Scott Geffre
About Scott Geffre
Scott Geffre serves as an Internal Wholesaler for Retirement Plans at Transamerica, a position he has held since 2021. He previously worked as a Lead Trainer for Mutual Funds at Transamerica from 2008 to 2021.
Work at Transamerica
Scott Geffre currently serves as an Internal Wholesaler for Retirement Plans at Transamerica, a position he has held since 2021. In this role, he focuses on promoting and distributing retirement plan products to financial advisors and clients. Prior to this, he worked as a Lead Trainer for Mutual Funds at Transamerica from 2008 to 2021, where he was responsible for training and developing staff in mutual fund products and services.
Background
Scott Geffre has a substantial tenure at Transamerica, spanning over 13 years. He began his career at the company in 2008 as a Lead Trainer for Mutual Funds, where he contributed to the education and training of employees in the mutual funds sector. In 2021, he transitioned to the role of Internal Wholesaler for Retirement Plans, continuing his professional journey within the organization.
Education and Expertise
While specific educational details are not provided, Scott Geffre's extensive experience in the financial services industry, particularly in mutual funds and retirement plans, indicates a strong foundation in financial products and training methodologies. His roles have required a deep understanding of retirement planning and investment strategies.
Achievements
During his time at Transamerica, Scott Geffre has played a significant role in the training and development of staff in mutual funds and retirement plans. His transition from Lead Trainer to Internal Wholesaler demonstrates his adaptability and commitment to advancing within the company, contributing to the overall success of Transamerica's retirement planning initiatives.