Jim Smith

Jim Smith has extensive experience in the financial services industry, primarily with Sun Life Financial, where roles have included Senior Manager of the Prospect Center, Associate Director of Enrollment Solutions Center, Associate Director of Distribution Services, and Sales Support Manager. Prior experience includes serving as SVP of Administration at Independent Financial Marketing Group, directing operations for over 150 bank brokerage clients, and contributing to growth at Crossland Savings as VP & Region Manager. Jim began a career at East New York Savings Bank as Branch Coordinator, focusing on efficient service and public relations. Jim holds a BBA in Finance from Iona University, completed in 1975.