Chad Spencer
About Chad Spencer
Chad Spencer serves as the Regional Vice President at Transamerica, overseeing mutual fund distribution across five states. He has a background in finance and economics, with previous roles at Waddell & Reed, AIG, Russell Investments, and Morgan Stanley Smith Barney.
Work at Transamerica
Chad Spencer has been serving as Regional Vice President at Transamerica since 2020. In this role, he is responsible for overseeing various aspects of mutual fund distribution. His position is based in Seattle, Washington, where he applies his expertise in asset allocation and economic investments to enhance the company's performance in the financial services sector.
Previous Experience at AIG
Prior to his current role, Chad Spencer worked at AIG as Regional Vice President from 2013 to 2020. He operated in the Greater Seattle Area, where he focused on managing distribution strategies and fostering client relationships. His tenure at AIG contributed to his extensive knowledge in the financial industry.
Background in Financial Services
Chad Spencer has a diverse background in financial services, having worked at several notable firms. He began his career as an intern at Morgan Stanley Smith Barney in 2007. He then served as an Internal Wholesaler at Russell Investments from 2010 to 2013, before taking on the role of Financial Advisor at Waddell & Reed from 2008 to 2010.
Education and Expertise
Chad Spencer earned a Bachelor of Arts degree in Economics and Political Science from the University of Washington, where he studied from 2004 to 2008. His educational background provides a strong foundation for his expertise in asset allocation and economic investments, which are essential for his current responsibilities in mutual fund distribution.