Ivy He

She is a results-driven financial services leader with over a decade of experience in wealth management, insurance, and banking, specializing in sales leadership, client relationship management, and team development. Currently serving as Associate Director at Transamerica, she brings strategic leadership and operational expertise to the organization. Prior to this role, she served as Sales Manager at MassMutual and as a Financial Professional in the Accelerated Path to Management program at New York Life Insurance Company, where she developed her skills in financial planning and leadership. Her banking career includes serving as Vice President and Financial Center Manager II at Bank of America and AVP and Branch Manager at East West Bank, where she consistently drove business growth, built high-performing teams, and delivered exceptional client service. She is recognized as a passionate, client-focused leader who combines deep industry knowledge with a commitment to developing others and driving organizational success.