Joe Tarantino, Crpc
About Joe Tarantino, Crpc
Joe Tarantino is a Retirement Plan Specialist at Transamerica, where he has worked since 2017. He has a background in financial services, having held various roles at companies such as Sutherland Global Services, Prudential Financial, and MetLife.
Work at Transamerica
Joe Tarantino has served as a Retirement Plan Specialist at Transamerica since 2017. In this role, he leads the asset consolidation team, achieving an average of $13 million in rollovers monthly for active participants. His responsibilities include traveling to client locations to deliver presentations and conduct one-on-one meetings regarding retirement plan changes. He acts as a liaison for outside advisors and on-site representatives, facilitating necessary tasks for new plan participants.
Previous Experience in Financial Services
Before joining Transamerica, Joe Tarantino held various positions in the financial services industry. He worked at Sutherland Global Services as a Business Relationship Manager from 2009 to 2011 in the Syracuse, New York Area. He also served as a Financial Professional at Prudential Financial from 2012 to 2014 and as a Replacement Analyst at MetLife from 2015 to 2016 in the Tampa/St. Petersburg, Florida Area. Additionally, he was an Outside Sales Representative at 2020 Companies from 2007 to 2008 in Syracuse.
Education and Expertise
Joe Tarantino earned a Bachelor's Degree in Marketing from Le Moyne College. His educational background provides a foundation for his expertise in retirement planning and financial services. This knowledge supports his current role at Transamerica, where he applies his skills in asset consolidation and client relations.
Background in Sales and Client Relations
Joe Tarantino has a background in sales and client relations, which is evident from his previous roles. His experience as an Outside Sales Representative at 2020 Companies and as a Business Relationship Manager at Sutherland Global Services equipped him with skills in client engagement and relationship management. These skills are essential in his current position, where he interacts with clients and advisors to facilitate retirement planning.