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James Stevens Email & Phone Number
Chief Distribution Officer
at
Sustainability Engines
1 work email found
@comcast.net
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Distribution Officer
Location
Travelers Rest, South Carolina, United States
Who is James Stevens? Overview
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Quick answer
James Stevens is listed as Chief Distribution Officer at Sustainability Engines, based in Travelers Rest, South Carolina, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for James Stevens.
James Stevens previously worked as Co-Founder at Sustainability Engines and EVP - Channel Development at Digital Workplace. James Stevens holds Ba, Economics from Denison University.
Company email context
Email format at Sustainability Engines
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*@comcast.net
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Profile bio
About James Stevens
Sales, business development and relationship management professional. Sales and business manager and individual contributor with a proven track record. Provide leadership to develop new business models, restructure internal resources to enter new markets. Drive sales growth and sustain profit margins. Attract new clients, expand existing client relationships and launch new products. Efficiently use the resources of the organization to provide a better client experience.CORE COMPETENCIESLEADERSHIP• Built and led teams responsible for business development, marketing, sales support and product creation. Hired, trained and mentored staff.BUSINESS STRATEGY DEVELOPMENT• Developed the strategic plan that led Van Kampen Investments entry into the sub-advisory and investment only insurance markets that resulted in year over year sales increases of 26% and 265%.SALES MANAGEMENT• Directed the activity of sales and relationship management teams ranging from two to twenty-three sales professionals in the retirement, DCIO, sub-advisory and insurance markets. STRATEGY EXECUTION• Created both strategic and tactical plans, working with management team members designed to achieve long term goals.BUSINESS DEVELOPMENT• Account Management - Created a client segmentation model based on qualitative and quantitative factors to provide structure to both the business development and field engagement process. Results were validated by Market Metrics yearly client surveys. Personally responsible for top tier clients. Received the firm’s Relationship Building award. • Sales Effectiveness - Met or exceeded personal sales goals eight out of ten years. Also partnered with European and Asian sales teams to expand US relationships globally resulting in new mandates in Japan, Italy and the UK. FINRA Series 7, 63, 66, and 24 registered
Listed skills include Mutual Funds, Portfolio Management, Business Development, Crm, and 18 others.
Current workplace
James Stevens's current company
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10 roles · 40 years
James Stevens work experience
A career timeline built from the work history available for this profile.
Co-Founder
CurrentOur mission is to inspire and empower employees to actively engage in sustainable practices that positively impact our environment and society. Through our industry-leading Employee Sustainability Benefits, we are dedicated to fostering a culture of environmental stewardship, social responsibility, and holistic well-being. We strive to provide our members with innovative benefits that promote sustainable living, reduce our collective carbon footprint, and enhance the health and prosperity of our communities. We are committed to inspiring and implementing employee-driven sustainability initiatives in the workplace that foster long-term environmental, social, and economic prosperity for future generations.
Jan 2024 - Present
Evp - Channel Development
Current
Mar 2019 - Present
Head Of U.S. Sub-Advisory/Intermediary
Create and execute business plan to enter the U.S. sub-advisory and intermediary channels comprised of sales, product and marketing initiatives. Business leader and individual contributor responsible for strategy, business development and relationship management efforts with a product focus on both fundamental and quantitative strategies delivered as separate accounts, mutual funds and ETF’s.
Oct 2015 - Jan 2019
Business Development Director - Defined Contribution
Responsible for DCIO business development and relationship management with strategic partners. Drive top down sales through product positioning. Coordinate and deliver firm resources creating access and opportunity for field sales personnel.
Sep 2014 - Oct 2015
Evp, Strategic Business Development
• Registered Investment Advisor and SaaS/Fin Tech solution supporting the financial wellness market and the financial advisor.• Define multi-channel distribution strategy and manage ongoing channel development.• Source, qualify, negotiate, close and manage strategic partnerships.• Design and execute initiatives to increase platform membership and sales.
Dec 2012 - Sep 2014
Executive Director - Institutional Business Development
Business development and relationship management in the DCIO, Sub-advisory, wealth management and Insurance markets.
2010 - 2012
~2 yrs
Executive Director
Van Kampen Investments/Morgan Stanley Investment Management
Held a variety of positions including:Executive Director - Business Development• Led business development, relationship management and marketing/product initiatives for the sub-advisory and insurance markets.First Vice President - Director, Insurance Sales & Marketing• Led sales, marketing, account management, product development and P&L for packaged products and investment only.V.P. - National Sales Manager, Retirement ProductsDirected the activity of twenty-three sales personnel, including wholesalers and internal sales representatives with a product focus on full service 401(k) and DCIO offerings.
1996 - 2010
~14 yrs
Vice President - Retirement Strategic Marketing
1994 - 1996
~2 yrs
Corportate Vice President - National Sales Manager
1987 - 1995
~8 yrs
2 education records
James Stevens education
Ba, Economics
Denison University
Education record
Edgemont Hs
FAQ
Frequently asked questions about James Stevens
Quick answers generated from the profile data available on this page.
What company does James Stevens work for?
James Stevens works for Sustainability Engines.
What is James Stevens's role at Sustainability Engines?
James Stevens is listed as Chief Distribution Officer at Sustainability Engines.
What is James Stevens's email address?
AeroLeads has found 1 work email signal at @comcast.net for James Stevens at Sustainability Engines.
Where is James Stevens based?
James Stevens is based in Travelers Rest, South Carolina, United States while working with Sustainability Engines.
What companies has James Stevens worked for?
James Stevens has worked for Sustainability Engines, Digital Workplace, Agf Management Limited, Russell Investments, and Trustivo Llc And Trustivo Technologies.
How can I contact James Stevens?
You can use AeroLeads to view verified contact signals for James Stevens at Sustainability Engines, including work email, phone, and LinkedIn data when available.
What schools did James Stevens attend?
James Stevens holds Ba, Economics from Denison University.
What skills is James Stevens known for?
James Stevens is listed with skills including Mutual Funds, Portfolio Management, Business Development, Crm, Investments, Investment Strategies, Relationship Management, and Strategic Partnerships.
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