Marcie Carvalho
About Marcie Carvalho
Marcie Carvalho is the Regional Vice President at Transamerica in Denver, Colorado, a position she has held since 2021. She has extensive experience in sales, annuities, and retirement planning, with a career spanning over two decades in the financial services industry.
Work at Transamerica
Marcie Carvalho has held multiple positions at Transamerica, currently serving as Regional Vice President since 2021 in Denver, Colorado. In this role, she focuses on sales and annuities, leveraging her extensive experience in the financial services sector. Prior to her current position, she worked as Regional Vice President from 2019 to 2020 and as a Senior Internal Wholesaler from 2007 to 2019. Her tenure at Transamerica demonstrates her commitment to the organization and her expertise in business development.
Education and Expertise
Marcie Carvalho earned a Bachelor of Arts in Sociology with an emphasis on Criminology from the University of Colorado Boulder, completing her studies from 2001 to 2005. Her educational background supports her expertise in retirement and estate planning, which she has developed throughout her career in the financial services industry. This combination of education and practical experience positions her as a knowledgeable professional in her field.
Background
Before joining Transamerica, Marcie Carvalho worked at Financial Distributors Group as Regional Director from 2020 to 2021. Her career in finance began at U.S. Bank, where she served as a Banker from 2003 to 2005. This early experience laid the foundation for her subsequent roles in sales and business development within the financial services industry, contributing to her overall professional growth.
Achievements
Marcie Carvalho has a demonstrated history of success in sales and annuities, particularly during her time at Transamerica. Her strong background in business development has enabled her to effectively contribute to the growth of the organizations she has worked for. While specific achievements are not detailed, her career trajectory reflects a consistent advancement in roles and responsibilities within the financial services sector.