Ryan Pate, Cpc, Qpfc
About Ryan Pate, Cpc, Qpfc
Ryan Pate is a Client Executive at Transamerica, where he has worked since 2017, specializing in large-market retirement plan clients. With over 15 years of experience in strategic client service, he has previously held various roles at Charles Schwab, contributing to his expertise in relationship management.
Work at Transamerica
Ryan Pate has been a Client Executive at Transamerica since 2017, operating out of Denver, Colorado. In this role, he focuses on serving large-market retirement plan clients, specifically those with assets exceeding $50 million. His responsibilities include initiating and cultivating relationships with key organizational stakeholders to ensure optimal outcomes and maintain profitability balance. Prior to his current position, he worked at Transamerica from 2014 to 2017 in the Austin, Texas area, also as a Client Executive.
Experience at Charles Schwab
Ryan Pate has extensive experience at Charles Schwab, where he held multiple roles over a span of ten years. He served as a Retirement Plan Specialist from 2004 to 2006 and as a Relationship Manager from 2007 to 2014. Additionally, he worked as a Client Service Analyst from 2005 to 2007. His tenure at Charles Schwab contributed to his expertise in strategic client service and retention.
Education and Expertise
Ryan Pate earned a Bachelor of Science degree in Physics and Mathematics from Colorado State University, completing his studies from 1998 to 2002. His educational background supports his analytical skills and enhances his ability to serve large-market retirement plan clients effectively. He holds professional certifications as a Certified Plan Consultant (CPC) and Qualified Plan Financial Consultant (QPFC).
Professional Background
With over 15 years of experience in strategic client service and retention, Ryan Pate has developed a proven track record in the financial services industry. His roles have included significant responsibilities in relationship management and client service, enabling him to build strong connections with clients and stakeholders. His career has been characterized by a focus on optimizing client outcomes and maintaining profitability.