In this role, Diana will be fully dedicated to deepening Transamerica Retirement Services’ distribution relationships with broker/dealer firms, Transamerica said. She will report to Kelly Michel, senior vice president of institutional sales and business development for Transamerica.
Diana joins Transamerica from Charles Schwab & Co., Inc., where she was director of sales effectiveness. Prior to Charles Schwab, she served eight years in various roles with Prudential Retirement, most recently as vice president of channel management.
Transamerica Retirement Services is a marketing unit of Transamerica Financial Life Insurance Company.