Shana Savage
About Shana Savage
Shana Savage is a Client Executive at Transamerica, where she has worked since 2009, focusing on retirement plans and client engagement. She has a background in trust services and holds an MBA from The University of Iowa Tippie College of Business.
Work at Transamerica
Shana Savage has been a Client Executive at Transamerica since 2009, serving for 15 years in Maryland, United States. In this role, she coordinates problem resolution with various internal departments to ensure seamless service delivery for retirement plans. She leads plan participant education meetings and marketing campaigns, which enhance client engagement and understanding of retirement solutions. Additionally, she consults with clients on legislative changes affecting retirement plans, demonstrating her strong understanding of regulatory environments.
Previous Experience at Hills Bank and Trust Company
Before joining Transamerica, Shana Savage worked at Hills Bank and Trust Company as an Associate Trust Officer from 1999 to 2009, accumulating 10 years of experience in Hills, Iowa, United States. In this position, she gained valuable insights into trust management and client relations, which contributed to her expertise in retirement plan management.
Education and Expertise
Shana Savage earned her Master of Business Administration from The University of Iowa Tippie College of Business, studying from 2004 to 2007. She also holds a Bachelor of Arts in Psychology from the University of Iowa, which she completed from 1994 to 1998. Her educational background provides a strong foundation for her work in client engagement and retirement plan management.
Retirement Plan Management Skills
Shana Savage presents Annual Plan Review and Annual Investment Review to retirement plan committees, showcasing her expertise in retirement plan management. She analyzes the structure and operation of clients' retirement plans to provide tailored recommendations for improvements, ensuring that clients receive effective and relevant advice.