Noel Crawford
About Noel Crawford
Noel Crawford is the Manager of Client Transition Services at Transamerica Retirement Solutions, where he has worked since 2017. With over 17 years of experience in retirement plans, he specializes in complex data and asset transfers and has previously held positions at TIAA, Empower Retirement, and Union Bank.
Work at Transamerica Retirement Solutions
Noel Crawford has served as the Manager of Client Transition Services at Transamerica Retirement Solutions since 2017. In this role, he specializes in managing large, customized, and complex data and asset transfers from prior financial vendors. His expertise in client transitions is critical for ensuring smooth operations and high levels of customer satisfaction. His position involves coordinating with various stakeholders to facilitate seamless transitions for clients, leveraging his extensive experience in the retirement plans sector.
Previous Experience at TIAA and Empower Retirement
Before joining Transamerica, Noel Crawford worked at TIAA as a Senior Delivery Consultant from 2009 to 2015. During his six years there, he focused on delivering solutions for retirement plans. Following his tenure at TIAA, he served as a Conversion Specialist at Empower Retirement from 2015 to 2017. His roles at these organizations provided him with a solid foundation in managing complex retirement plan transitions and data transfers.
Background in Retirement Plans
Noel Crawford has over 17 years of experience in the retirement plans industry, specifically with plans such as 457, 401(k), 403(b), and 401(a). His extensive background equips him with the knowledge and skills necessary to navigate the complexities of retirement plan management and client transitions. This experience has established him as a knowledgeable resource in the field.
Education and Expertise
Noel Crawford studied at California State University, Fullerton, where he focused on Child and Adolescent Studies from 1994 to 1997. Although his educational background is in a different field, his professional journey has led him to develop significant expertise in retirement plan management and client services. His analytical skills and problem-solving abilities contribute to his effectiveness in his current role.
Career at Union Bank
Prior to his roles in the retirement sector, Noel Crawford worked at Union Bank as a Recordkeeping Manager from 2000 to 2006. In this position, he was responsible for overseeing recordkeeping operations, which provided him with valuable insights into financial services and client management. This experience laid the groundwork for his later work in retirement plan consulting.