Matthew Padon
About Matthew Padon
Matthew Padon is a Manager of Client Onboarding at Transamerica, where he has worked since 2022. He holds a Bachelor of Science in Finance from Colorado State University and has extensive experience in the financial services industry.
Work at Transamerica
Matthew Padon currently serves as the Manager of Client Onboarding at Transamerica, a position he has held since 2022. His role involves overseeing the onboarding process for new clients, ensuring a smooth transition and integration into the company's services. Prior to this, he worked as an Intermediate Transition Manager for two months in 2019 and as a Transition Manager from 2017 to 2019. Additionally, he held the position of Lead Transition Manager from 2019 to 2022, where he further developed his expertise in client transitions.
Education and Expertise
Matthew Padon earned a Bachelor of Science degree in Finance, Corporate Finance, and Investment Analysis from Colorado State University, where he studied from 2010 to 2013. He also pursued studies in Business Administration and Management at Front Range Community College and Fort Lewis College, enhancing his knowledge in business practices. His educational background supports his extensive experience in the financial services industry, where he has developed skills in critical thinking and social media.
Background
Matthew Padon has a diverse professional background that includes various roles in the financial services sector. Before joining Transamerica, he worked at Empower Retirement as a Senior Retirement Representative from 2015 to 2017 and as a Licensed Financial Representative for nine months in 2015. He also gained experience as an Office Manager at Bricker Wilson Construction Services, LLC, from 2013 to 2014. This range of positions has contributed to his comprehensive understanding of client management and financial operations.
Achievements
Matthew Padon has a demonstrated history of working in the financial services industry, indicating extensive experience in this field. His roles at Transamerica and Empower Retirement highlight his ability to manage client transitions and support retirement services. His proficiency in Microsoft Word and strong background in critical thinking further enhance his capabilities in his current position.