Kalene Widerman
About Kalene Widerman
Kalene Widerman serves as the TPA Vice President at Transamerica, a position she has held since 2008. With a background in finance and economics, she has extensive experience in client relationship management and retirement planning across various financial institutions.
Current Role as TPA Vice President
Kalene Widerman serves as the TPA Vice President at Transamerica, a position she has held since 2008. In this role, she oversees various aspects of third-party administration, focusing on enhancing client relationships and operational efficiency. Her extensive experience in the financial services industry contributes to her leadership in the Southern Region.
Previous Experience at Transamerica
Prior to her current role, Kalene Widerman worked at Transamerica as a Client Relationship Manager from 2007 to 2008. During this time, she was responsible for managing client accounts and ensuring customer satisfaction. This position provided her with valuable insights into client needs and expectations within the financial services sector.
Career Background in Financial Services
Kalene Widerman has a diverse background in financial services. She worked at John Hancock Life Insurance Company (U.S.A.) as an Internal Wholesaler from 2003 to 2007, where she focused on sales support and client engagement. Prior to that, she served as a Relationship Manager at SunTrust Bank from 1993 to 1999, and as a Senior Consultant in Retirement Planning at AXA Advisors from 1999 to 2003.
Educational Background in Finance and Economics
Kalene Widerman studied at Towson University, where she earned a Bachelor of Science (BS) degree. Her studies focused on Finance and Economics, providing her with a solid foundation for her career in the financial services industry. This academic background supports her expertise in managing client relationships and financial planning.