Leann Yates, Flmi, Acs
About Leann Yates, Flmi, Acs
Leann Yates is the Director of Annuity New Business and Relationship Management at Transamerica, where she has worked since 2021. She has extensive experience in sales management and operations, having held various roles at companies such as Meredith Corporation, Maytag Appliances, Marsh McLennan, and Global Atlantic Financial Group.
Current Role at Transamerica
Leann Yates serves as the Director of Annuity New Business and Relationship Management at Transamerica, a position she has held since 2021. In this role, she leads the Annuity Operations Relationship Team, focusing on providing proactive support and resolving issues for key firms. Her responsibilities include facilitating financial and operational audits, ensuring effective management of internal controls, and collaborating with sales partners for volume forecasting and resource capacity planning.
Previous Experience in Financial Services
Before joining Transamerica, Leann Yates accumulated extensive experience in the financial services sector. She worked at Global Atlantic Financial Group as Senior Manager of Life Operations and TPA Relationship Management from 2011 to 2021. Prior to that, she held the position of Manager, New Business (BPO) at Marsh McLennan from 2007 to 2011. Her earlier roles include Manager of Inside Sales and Relationship Manager at Maytag Appliances Sales Co from 2000 to 2006 and Marketing Manager Analyst at Meredith Corporation from 2006 to 2007.
Educational Background
Leann Yates holds a Bachelor's degree from Iowa State University. She also earned an Associate's Degree from Iowa Central Community College. Her educational background provides a solid foundation for her career in financial services and management.
Professional Certifications and Compliance
Leann Yates is a Supervising Principal for Series 26 Registered staff, ensuring compliance with FINRA requirements. This role underscores her commitment to regulatory standards and effective management within the financial services industry.
Focus on Continuous Improvement
In her current position, Leann Yates fosters a culture of continuous improvement aimed at enhancing customer experience. She collaborates with various business units to streamline processes and improve service delivery, demonstrating her commitment to operational excellence.