Sun Life Financial Distributors Names Thomas Seitz VP, Relationship Management and Daniel O’Shea VP, Individual Life Sales
WELLESLEY, Mass. (November 17, 2009) – The U.S. division of Sun Life Financial Inc. (NYSE: SLF; TSX: SLF) today announced two leadership appointments at Sun Life Financial Distributors, Inc. (SLFD), its wholesaling and marketing organization. Thomas G. Seitz has been named Vice President, Relationship Management, and Daniel J. O’Shea is Vice President, Individual Life Sales.
Seitz joins SLFD with significant investment management experience spanning over 25 years. Most recently, he was Senior Vice President at Mount Yale Capital Group in Minnesota, where he managed marketing and sales of the firm's high net worth private portfolio platform and its alternative investments to advisors and RIAs. Prior to that, he was responsible for the product and service capabilities of 900 financial advisors and $53 billion in AUM at Piper Jaffray. A former Sun Life Financial employee, Seitz served as President and CEO of a joint venture between Sun Life Financial and MFS from 2002 to 2004. He holds a BS from Regis University and his Series 7, 24, 26, 31, and 63.
O’Shea brings over 20 years of successful distribution, life sales and marketing experience to his role at SLFD. Previously, he worked at Principal Financial, where he led the strategic development, design, execution and management of the company’s Life Brokerage distribution channel. He also worked at Lincoln Financial in sales management leadership roles for BGA distribution and then as National Sales Manager of Retail distribution. O’Shea has a BA from Framingham State College and holds his Series 6, 63, and 26.
“Expanding our distribution capabilities and continuing to build strong, supportive relationships with our clients are key priorities for Sun Life,” said Terry Mullen, President, Sun Life Financial Distributors. “Both Tom and Dan’s experience and approach to distribution will drive the momentum established under our newly centralized relationship management model.”
About Sun Life Financial
Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of September 30, 2009, the Sun Life Financial group of companies had total assets under management of US $385.3 billion.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under ticker symbol SLF. Visit Sun Life Financial's website at www.sunlife.com
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