Zach Witman (Witte) Cfa, Cpa
About Zach Witman (Witte) Cfa, Cpa
Zach Witman, CFA, CPA, serves as the Senior Portfolio Director at Transamerica, where he focuses on transforming client interactions in the Life Insurance Business. He has extensive experience in leadership roles at KPMG and other organizations, emphasizing large-scale transformation projects within the insurance sector.
Work at Transamerica
Zach Witman has served as the Senior Portfolio Director at Transamerica since 2022. In this role, he leads the Strategic Planning Office for the Life Business, focusing on transforming client interactions and enhancing market approaches within the life insurance sector. His responsibilities include overseeing strategic initiatives that aim to improve operational efficiency and client engagement.
Professional Experience at KPMG
Zach Witman has extensive experience at KPMG, where he held various positions over several years. He worked as a Director from 2019 to 2020 in Orlando, Florida, and again from 2020 to 2022 in Detroit, Michigan. Prior to these roles, he served as a Manager in Accounting Advisory Services from 2016 to 2018 in Greater New York City. His tenure at KPMG Canada included roles as a Senior Accountant from 2012 to 2015 and as Canadian Resource Centre Oversight in Bengaluru, India, for six months.
Previous Roles in the Industry
Before joining Transamerica, Zach Witman held positions at Oscar Health as Manager of Controls in 2015 and at Ipsos Camelford Graham as a Focus Group Facilitator in 2010. He also worked at Walt Disney World as a Cultural Representative from 2006 to 2007 and managed operations at McDonald's Corporation from 2004 to 2006. These roles contributed to his diverse skill set and experience in various sectors.
Education and Expertise
Zach Witman earned a Bachelor of Commerce (B.Com.) degree in Accounting and Finance from the University of Toronto, studying from 2008 to 2012. He also studied at the University of Sydney for 11 months in 2012. His educational background complements his professional qualifications, including certifications as a CFA and CPA, which enhance his expertise in financial management and investment strategies.
Achievements in the Insurance Industry
Zach Witman has a strong background in leading large-scale transformation projects within the insurance industry. His focus on improving client interactions and market strategies has positioned him as a key player in driving change within the life insurance business at Transamerica.