Jeffrey K Suyematsu, AIF, QPFC
Vice President, Institutional and National Accounts
Jeff brings more than 30 years of experience to his role managing National Accounts, as well as the Institutional and Retirement business at Pax World. He has broad experience in the intermediary, institutional and retirement markets working with a wide range of financial products.
Before joining the firm in 2008, Jeff served as Senior Vice President with Allianz and Vice President at Prudential Investments where he held a variety of senior level positions, including sales management, product development and strategic planning.
A member of the American Society of Pensions Professionals and Actuaries, Jeff holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7 and 63 registrations, is an Accredited Investment Fiduciary (AIF – Retirement) designee and a Qualified Plan Financial Consultant (QPFC). He is a graduate of the University of Massachusetts where he earned a Bachelor of Science degree in Finance.
Jeff Suyematsu is a registered representative of ALPS Distributors, Inc.