James Aherne
About James Aherne
James Aherne serves as the Vice President of TPA Services at Transamerica, where he has worked since 2021. He holds a Bachelor of Science in Investments and Financial Planning from Salisbury University and has extensive experience in financial advisory roles.
Work at Transamerica
James Aherne serves as Vice President of TPA Services at Transamerica, a position he has held since 2021. Based in Denver, Colorado, he provides technical and practical support to administrators, focusing on enhancing productivity and efficiency in partnerships with the company. Prior to his current role, Aherne worked as a Sales Consultant for Mid Market Retirement Plans at Transamerica from 2018 to 2021. His experience at Transamerica spans multiple roles, demonstrating his commitment to the organization.
Education and Expertise
James Aherne earned a Bachelor of Science degree in Investments and Financial Planning from Salisbury University, specifically from the Perdue School of Business. He furthered his education by studying at The American College of Financial Services, where he achieved the Chartered Financial Consultant designation. Additionally, he attended the College for Financial Planning, enhancing his expertise in financial services and planning.
Background
Before his tenure at Transamerica, James Aherne worked as a Financial Advisor at Morgan Stanley from 2011 to 2013 in the Washington D.C. Metro Area. He then transitioned to MERRILL LYNCH, PIERCE, FENNER & SMITH LIMITED, where he served as a Financial Advisor and Planner from 2013 to 2018. His background in financial advising has equipped him with a strong foundation in client management and financial strategy.
Achievements
In his role, James Aherne collaborates with mutual fund wholesalers to create unique training and social events for financial advisors. This initiative reflects his commitment to fostering professional development within the financial services industry. His experience and educational background contribute to his ability to enhance the effectiveness of financial advisory services.