Danielle Williams

Chief Revenue Officer

With over 15 years of progressive leadership in the financial services industry, Danielle brings a proven track record of driving growth, building high-performing teams, and delivering meaningful impact at scale.

Her career at Sun Life Financial spanned a range of senior roles — from Financial Advisor to AVP Advisor Effectiveness, RVP Distribution, Head of Sun Life Consulting (West), and Director Wealth Sales — giving her deep expertise across distribution, practice management, and advisor development. She has also held roles at Edward Jones and Richardson Wealth, broadening her perspective across the industry.

Danielle is drawn to purpose-driven work and high-growth environments where she can build something that matters. Throughout her career, she has led large regional and national teams to strong revenue and productivity outcomes, piloted GenAI and Salesforce initiatives that improved digital adoption and operational efficiency, and built frameworks across recruiting, analytics, training, and practice management that create lasting organizational capability. 

 
 
 

Question & Answers

 

  • Danielle brings 15+ years of progressive leadership at Sun Life Financial, including AVP Advisor Effectiveness, RVP Distribution, Head of Sun Life Consulting (West), Director Wealth Sales, and Financial Advisor roles. She also has experience with Edward Jones and Richardson Wealth

  • I’m motivated by purpose-driven work, meaningful impact, and building in high growth environments.

    During my career I have:

    • Led large regional and national teams, delivering strong revenue and productivity growth

    • Piloted GenAI and Salesforce initiatives; improved digital adoption and operational efficiency

    • Built frameworks for recruiting, analytics, training, and practice management.