William Sun

Associate at M Financial Group - Portland, OR, US

William Sun's Colleagues at M Financial Group
Michael Adams

Senior Project Manager

Contact Michael Adams

Brian Murphy

Senior Wealth Management Analyst

Contact Brian Murphy

Sharon Gerlach

Compliance Officer / Branch Office Examiner

Contact Sharon Gerlach

Adam Kupka

Learning and Development Manager

Contact Adam Kupka

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William Sun's Contact Details
HQ
800-656-6960
Location
Portland, Oregon, United States
Company
M Financial Group
William Sun's Company Details

M Financial Group

Portland, OR, US • 250 - 499 Employees
Financial Services

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

Wealth Management Executive Compensation and Benefits Estate Planning Investment Management Business Planning Charitable Planning Retirement Planning Disability Income Protection Employee Benefits Long-Term Care Insurance Financial Services Financial Advisory Services Financial Analytics Research Finance
Details about M Financial Group
Frequently Asked Questions about William Sun
William Sun currently works for M Financial Group.
William Sun's role at M Financial Group is Associate.
William Sun's email address is ***@mfin.com. To view William Sun's full email address, please signup to ConnectPlex.
William Sun works in the Financial Services industry.
William Sun's colleagues at M Financial Group are Jennifer Radosavljevic, Michael Adams, Brian Murphy, Riley Skyles, Sharon Gerlach, Linda Leitinger, Adam Kupka and others.
William Sun's phone number is 800-656-6960
See more information about William Sun