Karen DiStasio

Vice President, Strategic Retirement Solutions

Leads the Strategic Retirement Solutions team.
Drives the Strategic Retirement Solutions team’s strategic initiatives for all facets—including marketing, operations, sponsor relations, and client experience—to ensure that advisors have the highest degree of products, services, and support to serve the retirement plan market
Holds FINRA Series 6 and 63 securities registrations
Holds a degree from UMass Amherst
Has prior experience at Putnam Investments, New York Life, and John Hancock in various sales, marketing and channel management roles