Joe Centofanti
About Joe Centofanti
Joe Centofanti is a Client Executive at Transamerica, where he has worked since 2019, specializing in managing defined contribution retirement plans. With over 25 years of experience in retirement plan consulting, he has held various roles at notable companies in the industry.
Work at Transamerica
Joe Centofanti has been serving as a Client Executive at Transamerica since 2019. In this role, he specializes in managing defined contribution retirement plans with assets of $50 million or more. He consults with clients on participant communication and education objectives, developing strategies to meet their goals. Additionally, he acts as an escalation point for service-related issues, identifying root causes and designing resolution strategies. His focus is on improving retirement plan outcomes and profitability through strategic and tactical planning.
Previous Experience in Retirement Services
Before joining Transamerica, Joe Centofanti held various positions in the retirement services sector. He worked at Empower Retirement in multiple roles, including Relationship Manager for Large Market and Client Relationship Director for National Accounts. He also served as Vice President of Strategic Relationship Management at John Hancock. His extensive experience includes roles at Principal Financial Group, Guardian Life, and Great-West Financial, where he managed client relationships and retirement solutions.
Education and Expertise
Joe Centofanti studied at Pace University-Pleasantville/Briarcliff Campus, where he earned a Bachelor of Business Administration (BBA) with a focus on Management Information Systems. With over 25 years of experience in retirement plan consulting and servicing, he has developed expertise in managing RFP projects, evaluating plan pricing, and developing retention strategies. His educational background complements his practical experience in the industry.
Career Timeline
Joe Centofanti's career spans over two decades in the retirement services industry. He began his career at Transamerica Retirement Solutions as a Client Service Consultant from 1997 to 2000. He then held various roles at AB, MetLife, and Great-West Financial before joining Empower Retirement. After a tenure at John Hancock, he returned to Transamerica in 2019 as a Client Executive. His career reflects a consistent focus on retirement plan management and client relationship development.