Tom Seitz Email & Phone Number
Senior Advisor @ Delaware Life Insurance Company
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Tom Seitz Location
- Boston, MA, US
Tom Seitz Work
- 2023 -now Senior Advisor @
- 2019 -2023 President @ Delaware Life Marketing,LLC
- 2013 -2023 Head of Marketing and Distribution @ Delaware Life
- 2009 -2013 EVP Head of Relationship Mgmt @ Sun Life Financial Distributors, Inc
- 2008 -2009 SVP Sales and Marketing @
- 2007 -2008 President @ The Octavus Group
- 2004 -2006 Sr Vice President, Managing Director, Wealth Advisory Services @
- 1999 -2004 CEO MFS and Sun Life Distributors, Inc @ Sun Life Financial
- 1999 -2002 SVP, Director of Insurance Products @ MFS Distributors
- 1995 -1999 Managing Director, Managed Asset Group @ DAIN RAUSCHER, INC., (now RBC Wealth Management)
Tom Seitz Education
- Executive Studies Program, HARVARD UNIVERSITY, Cambridge MA
- Regis University
BS (Environmental Science)
Tom Seitz Skills
- Series 63
- Series 7
- Mutual Funds
- Fixed Annuities
- Retirement Planning
- Wealth Management
- Retirement
- Investments
- Series 24
- FINRA
- Asset Allocation
- Series 31
- Leadership
- Distribution
- Public Speaking
- Insurance
- Sales
- Strategy
- Financial Services
- Program Management
- Marketing
- Microsoft Excel
- Business Strategy
- Research
- Customer Service
- Marketing Strategy
- Strategic Planning
- Social Media
- Change Management
Tom Seitz Summary
- Tom Seitz, based in Boston, MA, US, is currently a Senior Advisor at Delaware Life Insurance Company, A Group 1001 Company. Tom Seitz brings experience from previous roles at Delaware Life Marketing,LLC, Delaware Life, Sun Life Financial Distributors, Inc and Mount Yale Capital Group. Tom Seitz holds a Executive Studies Program, HARVARD UNIVERSITY, Cambridge MA. With a robust skill set that includes Series 63, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning and more. Tom Seitz has 2 emails on RocketReach.
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