Regional Vice President of Sales- External Wholesaler @ (July 2006 - July 2023)
Regional Vice President of Sales - External Wholesaler @ (July 2006 - December 2013)
Financial Services Associate @ (June 2004 - June 2006)
Senior Internal Wholesaler @ (July 2002 - June 2004)
Shareholder Services Representative @ (March 2001 - July 2002)
Investor Communications Representative @ (September 2000 - February 2001)
James Sutherland Education
Florida Atlantic University - College of Business
Master of Business Administration (M.B.A.) (International Business)
2016-2018
Colorado State University
Liberal Arts (Social Sciences)
1996-2000
James Sutherland Skills
Mutual Funds
Financial Services
Retirement Planning
Investments
Fixed Annuities
401(k) Retirement Savings Plans
Life Insurance
Variable Annuities
Leadership
Sales
Asset Allocation
Wealth Management
Finance
Insurance
Financial Planning
Series 6
James Sutherland Summary
James Sutherland, based in West Palm Beach, FL, US, is currently a Regional Vice President- External Wholesaler at Pacific Life. James Sutherland brings experience from previous roles at Jackson and State Farm. James Sutherland holds a 2016 - 2018 Master of Business Administration (M.B.A.) in International Business @ Florida Atlantic University - College of Business. With a robust skill set that includes Mutual Funds, Financial Services, Retirement Planning, Investments, Fixed Annuities and more. James Sutherland has 2 emails and 3 mobile phone numbers on RocketReach.
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