Karen Distasio
Retirement and Wealth Solutions Architect | Building Partnerships and Accelerating AUM Growth | Specializing in Strategic Direction, Sales Enhancement and Risk Management
- Role
- Senior Vice President at Pension Resource Institute, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Karen Distasio
Accomplished financial services leader and business development executive with deep…
Experience
Senior Vice President
Pension Resource Institute, Llc
Apr 2024 — Present · Boston, MA, US
Skills
- Mutual Funds
- Marketing
- Series 63
- Retirement
- Retirement Planning
- 401k
- Asset Allocation
- Financial Services
- Investments
- Sales Operations
- Sourcing New Business
- Relationship Development
- Business Strategy
- Marketing Strategy
- Cross-Functional Team Leadership
- Contract Negotiation
- Sales Hiring
- Staff Development
- Consultative Selling
- Defined Benefit
- Defined Contribution
- Variable Annuities
- Wealth Management
- Relationship Management
- 401(K) Retirement Savings Plans
- Securities Regulation
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