Rissa Koritzinsky

Responsible for a portfolio of automated investment advisory services, model portfolio services and planning tools with oversight of $27 billion in assets. •Manage a team of investment product professionals responsible for oversight and management of a suite of automated investment services •Partner with leaders across the organization to grow revenue-producing managed account assets to over $6 billion in 2024 •Lead cross-functional teams of Product, Marketing, Legal, Compliance, Public Relations, Technology, Sales, Client Management, and Operations professionals •Serve as the primary subject matter expert and product ambassador for model portfolio products, managed accounts and advisor managed accounts •Deliver presentations to prospects, plan sponsors, investment advisors, investment consultants, and internal teams •Conduct research and write content for Transamerica’s websites, press releases, presentations, marketing materials and white papers •Create and present thought leadership •Lead the build, go-to-market strategy, launch, and ongoing management of model portfolio services and advisory products including Transamerica’s managed account and advisor managed account, live with multiple third-party investment advisor firms

Managed portfolios with mandates for women and minority investment managers. Responsible for defined benefit, foundation, and wealth portfolios totaling $1.5 billion in AUM. Served on the Northern Trust Women’s Leadership Development Forum. • Delivered analytics, investment strategy commentary, pension-funded status, and liability-driven investment updates to institutional clients •Used Wilshire and Zephyr to propose initial or updated asset allocations •Responsible for the direction of trades for rebalancing and reallocations •Created the team’s Quarterly Market & Economic Outlook, for distribution to institutional clients

Supported institutional sales and relationship management.

Built customized risk management programs for institutional clients.