schaad holds a Bachelor of Business Administration (BBA) in Finance from the University of Georgia's Terry College of Business, where he studied from 1992 to 1997. He furthered his education by obtaining a Master of Business Administration (MBA) in Finance from Georgia State University's J. Mack Robinson College of Business in 2008. His educational background supports his expertise in business development, regulatory compliance, and financial services.
Previous Experience at World Financial Group
Before joining Transamerica, Andrew Schaad worked at World Financial Group (WFG) as Vice President of Administration from 2010 to 2016. In this position, he managed various administrative functions and contributed to the operational framework of the organization. His experience at WFG provided him with insights into the financial services industry and prepared him for his subsequent roles.
Professional Skills and Specializations
Andrew Schaad possesses a range of professional skills, including expertise in business development and Registered Investment Advisor (RIA) compliance. He is knowledgeable in regulatory investigations and audit preparation. His capabilities extend to developing strategic partnerships and designing compensation and incentive structures. Additionally, he specializes in the design, deployment, and analysis of business metrics, contributing to effective company strategy and operations development.