Steve Geisert
About Steve Geisert
Steve Geisert is a Senior Manager of Business Development at Transamerica, with over 25 years of experience in retirement plan management. He has held various leadership roles at prominent financial institutions, including Goldman Sachs, UBS, and PIMCO, and holds the Certified 401(k) Professional designation.
Current Role at Transamerica
Steve Geisert serves as the Senior Manager of Business Development at Transamerica, a position he has held since 2019. In this role, he focuses on identifying market opportunities and developing product solutions tailored for institutional clients. His extensive experience in retirement plan management enhances his ability to drive business development initiatives effectively.
Previous Experience in Financial Services
Steve Geisert has a robust background in the financial services sector, having held various senior positions. He worked at Goldman Sachs Asset Management as Vice President from 2007 to 2011 and at UBS Financial Services as Corporate Vice President from 1990 to 2006. His tenure at these firms contributed to his expertise in qualified plan regulations and compliance.
Educational Background
Steve Geisert completed his Bachelor of Arts in Psychology at Queens College, where he studied from 1988 to 1994. Prior to that, he attended Archbishop Molloy from 1984 to 1988. His educational background provides a foundation for his understanding of client needs and market dynamics in the financial sector.
Professional Designations and Expertise
Steve Geisert holds the Certified 401(k) Professional (C(K)P) designation, underscoring his expertise in retirement plan management. He has over 25 years of experience in this field, with a strong focus on product management and distribution, as well as adviser training.
Career Progression and Key Roles
Throughout his career, Steve Geisert has held several key roles in prominent financial institutions. He was a Director at BlackRock from 2016 to 2019, and prior to that, he served as Senior Vice President at PIMCO from 2011 to 2016. His career also includes a position as Managing Director at Bear Stearns & Co. and Vice President at PaineWebber, showcasing a diverse and extensive career in the finance industry.