To expand distribution capabilities
The US division of Sun Life Financial has appointed executives at Sun Life Financial Distributors (SLFD), its wholesaling and marketing organisation. Thomas Seitz has been named vice president of Relationship Management and Daniel O’Shea is vice president of Individual Life Sales.
Mr 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, Mr Seitz served as president and CEO of a joint venture between Sun Life Financial and MFS from 2002 to 2004.
Mr 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.
Terry Mullen, president of Sun Life Financial Distributors, said: “Expanding our distribution capabilities and continuing to build strong, supportive relationships with our clients are key priorities for Sun Life. Both Tom and Dan’s experience and approach to distribution will drive the momentum established under our newly centralized relationship management model.”