Jonathan Mc Clain, C(k)p®, Crps®, Crpc®
About Jonathan Mc Clain, C(k)p®, Crps®, Crpc®
Jonathan McClain is a Regional Vice President at Transamerica, where he has worked since 2022 in the Greater Seattle Area. He has extensive experience in retirement solutions, having held various leadership roles at PNC, Mercer, and other financial institutions.
Work at Transamerica
Jonathan Mc Clain serves as the Regional Vice President at Transamerica, a position he has held since 2022. He operates in the Greater Seattle Area, where he focuses on developing financial advisor relationships across Washington and Northern Idaho. His role involves enhancing advisors' understanding of Transamerica's retirement capabilities and intellectual capital.
Previous Experience in Retirement Solutions
Before joining Transamerica, Mc Clain held various positions at PNC, including Director of Sales for DC Retirement Solutions and Director of Large Market - DC Retirement Solutions. His tenure at PNC lasted from 2019 to 2022, during which he managed large and complex defined contribution plan relationships and led new business and client service efforts.
Education and Expertise
Mc Clain studied at Mt. Hood Community College, focusing on Hotel & Resort Management, and later attended Portland State University, where he studied Economics and Political Economy. He has earned several professional designations, including Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®), showcasing his expertise in retirement planning.
Achievements and Recognition
Jonathan Mc Clain has received notable recognition in the financial advisory field. He was named to the Financial Times Top 401 Retirement Advisors list in both 2018 and 2019. Additionally, he was recognized as a Top Plan Advisor under 40 by the National Association of Plan Advisors in 2015, highlighting his impact in the retirement planning sector.
Career Background
Mc Clain's career spans various roles in the financial services and hospitality industries. He has worked at COUNTRY® Financial, Hilton Worldwide, and Mercer, where he guided retirement plan committees on investment selection and fiduciary education. His diverse background contributes to his comprehensive understanding of retirement solutions.