Joe Plum, MBA, Apa
About Joe Plum, MBA, Apa
Joe Plum, MBA, Apa, serves as a Director and Client Executive at Transamerica, where he has worked since 2013. With extensive experience in managing retirement plans across various industries, he previously held multiple roles at Wells Fargo Bank and MetLife.
Work at Transamerica
Joe Plum has served as Director and Client Executive at Transamerica since 2013. In this role, he manages a portfolio of retirement plans with assets totaling $1.5 billion, generating $2.8 million in annual revenue. His responsibilities include directing all aspects of plan transitions and start-ups, coordinating education strategies, and gathering necessary plan documents and agreements. Plum specializes in providing proactive Plan Fiduciary support and implementing industry best practices to enhance total workforce rewards.
Previous Experience at Wells Fargo Bank
Before joining Transamerica, Joe Plum worked at Wells Fargo Bank for 14 years, from 1999 to 2013. He held the position of Vice President and Relationship Manager during this time. Prior to that, he served as Bank Center Manager for one year and as Plan Administrator for another year. His extensive experience at Wells Fargo contributed to his expertise in managing client relationships and retirement plans.
Education and Expertise
Joe Plum holds a Bachelor of Science degree in Organizational Communications from Excelsior College, New York. He also earned a Master’s degree in Business Administration from the W. P. Carey School of Business at Arizona State University, where he studied from 2008 to 2009. His educational background supports his specialization in managing retirement plans across various industries, including healthcare, higher education, aerospace, insurance, and government.
Client Satisfaction Achievements
Joe Plum achieved top box results in the Chatham survey for client satisfaction. This recognition reflects his commitment to delivering high-quality service and maintaining strong client relationships throughout his career in the financial services industry.