Andrew Smith
About Andrew Smith
Andrew Smith is an Internal Wholesaler at Transamerica, where he has worked since 2006. He previously held a position at JP Morgan Retirement Plan Services and studied Business Administration at the University of Phoenix.
Work at Transamerica
Andrew Smith has served as an Internal Wholesaler at Transamerica since 2006. Over his 18 years in this role, he has contributed to the company's sales and distribution efforts, focusing on building relationships with financial advisors and clients. His responsibilities include providing product information, training, and support to enhance the sales process. Smith's long tenure at Transamerica reflects his commitment to the organization and the financial services industry.
Previous Experience at JP Morgan
Before joining Transamerica, Andrew Smith worked at JP Morgan Retirement Plan Services from 2002 to 2005. In his role as a 401(k) Participant Services Representative, he was responsible for assisting clients with their retirement plan inquiries and ensuring a smooth experience for participants. This experience provided him with a strong foundation in retirement planning and client service.
Education and Expertise
Andrew Smith studied at the University of Phoenix, where he pursued a Bachelor of Science (B.S.) in Business Administration and Management. His studies spanned from 2004 to 2007, equipping him with essential knowledge in business principles and management practices. This educational background supports his role in the financial services sector, enhancing his understanding of business operations and client relations.