Transamerica Brings In Directors of Client Engagement and Retirement Strategy

Chris Messina will focus on working with client executives to create best strategies and practices for Transamerica’s plan sponsor clients, and Wendy Daniels will focus on executing the company’s strategy to acquire retirement plan business with an emphasis on health care and higher education retirement plans.

Chris Messina has joined Transamerica as director of Client Engagement, and Wendy Daniels has rejoined the firm as vice president and director of Retirement Strategy.

Messina will report to M. Palmer Whitney, senior director Client Engagement, Workplace Solutions, while Daniels will report to Kent Callahan, senior managing director of Workplace Distribution and head of Client Management. Messina will focus on working with client executives to create best strategies and practices for Transamerica’s plan sponsor clients, and Daniels will focus on executing the company’s strategy to acquire retirement plan business with an emphasis on health care and higher education retirement plans. She will directly lead the company’s efforts in gathering new not-for-profit retirement plans and promoting Transamerica’s growth as a specialized retirement plan provider.

With more than 26 years working in financial services, Messina has extensive experience with mid- and large-market retirement plans, including defined contribution (DC), defined benefit (DB) and non-qualified plans. He earned a master’s degree from Babson College and a bachelor’s degree from the University of Massachusetts at Lowell.

Daniels has more than 25 years of experience in retirement plans, dedicating most of her career at Transamerica to the development and marketing of the retirement solutions that Transamerica offers today. She holds a bachelor’s degree from the Syracuse University S.I. Newhouse School of Public Communications.

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