Connie T.
About Connie T.
Connie T. is a Retirement Plan Specialist at Transamerica, where she has worked since 2023. She has a diverse background in healthcare and financial services, with previous roles at Intermountain Medical Center, Fidelity Investments, and the University of Utah Hospitals and Clinics.
Work at Transamerica
Connie T. currently serves as a Retirement Plan Specialist at Transamerica, a position she has held since 2023. In this role, she focuses on providing retirement planning solutions and support to clients. Her experience in the financial services sector enhances her ability to guide individuals and organizations in managing their retirement plans effectively.
Previous Experience in Healthcare
Connie T. has a diverse background in the healthcare sector. She worked at Intermountain Medical Center as a Surgical Technologist for one year from 2016 to 2017. Additionally, she held various roles at University of Utah Hospitals and Clinics, including Healthcare Central Service Material Management from 2012 to 2015, and completed internships in sterile processing. Her experience in healthcare has provided her with a strong foundation in service-oriented roles.
Experience at Fidelity Investments
Connie T. has extensive experience at Fidelity Investments, where she worked in multiple capacities. She served as a Customer Relations Associate from 2017 to 2020, followed by roles as a College Planning Specialist from 2020 to 2021, and a Wealth Management Service Specialist from 2021 to 2023. This experience has equipped her with a comprehensive understanding of financial planning and client relations.
Education and Expertise
Connie T. holds a Bachelor of Science in Business from the University of Utah and has pursued further education in financial planning at the University of California, Berkeley, where she completed CFP Education + Review. She is also working towards a Master of Business Administration (MBA) in Business Analytics at Southern Utah University. Her educational background supports her expertise in financial services and retirement planning.
Passion for Diversity, Equity, and Inclusion
Connie T. is passionate about leveraging diversity, equity, and inclusion (DE&I) to create economic impact. She actively seeks to incorporate these principles into her professional endeavors, aiming to foster an inclusive environment that benefits all stakeholders. Her commitment to DE&I reflects her broader interest in the intersection of social responsibility and economic development.