Claire Durand, CFP®, CLU, ChFC
Director, Advanced Marketing
Claire leverages her experience as a seasoned financial planner to manage Transamerica's Advanced Marketing team. Claire has a talent for taking complicated concepts and giving them a sound sales focus when consulting with distributors. Claire also shares her expertise on how producers can avoid pitfalls, overcome objections and keep clients interested.
Prior to joining Transamerica, Claire held several positions at USAA including Director of the Financial Advice Center. She also spent several years providing personalized financial planning and investment management to high-net-worth clients.
Claire received a Bachelor of Business Administration degree with an emphasis in finance from James Madison University in Harrisonburg, Virginia and earned her Master of Business Administration from the University of the Incarnate Word in San Antonio, Texas. She holds key designations of CFP®, ChFC, CLU, CRPC and CASL, as well as FINRA Series 7, 63, 65, and 24 licenses.
Contact Claire at (866) 545-9058 or email@example.com.