William Becker
About William Becker
William Becker is an Intermediate Trainer in Transition Services at Transamerica, where he has worked since 2018. He has a diverse background in financial services, with experience in retirement plans, operations supervision, and training development.
Current Role at Transamerica
William Becker serves as an Intermediate Trainer in the Transition Services department at Transamerica. He has held this position since 2018, contributing to the training and development of staff in Denver, Colorado. His role involves enhancing the skills of team members and ensuring effective onboarding processes.
Previous Experience at Transamerica
Prior to his current role, William Becker worked as a Transition Manager at Transamerica from 2017 to 2018. During this time, he led the development and implementation of training and process documentation for the Client Transition Services department, focusing on improving operational efficiency.
Career Background in Financial Services
William Becker has a substantial background in financial services, having worked at OppenheimerFunds as an Operations Supervisor for ten years from 1999 to 2009. He also gained experience at Empower Retirement as a Retirement Plan Specialist from 2015 to 2017, where he focused on 401k plans and account transitions.
Educational Qualifications
William Becker completed his high school education at Canon City High School, earning a diploma from 1989 to 1993. He furthered his education at Concordia University-Irvine, where he studied Business Administration, Management, and Operations for one year in 1994-1995.
Certifications and Specializations
William Becker holds Series 6 and 63 registrations, indicating his expertise in financial securities. He specializes in process improvement and efficiency implementation within financial services operations, contributing to enhanced performance in his roles.