Sarah M Mc Eleney AI F® Cpfa Chsa
About Sarah M Mc Eleney AI F® Cpfa Chsa
Sarah M Mc Eleney is the Director of Sales Strategy for Retirement at Transamerica, a position she has held since 2021. She has extensive experience in the retirement planning sector, having worked in various roles at notable financial institutions including Prudential Financial and Wells Fargo.
Work at Transamerica
Sarah M Mc Eleney currently serves as the Director of Sales Strategy for Retirement at Transamerica. She has held this position since 2021, contributing to the company's strategic initiatives in the retirement sector. Prior to this role, she worked as a Senior Client Executive at Transamerica from 2019 to 2021, where she focused on client relationships and sales strategies in the Tampa/St. Petersburg area.
Previous Employment History
Before joining Transamerica, Sarah Mc Eleney held various positions in the financial services industry. She worked at Kestra Financial as a Retirement Plan Advisor from 2018 to 2019. Her tenure at Prudential Financial included roles such as Director of National Platform Distribution from 2013 to 2015, Strategic Sales Director in 2012, and Assistant Director from 2010 to 2012. Additionally, she served as Vice President of Institutional Retirement & Trust Relationship Management at Wells Fargo from 2015 to 2016 and as a Senior Associate at Mercer from 2016 to 2018.
Education and Expertise
Sarah Mc Eleney earned her Bachelor of Arts degree from Central Connecticut State University. Her educational background, combined with her extensive experience in retirement planning and sales strategy, positions her as a knowledgeable professional in the financial services sector.
Board Membership and Community Involvement
Sarah Mc Eleney served as a Board Member for the Metro Hartford Alliance from 2005 to 2008. In addition to her professional roles, she was involved with the Girl Scouts of the USA as a Girl Scout Leader in Suffield, Connecticut, from 2014 to 2016, demonstrating her commitment to community engagement and youth development.