Bo Barrett, Cfp®
About Bo Barrett, Cfp®
Bo Barrett, CFP®, is a Regional Vice President at Transamerica, bringing over 20 years of experience in the financial services industry. He has held various leadership roles, including positions at Prudential Financial, John Hancock, and Realty Capital Securities.
Work at Transamerica
Bo Barrett serves as Regional Vice President at Transamerica, a position he has held since 2023. In this role, he consults one-on-one with financial professionals to customize Transamerica solutions that align with client financial objectives. He focuses on addressing client challenges and enhancing their financial strategies.
Previous Experience in Financial Services
Prior to joining Transamerica, Bo Barrett accumulated extensive experience in the financial services sector. He worked as Regional Vice President at Prudential Financial from 2015 to 2023, and at Realty Capital Securities from 2011 to 2015. His tenure at John Hancock lasted from 2005 to 2011. Additionally, he served as a Financial Advisor at UBS from 2002 to 2004.
Corporate Background
Before his extensive career in financial services, Bo Barrett gained experience in corporate sales. He worked as a Corporate Account Manager at Verizon from 1999 to 2002. This role provided him with foundational skills in client management and corporate relations.
Education and Expertise
Bo Barrett completed his education at Texas Christian University, where he earned a Bachelor of Business Administration (BBA) with a focus on Finance and Marketing from 1994 to 1998. He also studied at Rockhurst High School from 1990 to 1994. Additionally, he holds the Certified Financial Planner (CFP®) designation, underscoring his expertise in financial planning.
Professional Development and Training
In his current role, Bo Barrett is involved in delivering seminars, training sessions, and continuing education classes aimed at enhancing the understanding of annuity solutions among financial advisors. His focus on professional development reflects his commitment to supporting financial professionals in their practices.