Joe Whitney
About Joe Whitney
Joe Whitney is an experienced Account Manager specializing in Retirement Plans at Transamerica, where he has worked since 2019. He has held various account management roles in the financial and real estate sectors, accumulating over a decade of experience in the industry.
Work at Transamerica
Joe Whitney has been employed at Transamerica as an Account Manager in the Retirement Plans division since 2019. In this role, he is responsible for managing client accounts and ensuring that retirement plan services meet the needs of clients. His experience in account management contributes to his effectiveness in this position.
Previous Employment Experience
Before joining Transamerica, Joe Whitney held various positions in account management and customer service. He worked at PayPal from 2009 to 2014 as a Manager and Account Manager. Prior to that, he was an SAA Account Manager in the Compensation Research Department at Securities America, Inc. from 2005 to 2008. His earlier experience includes a role as a Senior Customer Service Representative at Pioneer Investments from 2000 to 2005 and as a Licensed Real Estate Agent at Home Real Estate in 2018.
Education and Expertise
Joe Whitney holds multiple degrees. He earned a Bachelor's degree in Business Management from The University of South Dakota, completing his studies from 1993 to 1998. He later pursued further education at Peru State College, where he obtained a Bachelor's degree in Computer Management Information Systems (CMIS) from 2017 to 2020, and a Master's degree in Organizational Management from 2011 to 2013.
Career Timeline
Joe Whitney's career spans over two decades, beginning with his role at Pioneer Investments in 2000. He transitioned to Securities America, Inc. in 2005, where he worked until 2008. Following this, he spent five years at PayPal, before moving to Evolution1 as an Account Manager from 2014 to 2016. After a brief stint in real estate in 2018, he joined Transamerica in 2019, where he continues to work.