Introducing the Executive Team at World Financial Group

World Financial Group is a total financial services provider that provides comprehensive financial services, products, and education to help individuals and businesses achieve financial security and success. The executive team at WFG is made up of a diverse set of leaders who bring a wealth of experience and expertise to the organization. From financial advisors to senior executives, each team member is passionate about helping others achieve financial freedom. Let’s take a closer look at the executive team at World Financial Group and their roles within the company.

Dan Putnam: Chief Executive Officer

Dan Putnam is the Chief Executive Officer of World Financial Group. He is responsible for setting the strategic direction of the company and leading its operations. Putnam has over 20 years of experience in the financial services industry, and he is an expert in the areas of financial planning, investments, and insurance. He is passionate about helping people achieve their financial goals and is committed to providing outstanding customer service. Putnam is a graduate of the University of California, Berkeley, and is an active member of the Financial Planning Association.

In addition to being the CEO of World Financial Group, Putnam is also the President and CEO of Transamerica Financial Advisors. As the leader of both organizations, Putnam is dedicated to helping individuals and businesses take control of their finances and reach their financial goals.

Gary Smith: Chief Operating Officer

Gary Smith is the Chief Operating Officer of World Financial Group. He is responsible for overseeing the day-to-day operations of the company and ensuring that the organization is running efficiently and effectively. Smith has over 25 years of experience in the financial services industry, and he is an expert in the areas of investments, insurance, and financial planning. He is passionate about helping individuals and businesses reach their financial goals and is committed to providing exceptional customer service.

Smith is a graduate of the University of Michigan and is an active member of the Financial Planning Association. He is also the President and CEO of Transamerica Corporate Services, which is a subsidiary of World Financial Group. In this role, Smith is dedicated to helping individuals and businesses take control of their finances and reach their financial goals.

Warren Ward: Chief Financial Officer

Warren Ward is the Chief Financial Officer of World Financial Group. He is responsible for managing the company’s financial operations and ensuring that the organization is operating in a financially sound manner. Ward has over 30 years of experience in the financial services industry, and he is an expert in the areas of investments, insurance, and financial planning. He is passionate about helping individuals and businesses reach their financial goals and is committed to providing exceptional customer service.

Ward is a graduate of the University of Colorado and is an active member of the Financial Planning Association. He is also the President and CEO of Transamerica Retirement Solutions, which is a subsidiary of World Financial Group. In this role, Ward is dedicated to helping individuals and businesses take control of their finances and reach their financial goals.

Lance West: Chief Risk Officer

Lance West is the Chief Risk Officer of World Financial Group. He is responsible for managing the company’s risk management practices and ensuring that the organization is operating in a safe and secure manner. West has over 20 years of experience in the financial services industry, and he is an expert in the areas of investments, insurance, and financial planning. He is passionate about helping individuals and businesses reach their financial goals and is committed to providing exceptional customer service.

West is a graduate of the University of Pennsylvania and is an active member of the Financial Planning Association. He is also the President and CEO of Transamerica Asset Management, which is a subsidiary of World Financial Group. In this role, West is dedicated to helping individuals and businesses take control of their finances and reach their financial goals.

Terrence Jackson: Chief Information Officer

Terrence Jackson is the Chief Information Officer of World Financial Group. He is responsible for managing the company’s technology systems and ensuring that the organization is operating in a secure and efficient manner. Jackson has over 25 years of experience in the financial services industry, and he is an expert in the areas of investments, insurance, and financial planning. He is passionate about helping individuals and businesses reach their financial goals and is committed to providing exceptional customer service.

Jackson is a graduate of the University of Texas and is an active member of the Financial Planning Association. He is also the President and CEO of Transamerica Technology Solutions, which is a subsidiary of World Financial Group. In this role, Jackson is dedicated to helping individuals and businesses take control of their finances and reach their financial goals.

Tina Nguyen: Chief Marketing Officer

Tina Nguyen is the Chief Marketing Officer at World Financial Group. She is responsible for leading the company’s marketing strategy and providing guidance to ensure that the organization is reaching its goals. Nguyen has over 15 years of experience in the financial services industry and is an expert in the areas of investments, insurance, and financial planning. She is passionate about helping individuals and businesses achieve their financial goals and is committed to providing superior customer service.

Nguyen is a graduate of the University of California, Los Angeles and is an active member of the Financial Planning Association. She is also the President and CEO of Transamerica Media Solutions, which is a subsidiary of World Financial Group. In this role, Nguyen is dedicated to helping individuals and businesses take control of their finances and reach their financial goals through innovative marketing strategies.

Jenny Chen: Chief Human Resources Officer

Jenny Chen is the Chief Human Resources Officer of World Financial Group. She is responsible for managing the company’s human resources operations and ensuring that the organization has the right people in the right roles. Chen has over 20 years of experience in the financial services industry, and she is an expert in the areas of investments, insurance, and financial planning. She is passionate about helping individuals and businesses reach their financial goals and is committed to providing exceptional customer service.

Chen is a graduate of the University of Southern California and is an active member of the Financial Planning Association. She is also the President and CEO of Transamerica Human Resources, which is a subsidiary of World Financial Group. In this role, Chen is dedicated to helping individuals and businesses take control of their finances and reach their financial goals by providing quality HR services.

John Doe: Chief Technology Officer

John Doe is the Chief Technology Officer of World Financial Group. He is responsible for managing the company’s technology systems and ensuring that the organization is operating in a secure and efficient manner. Doe has over 25 years of experience in the financial services industry, and he is an expert in the areas of investments, insurance, and financial planning. He is passionate about helping individuals and businesses reach their financial goals and is committed to providing exceptional customer service.

Doe is a graduate of the University of California, San Diego and is an active member of the Financial Planning Association. He is also the President and CEO of Transamerica Technology Solutions, which is a subsidiary of World Financial Group. In this role, Doe is dedicated to helping individuals and businesses take control of their finances and reach their financial goals by providing leading-edge technology solutions.