Brian Simpson
About Brian Simpson
Brian Simpson is a Director and Client Executive at Transamerica Retirement Solutions, where he has worked since 2015. He has over 28 years of experience in the financial industry and holds multiple FINRA certifications.
Work at Transamerica
Brian Simpson has been employed at Transamerica Retirement Solutions since 2015, where he holds the position of Director, Client Executive. In this role, he is responsible for managing client relationships and providing strategic guidance to enhance retirement solutions for clients. His tenure at Transamerica has spanned over nine years, during which he has leveraged his extensive experience in the financial industry to support clients in achieving their retirement goals.
Education and Expertise
Brian Simpson earned a Bachelor of Business Administration with a focus on Finance and Economics from Texas Tech University, completing his studies from 1989 to 1993. His educational background provides a strong foundation for his career in the financial sector, equipping him with the knowledge necessary to navigate complex financial scenarios. He also holds multiple FINRA certifications, including Series 7, 9, 10, 63, and 66, which further demonstrate his expertise in the financial services industry.
Background
Brian Simpson has over 28 years of experience in the financial industry. He began his career at Fidelity Investments, where he worked in various roles from 1993 to 2015. His positions included Service/Brokerage Trading Representative, Senior Financial Services Trainer, Senior Investment Education Consultant, and Senior Managing Director. This diverse experience has contributed to his comprehensive understanding of financial services and client management.
Achievements
Throughout his career, Brian Simpson has held several key positions at Fidelity Investments, where he developed his skills in client service and financial education. His roles involved training new financial services professionals and consulting on investment education, showcasing his commitment to enhancing client knowledge and service quality. His progression to Senior Managing Director reflects his ability to lead teams and drive results in a competitive financial landscape.