Anthony Mc Grath
About Anthony Mc Grath
Anthony McGrath is a Client Engagement Specialist and Business Design Analyst at Transamerica, where he has worked since 2017. He previously spent 13 years as an Institutional Equity Trader at Marsico Capital Management and holds multiple securities certifications.
Work at Transamerica
Anthony McGrath has worked at Transamerica since 2017 as a Client Engagement Specialist and Business Design Analyst. In this role, he serves as the face of the Advice Center, engaging with customers to identify their needs and determine how Transamerica can best assist them. He manages multiple customer outreach campaigns, each with unique procedures and requirements. McGrath has successfully planned, designed, tested, and deployed software updates every two weeks, which has improved productivity and efficiency within the team. He also serves as a peer mentor and trainer for new hires, contributing to the development of the team.
Previous Experience at Marsico Capital Management
Before joining Transamerica, Anthony McGrath worked at Marsico Capital Management for 13 years, from 2003 to 2016, as an Institutional Equity Trader. His earlier role at Marsico was as an Operations Specialist from 2001 to 2003. During his tenure, he gained extensive experience in the financial services industry, developing skills that he later applied in his current position at Transamerica.
Education and Certifications
Anthony McGrath studied at Northern Michigan University. He holds several industry certifications, including the SIE - Securities Industry Essentials certification, Series 65 - Uniform Investment Adviser Law certification, Series 6 - Investment Company Products/Variable Contracts Representative certification, and Series 63 - Uniform Securities Agent State Law certification. These qualifications reflect his commitment to professional development and expertise in the financial services sector.
Achievements in Customer Engagement
In his role at Transamerica, Anthony McGrath has achieved significant results in customer engagement. He exceeded the outreach targets of the Customer Relationships Specialist Team by an average of 33% and maintained a 90% close ratio with direct customer contact. His contributions to customer service were recognized when he was selected as the Most Valuable Team Player in his department for 2018, highlighting his commitment to teamwork and leadership.
Process Development and Optimization
At Transamerica, Anthony McGrath has played a key role in developing and implementing procedures for a new position within the Advice Center. He has also served as the department liaison with Business Design Analysts, focusing on developing processes and optimizing technological efficiencies. His efforts have contributed to enhancing operational workflows and improving service delivery.