Brian Bouchard
About Brian Bouchard
Brian Bouchard serves as the Vice President of Institutional DCIO Sales and National Accounts at Transamerica, where he has worked since 2020. He has a strong background in sales management and account stewardship, with previous roles at Morgan Stanley, USAA, and Thornburg Investment Management.
Work at Transamerica
Brian Bouchard has served as Vice President Institutional DCIO Sales and National Accounts at Transamerica since 2020. In this role, he focuses on managing institutional sales and national accounts, contributing to the company's growth in the Greater Boston area. His responsibilities include developing strategies to enhance sales performance and client satisfaction.
Previous Experience in Financial Services
Before joining Transamerica, Brian Bouchard held several key positions in the financial services industry. He worked at Morgan Stanley as Eastern Sales Manager for the Retirement Group from 2008 to 2009. He then served as Vice President Complex Business Development Officer at Morgan Stanley Smith Barney from 2010 to 2011. Additionally, he was the National Sales Manager for Defined Contribution Investment Only at USAA from 2015 to 2019, and he spent four years as Vice President Retirement Sales Consultant at Thornburg Investment Management from 2011 to 2015.
Education and Expertise
Brian Bouchard earned a Bachelor of Arts degree from The Catholic University of America. He furthered his education at Harvard Extension School, where he studied Business Administration and Management. His academic background supports his expertise in sales and account management within the financial sector.
Achievements in Sales Performance
Brian Bouchard has a proven track record of improving underperforming sales groups to enhance profit margins. His expertise includes stewarding major accounts to ensure client retention and satisfaction, which has led to year-over-year sales increases. He has received multiple sales awards in consecutive years, specifically in 2020 and 2021, recognizing his contributions to sales success.