M. Palmer Whitney
About M. Palmer Whitney
M. Palmer Whitney serves as the Senior Vice President and Head of Client Engagement, Account Management, and Participant Education at Transamerica. With extensive experience in client management and business development across various financial institutions, Whitney has held significant roles at Principal Financial Group and MassMutual Financial Group.
Work at Transamerica
M. Palmer Whitney currently serves as Senior Vice President, Head of Client Engagement, Account Management and Participant Education at Transamerica. He has held this position since 2022. Prior to this role, he was Senior Vice President and Senior Director of Client Engagement at Transamerica from 2018 to 2020. In these roles, he has focused on enhancing client engagement and overseeing account management strategies.
Previous Experience at Principal Financial Group
Whitney worked at Principal Financial Group in various capacities. He served as National Channel Director for one year from 2000 to 2001. Following this, he held the position of Vice President of Sales and Marketing Administration from 2001 to 2003. He also worked as Director of Business Development for the Non-Profit Market in the Eastern United States from 2003 to 2005.
Experience at MassMutual Financial Group
Whitney held multiple roles at MassMutual Financial Group. He was the National Managing Director for the Non-Profit Market from 2005 to 2010. He then served as Assistant Vice President of Client Management for the Northeast and Mid-Atlantic regions from 2010 to 2013. Finally, he worked as Vice President of Client Management for the Large Market from 2014 to 2018.
Education and Expertise
M. Palmer Whitney earned a Bachelor's degree in Political Science and Government from the University of Maine. He also attended Kingswood Oxford School. His educational background supports his extensive career in client engagement and account management across various financial services organizations.
Achievements in Client Engagement
Whitney has been recognized as a market leader in delivering world-class Customer Experience. He oversaw the development and successful rollout of a state-of-the-art Customer Experience Management software. Additionally, he has trained and mentored a national sales force, driving new sales results and establishing corporate-to-corporate relationships to grow market segments.