Andrew Schaad

Andrew Schaad Email and Phone Number

Head of Producer Solutions @ Transamerica
Andrew Schaad's Location
Denver, Colorado, United States, United States
Andrew Schaad's Contact Details
About Andrew Schaad

Financial services executive with broad experience in operations, marketing, compliance, and start-ups, both domestic and international. Direct experience with building financial services corporations from concept to regulatory approval. Adept at developing strategic partnerships between firms to capitalize on underdeveloped target markets. Primary talent is the ability to map out varied solution paths to challenging scenarios so businesses can choose the option that best fits the business need.Specialties: compensation and incentive design; business metric design, deployment, and analysis; BD and RIA Compliance; regulatory investigations and audit preparation and response; company strategy policy and operations development; and financial products development

Andrew Schaad's Current Company Details
Transamerica

Transamerica

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Head of Producer Solutions
Andrew Schaad Work Experience Details
  • Transamerica
    Head Of Producer Solutions
    Transamerica Sep 2023 - Present
    Baltimore, Maryland, Us
    Responsible for the strategic direction and leadership of Operations, Supervision, and Business Review for World Financial Group, Inc and it's affiliated companies. These business units support over 70k financial service professionals through teams of individuals located in Georgia, Colorado, Florida, and Canada.
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  • Transamerica
    Head Of Operations
    Transamerica Feb 2023 - Sep 2023
    Baltimore, Maryland, Us
    Responsible for the strategic direction and leadership of Operations for World Financial Group, Inc and it's affiliated companies. These business units support over 70k financial service professionals through teams of individuals located in Georgia, Colorado, Florida, and Canada.
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  • Transamerica
    Senior Director Of Operations
    Transamerica Dec 2020 - Feb 2023
    Baltimore, Maryland, Us
    Responsible for the strategic direction and leadership of Operations for World Financial Group, Inc and it's affiliated companies. These business units support over 59k financial service professionals through teams of individuals located in Georgia, Colorado, Florida, and Canada.
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  • Transamerica
    Director Of Operations
    Transamerica Oct 2016 - Dec 2020
    Baltimore, Maryland, Us
    Responsible for the strategic direction and leadership of Operations for World Financial Group, Inc and Commissions & Contracting for the Transamerica, Inc. Affinity and Long-Term Care product lines. These business units support over 50k financial service professionals through teams of individuals located in Georgia, Florida, Texas, and Canada.
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  • Transamerica Financial Advisors, Inc.
    Member Board Of Directors
    Transamerica Financial Advisors, Inc. Aug 2020 - Present
    St. Petersburg, Fl, Us
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  • Transamerica Financial Advisors, Inc.
    Interim President, Chief Executive Officer, And Chairman Of The Board
    Transamerica Financial Advisors, Inc. Aug 2023 - Feb 2024
    St. Petersburg, Fl, Us
    Responsible for executing the firm's strategic initiatives to better serve Transamerica's 4,500+ registered representatives and their clients. Manage and oversee the broker-dealer's service model including operations, technology, advisory services, distribution and supervision.
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  • Aegon Transamerica Foundation
    Advisory Board Member
    Aegon Transamerica Foundation Jan 2019 - Present
    The AEGON Transamerica Foundation aspires to make tomorrow better than today for youth and their families in the communities in which it operates. By investing in charitable organizations that empower youth and families to achieve their goals, they hope to ensure a better future for their community. This is what they do. They are Tomorrow Makers. They help their customers look forward to their tomorrow by creating a better financial future through retirement planning, insurance, and other services.
  • The Wfg Foundation
    Advisory Board Member
    The Wfg Foundation Jan 2018 - Present
    The WFG Foundation is an independent, nonprofit 501(c)(3) organization dedicated to improving the quality of people's lives in the communities where our U.S. licensed agents work and live. Donations and contributions are vital to The WFG Foundation. Without them, the organization would not be able to continue to provide matching grants to qualified charitable contributions given by World Financial Group agents to causes important to them in the United States and throughout the world.
  • Wfg Charitable Trust
    Advisory Board Member
    Wfg Charitable Trust Jan 2018 - Present
    The WFG Charitable Trust raises money through individual and corporate donations. These funds support charitable projects and provide matching grants that can effectively double qualified charitable contributions given by Canadian World Financial Group agents to causes important to them.
  • World Financial Group (Wfg)
    Vice President Administration
    World Financial Group (Wfg) Oct 2015 - Oct 2016
    Duluth, Ga, Us
    Responsible for the strategic direction and leadership of the Administration functions for World Financial Group, Inc. This group of over 100 talented individuals is responsible for the business platform that supports 50,000+ licensed sales associates in the US, Canada, and Puerto Rico.
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  • World Financial Group (Wfg)
    Administration Avp
    World Financial Group (Wfg) Sep 2012 - Oct 2015
    Duluth, Ga, Us
    Responsible for the strategic direction and leadership of four key Operations departments for WFG. Commissions, directing the prompt and accurate payment of millions in annual distributions. Analytics, providing the development and delivery of business intelligence metrics for executive management. Recognition, tracking and facilitating WFG promotions and contests results. Quality Assurance, testing and review of all IT projects and initiatives. These tasks are accomplished with the assistance of a staff of over 40 dedicated professionals.
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  • World Financial Group (Wfg)
    Director - Strategic Initatives
    World Financial Group (Wfg) Oct 2010 - Sep 2012
    Duluth, Ga, Us
    Responsible for the development and implementation of strategic initiatives to grow the key drivers of the organization: new agents, life licenses, securities registrations and submitted life premium.
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  • World Financial Group (Wfg)
    Avp Of Production
    World Financial Group (Wfg) Jan 2010 - Oct 2010
    Duluth, Ga, Us
    Work with WFG headquarters and field leaders to increase production, determine the product mix offered by WFG through its affiliated companies, and manage and grow new and existing product provider relationships.
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  • Investment Advisors International, Inc.
    Vice-President & Coo
    Investment Advisors International, Inc. Feb 2008 - Jan 2010
    Responsible for the company’s day-to-day operating activities, including revenue and sales growth; expense, cost and margin control; and monthly, quarterly and annual financial goal management.
  • Wfg Reinsurance Limited
    Vice-President
    Wfg Reinsurance Limited Feb 2007 - Oct 2008
    Responsible for identifying investors and faciliting the private placement of WFG Re shares during annual offerings.
  • Investment Advisors International
    Vice-President & Cco
    Investment Advisors International Jan 2006 - Feb 2008
    Responsible for the IAI's compliance with the federal securities laws and applicable state laws and regulations. Empowered with full responsibility and authority to develop and enforce IAI’s compliance policies and procedures.
  • Beijing Dafu Insurance Company
    Director Us Operations
    Beijing Dafu Insurance Company May 2005 - Oct 2006
    Developed and implemented company policies, procedures, and back office systems for Beijing insurance company start-up operation.
  • World Financial Group
    Director Of Marketing Technology
    World Financial Group Feb 2005 - Jun 2006
    Developed, created, and implemented unique and effective online marketing campaigns to promote company contests, promotions, initiatives, and events.
  • World Group Securities, Inc.
    Director Of Regional Compliance And Audits
    World Group Securities, Inc. Jun 2002 - Feb 2005
    Managed 9 off-site Regional Compliance Managers, 7 off-site Field Compliance Auditors, and an Audit Manager. Responsible for oversight of 500+ Branch Offices encompassing more than 6,000 Registered Representatives
  • World Group Securities, Inc.
    Operations Manager
    World Group Securities, Inc. Aug 1999 - Jun 2002
    Managed daily operations of the Securities Registration, Branch Operations, and Discount Brokerage Trading departments.

Andrew Schaad Skills

Financial Services Securities Leadership Strategic Planning Mutual Funds Insurance Management Investments Retirement Planning Financial Planning Strategic Financial Planning Wealth Management Start Ups Finance 401k Financial Advisory Asset Managment Portfolio Management Financial Analysis Retirement Marketing Team Building Series 7 Investment Advisory Strategic Partnerships Small Business Executive Management Risk Management Strategy Sales Customer Service Life Insurance Fixed Annuities Sql Server Management Studio Microsoft Excel Data Analysis Analytics Public Relations Nonprofits Press Releases Social Media Public Speaking Volunteer Management Community Outreach Non Profits Marketing Strategy Recruiting Event Management Youth Development Staff Development Training Integrated Marketing Editing Proposal Writing Customer Relations Sales Process Volunteer Recruiting Alumni Relations Newsletters Seo Copywriting Consulting Internal And External Communications Online Content Creation Content Development Contemporary Art New Business Development Content Strategy Content Writing Client Development

Andrew Schaad Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance
  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Finance

Frequently Asked Questions about Andrew Schaad

What company does Andrew Schaad work for?

Andrew Schaad works for Transamerica

What is Andrew Schaad's role at the current company?

Andrew Schaad's current role is Head of Producer Solutions.

What is Andrew Schaad's email address?

Andrew Schaad's email address is sc****@****ail.com

What is Andrew Schaad's direct phone number?

Andrew Schaad's direct phone number is +167865*****

What schools did Andrew Schaad attend?

Andrew Schaad attended Georgia State University - J. Mack Robinson College Of Business, University Of Georgia - Terry College Of Business.

What are some of Andrew Schaad's interests?

Andrew Schaad has interest in Economic Empowerment, Politics, Education, Environment, Science And Technology, Arts And Culture.

What skills is Andrew Schaad known for?

Andrew Schaad has skills like Financial Services, Securities, Leadership, Strategic Planning, Mutual Funds, Insurance, Management, Investments, Retirement Planning, Financial Planning, Strategic Financial Planning, Wealth Management.

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