Thomas Otskey, CEBS

Experience

• 

  Transamerica

  Jan 1990 - Mar 2017

  Retired as of March of 2017Senior executive managing an organization with over 900 employees, spanning 8 locations across the country. Responsible for all administrative, financial and customer support activities for full-service retirement programs with over 5 million participants representing 25,000+ plans. Formulating and implementing the operations’ strategy and policy with significant focus on efficiencies and cost reduction while increasing customer satisfaction. Successfully prospected and sold bundled and investment-only retirement programs within an assigned territory in accordance with company objectives for the institutional market. Presented comprehensive retirement expertise and collaborated with Transamerica customers to provide outstanding customer service by responding to inquiries, researching, and providing resolutions to issues, and communicating implications of new technical/legislative developments. Developed and managed a team responsible for ensuring a smooth new client transition to Transamerica.

  • Sr. Vice President

    Jun 2002 - Mar 2017

  • Vice President

    Jun 1996 - Jun 2002

  • Client Executive

    Jun 1994 - Jun 1996

  • Director of Integration

    Jan 1990 - Jun 1994