Brian Liss
About Brian Liss
Brian Liss is a Senior Key Client Development Manager at Transamerica, where he has worked since 2021. He has extensive experience in retirement sales and investment analysis, having held various roles at Transamerica over nearly two decades.
Work at Transamerica
Brian Liss has held multiple positions at Transamerica over a span of more than two decades. He began his career at the company as an Investment Analyst from 2002 to 2011, where he worked for nine years. Following this role, he served as a Sales Consultant from 2011 to 2019 for eight years. In 2019, he transitioned to the role of Regional Vice President - Large Market Retirement Sales, a position he held until 2021. Since 2021, he has been working as a Senior Key Client Development Manager, focusing on marketing and relationship management of key strategic partners for the Transamerica Retirement Plan Exchange.
Education and Expertise
Brian Liss earned his Bachelor of Science degree in Finance from the Isenberg School of Management at the University of Massachusetts at Amherst, where he studied from 1998 to 2002. He possesses expertise in designing and administering retirement plans for both corporate and not-for-profit sectors. His skills include investment fundamentals and education/communication related to defined contribution, defined benefit, and nonqualified plans.
Background
Brian Liss has extensive experience in the financial services industry, particularly in retirement plan management and sales. His career at Transamerica has provided him with a comprehensive understanding of retirement solutions and client relationship management. His roles have evolved from analytical positions to leadership in sales and client development, reflecting his growth and adaptability in the field.
Achievements
Throughout his career at Transamerica, Brian Liss has contributed to various initiatives related to retirement planning and client engagement. His responsibilities have included managing relationships with key strategic partners and overseeing the marketing efforts for the Transamerica Retirement Plan Exchange. His extensive tenure in different roles has equipped him with a broad perspective on the retirement planning landscape.