Tom Seitz Email & Phone Number
Senior Advisor @ Delaware Life Insurance Company
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Tom Seitz Location
- Boston, MA, US
Tom Seitz Work
- Senior Advisor @ (October 2023 - Present)
- Head of Marketing and Distribution @ Delaware Life (August 2013 - October 2023)
- EVP Head of Relationship Mgmt @ Sun Life Financial Distributors, Inc (September 2009 - August 2013)
- SVP Sales and Marketing @ (September 2008 - October 2009)
- President @ Delaware Life Marketing,LLC (January 2019 - October 2023)
- President @ The Octavus Group (March 2007 - April 2008)
- CEO MFS and Sun Life Distributors, Inc @ Sun Life Financial (March 1999 - April 2004)
- SVP, Director of Insurance Products @ MFS Distributors (March 1999 - August 2002)
- Managing Director, Managed Asset Group @ DAIN RAUSCHER, INC., (now RBC Wealth Management) (March 1995 - March 1999)
- Sr Vice President, Managing Director, Wealth Advisory Services @ (April 2004 - September 2006)
Tom Seitz Education
- Executive Studies Program, HARVARD UNIVERSITY, Cambridge MA
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, Sun Life Financial Distributors, Inc, Mount Yale Capital Group and Delaware Life Marketing,LLC. 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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