Julie Penrod
About Julie Penrod
Julie Penrod is a Senior Trainer at Transamerica, where she has worked since 2010. She has extensive experience in the financial services industry, having held various roles at Aegon and other companies.
Work at Transamerica
Julie Penrod has held the position of Senior Trainer at Transamerica since 2010. In this role, she is responsible for developing training programs and resources to enhance the skills and knowledge of employees. Her extensive experience in the financial services industry contributes to her effectiveness in this position. Over her 14 years at Transamerica, she has played a key role in training initiatives that support the company's objectives.
Previous Experience at Aegon
Before joining Transamerica, Julie Penrod worked at Aegon in various roles. She served as an Internal Life Wholesaler for 8 months in 1999. Following this, she worked as a Sales Support Analyst II from 2000 to 2006, where she contributed for 6 years. Additionally, she began her career at Aegon as a Customer Service Specialist from 1998 to 1999, gaining foundational experience in customer relations.
Career at Berthel Fisher & Company
Julie Penrod worked at Berthel Fisher & Company Financial Services, Inc. as an Insurance Coordinator from 2006 to 2010. During her 4 years in this role, she was responsible for coordinating insurance-related activities and supporting the sales team. This position further developed her expertise in the financial services sector.
Educational Background
Julie Penrod studied at Colorado State University, where she earned a Master of Education (MEd) in Adult Education and Training from 2020 to 2023. Prior to this, she obtained a Bachelor of Business Administration in Marketing from Mount Mercy University, completing her studies from 2003 to 2005. Her educational background supports her professional roles in training and development.
Early Career Experience
Julie Penrod began her career at APAC Teleservices Inc as an Insurance Agent/Reporting Administrator from 1994 to 1998, where she worked for 4 years. This early experience provided her with a strong foundation in insurance and customer service, which has been beneficial throughout her career in the financial services industry.