Adrienne Robertson, Esq.
About Adrienne Robertson, Esq.
Adrienne Robertson, Esq. serves as the Head of Regulatory & Fiduciary Services at Transamerica, where she has worked since 2022. With a robust background in regulatory compliance and fiduciary matters, she has held various positions in the financial services industry, including roles at Drinker Biddle & Reath LLP, Vanguard, and AXA.
Work at Transamerica
Adrienne Robertson currently serves as the Head of Regulatory & Fiduciary Services at Transamerica, a position she has held since 2022. In this role, she oversees compliance and fiduciary matters, ensuring that the company's operations align with regulatory standards. Prior to this position, she worked as Sr. Director of Client Compliance & Consulting at Transamerica from 2018 to 2022. Her extensive experience in regulatory affairs contributes to her leadership in this critical area.
Education and Expertise
Adrienne Robertson holds a Bachelor of Science degree from Rensselaer Polytechnic Institute and a Juris Doctor degree from Widener University Schools of Law. Her educational background supports her specialization in plan qualification rules and ERISA, with a focus on fiduciary concerns. She possesses extensive expertise in operational compliance and plan design, particularly within the retirement plan and financial services sectors.
Background
Adrienne Robertson has a diverse professional background, having worked in various roles across the financial services and legal industries. She began her career as a Registered Representative at AXA from 1988 to 1995. Over the years, she has held positions at notable firms including Vanguard, Alvarez & Marsal, and Drinker Biddle & Reath LLP. Her experience spans roles such as Senior Legal Analyst, ERISA Consultant, and Director, providing her with a comprehensive understanding of the regulatory landscape.
Achievements
Throughout her career, Adrienne Robertson has developed in-depth knowledge of merger, acquisition, and controlled group issues related to retirement plans. She has a strong background in recordkeeping and administrative considerations for retirement plans, which enhances her contributions to the field. Her work has involved significant compliance and consulting efforts, reflecting her commitment to maintaining high standards in fiduciary services.