Heather Taylor, Qka, Qpa, Qkc
About Heather Taylor, Qka, Qpa, Qkc
Heather Taylor serves as the Lead Client Executive for Workplace Solutions at Transamerica, where she has worked since 2018. She specializes in managing client relationships for retirement plans and has a background in organizational leadership from The University of Akron.
Work at Transamerica
Heather Taylor has served as the Lead Client Executive for Workplace Solutions at Transamerica since 2018. In this role, she is based in Cleveland, Ohio, and focuses on managing client relationships specifically for 401(k), defined benefit (DB), and multiple employer plans (MEP). Her responsibilities include driving profitability and assisting participants in achieving retirement readiness through effective asset retention strategies.
Previous Experience at CBIZ Retirement Plan Services
Before joining Transamerica, Heather Taylor worked as Vice President at CBIZ Retirement Plan Services from 2013 to 2018 in Uniontown, Ohio. In this position, she was responsible for conducting formal presentations aimed at maintaining and gathering retirement program assets. Her efforts contributed to the overall management and growth of retirement plans during her tenure.
Career Background in Retirement Services
Heather Taylor has a diverse background in retirement services, having worked in various roles prior to her current position. She served as a Sales and Business Integration Consultant at Tegrit Financial Group LLC from 2012 to 2014 and as Manager of Plan Conversion and Consulting at Summit Retirement Plan Services, Inc. from 2007 to 2012. These positions provided her with extensive experience in client management and retirement plan consulting.
Education and Expertise
Heather Taylor earned her Bachelor's degree in Organizational Leadership from The University of Akron. Her educational background, combined with her professional experience, has equipped her with the skills necessary to manage complex client relationships and develop effective strategies for retirement readiness.