Nate Sherman, Cpc
About Nate Sherman, Cpc
Nate Sherman is a Manager Client Executive at Transamerica, where he has worked since 2018. He holds a Bachelor of Arts in Economics from Rutgers University and has over 15 years of experience in relationship management within the defined contribution plans sector.
Work at Transamerica
Nate Sherman has been employed at Transamerica since 2018, serving as a Manager Client Executive. In this role, he is responsible for conducting both group and individual meetings with plan participants. His focus is on ensuring that participants understand the rationale behind plan decisions. Sherman's expertise in managing client relationships is evident as he leads clients through synchronized execution of plan design and fund changes.
Education and Expertise
Nate Sherman earned a Bachelor of Arts in Economics from Rutgers University. He holds the Certified Pension Consultant designation from the American Society of Pension Professionals and Actuaries. His educational background and certifications contribute to his extensive knowledge in the field of defined contribution retirement plans.
Background
Before joining Transamerica, Nate Sherman worked at Milliman for a total of 16 years in various roles. His positions included Principal and Relationship Manager, where he managed defined contribution plans operations. He began his career at Milliman as a Relationship Manager and progressed to supervisory roles, gaining significant experience in relationship management within the retirement plans sector.
Achievements
Nate Sherman has over 15 years of experience specifically in relationship management within the defined contribution plans sector. He provides thought leadership in this field, contributing to the development and execution of effective retirement plan strategies for clients. His extensive experience and leadership skills have positioned him as a knowledgeable resource in the industry.