Americas Family Office Forum 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Americas Family Office Forum 2014

Fidelma Leonor Fariñas-Cobas | Vice President, International Key Accounts
Sun Life Financial International

Fidelma Leonor Fariñas-Cobas, Vice President, International Key Accounts, Sun Life Financial International

As Vice President of International Key Accounts for Sun Life Financial, Fidelma is responsible for the development of global distribution relationships with the executive teams at firms throughout Latin America and the Caribbean. Previously, Fidelma served as Regional Vice President, working with financial advisors in territories including Florida, Brazil, Peru and Central America. In that role, she was responsible for wholesale of Sun Life Financial’s international products through a variety of channels including private banks and wirehouses. 

Prior to joining the Sun Life team in 2009, Fidelma worked at AllianceBernstein, in both its International Mutual Fund sales division as well as its Private Client group. There she supported the relationship with broker dealers throughout New York and California to help promote the growth of AllianceBernstein’s offshore mutual fund sales. 

Fidelma received a Bachelor’s Degree in Latin American History and Literature from Harvard University, and an MBA in International Management from the University of Miami. Fidelma also holds Financial Industry Regulatory Authority (FINRA) license 7. 

Share this

Appearances coming up:

Day 1


@ 14.25
Unstoppable forces

·         The power of HNW women
·         The future of wealth is now
·         Engaging future clients today

sponsors
Title Sponsor
Sun Life Financial International at Americas Family Office Forum 2014
Cocktail Sponsor
Greenberg Traurig at Americas Family Office Forum 2014
Gold Sponsor
Pershing at Americas Family Office Forum 2014
Gold Sponsor
BNY Mellon Wealth Management at Americas Family Office Forum 2014
Silver Sponsor
American Regional Center Group at Americas Family Office Forum 2014
Silver Sponsor
LCR Capital Partners at Americas Family Office Forum 2014
Silver Sponsor
Schroders at Americas Family Office Forum 2014
Bronze Sponsor
Bancoldex at Americas Family Office Forum 2014
Associate Sponsor
Lloyd Jones Capital at Americas Family Office Forum 2014
Associate Sponsor
International Planning Group at Americas Family Office Forum 2014
Other
Deep Data at Americas Family Office Forum 2014
co-located with
  • Private Banking Latin America 2014