Jeffrey Munoz

Jeffrey Munoz serves as vice president for the Boston regional office. He previously served for five years at Sun Life Financial, three of which he worked on the mortgage production team focused primarily on East Coast markets. He participated in over $160 million in commercial real estate transactions. Prior to that, Jeffrey worked in Investment Finance assisting the North American Investments Controller prepare quarterly financial results. Before this, he worked in Investment Operations for BNY Mellon, where he worked with investment managers perform trade functions and cash account reconciliations.

Throughout his career, Jeffrey worked with the Boston Children’s Hospital Trust in fundraising for several of their initiatives and has led multiple teams at the annual Eversource Walk. He has coordinated volunteer efforts at the Boys and Girls Club, YMCA and the Chelsea Collaborative.

Jeffrey graduated from the University of Massachusetts Amherst with a B.S. in finance and is currently in the graduate program at Harvard University working towards a Master’s degree in finance. He is a CFA Level 2 candidate.