Sun Life Financial Inc is pleased to announce the appointment of Katherine Lee to the Sun Life Board of Directors, effective July 31, 2026. Ms. Lee is a seasoned executive and board director with deep experience in financial services, investments and real estate. Her various senior management roles combined with her over 20 years of public and private board service have contributed to her talent for navigating organizational and regulatory complexity, particularly during periods of transformation. She will bring valuable perspective to Sun Life’s Board as the company continues to advance its strategic priorities and deliver long-term value for Clients and shareholders. Ms. Lee spent 20 years at GE Capital in progressively senior leadership roles and working across teams in Canada, the U.S., and Asia. From 2010 to 2015, she served as President and CEO of GE Capital Canada, during which time she led the diversified financial services organization through a period of significant transformation, helping establish strategic partnerships and capital relationships that supported long-term value creation. From 2002 to 2010, Ms. Lee served as CEO of GE Capital Real Estate Canada, and previously held a number of positions including Director, Mergers & Acquisitions, for GE Capital’s Pension Fund Advisory Services based in San Francisco and Managing Director of GE Capital Real Estate Korea based in Seoul and Tokyo, driving investment, asset management, and regional expansion. She began her career at Ernst & Young in Audit and then advanced to the firm’s Corporate Insolvency & Restructuring Group. Ms. Lee also brings more than two decades of board experience, including at BCE Inc., Colliers International Group Inc., the Public Sector Pension Investment Board, and Chorus Aviation Inc. These roles have provided Ms. Lee with valuable insights into governance, risk management, and strategic oversight across regulated industries and global financial services. Ms. Lee holds a Bachelor of Commerce from the University of Toronto and is a Chartered Professional Accountant. She lives in Toronto where she continues to volunteer, and mentor and coach young professionals. Ms. Lee received the Horatio Alger Award in 2025, which honours role models dedicated to the principles of integrity, perseverance and compassion for others, and whose experiences exemplify personal and professional success. Sun Life Appoints Katherine Lee to Board of Directors New hires from EY-Parthenon, Bain, Goldman Sachs, Salesforce, IBM and ISS strengthen leadership as firm scales its compliant growth platform across enterprise wealth management, broker-dealers, insurance and asset management FMG Suite (FMG), the leading marketing and growth platform for financial advisors, insurance professionals and enterprises, has announced four senior leadership appointments: Christian Short as Senior Vice President of AI Strategy & Operations, Nathan Worthington as Senior Vice President of Customer Success, and Kevin Jurick and Jeremy Kowalski as Strategic Enterprise Account Executives. The appointments follow FMG’s recent board expansion and support the company’s next phase of growth. As broker-dealers, RIAs, wirehouses, insurance organisations and asset managers continue adopting FMG at scale, the company is strengthening leadership in AI, customer success and enterprise sales. Together, the new hires will help institutions drive compliant growth, improve advisor engagement and expand adoption of the FMG platform. “FMG is entering a new phase. We are evolving from a marketing platform into the compliant growth platform for the financial services industry,” said Dave Christensen, CEO of FMG Suite. “Christian’s hire will help define our AI strategy, while Kevin and Jeremy strengthen our enterprise reach, and Nathan ensures we continue delivering an outstanding customer experience.” New Team Members Christian Short joins as Senior Vice President of AI Strategy & Operations, reporting to Christensen. He joins from EYParthenon, where he co-architected an AI transformation product for financial services clients and helped commercialise AI growth platforms. Previously, he spent more than seven years at Bain & Company, founded a venture-backed telehealth company, served as interim CEO of a consumer health brand, and worked alongside FMG Executive Chairman Mark Casady at Vestigo Ventures. Nathan Worthington joins as Senior Vice President of Customer Success, leading FMG’s customer success organisation across SMB and enterprise segments. Formerly a Managing Director at Institutional Shareholder Services (ISS STOXX), he spent more than 16 years building global client success teams, strengthening customer relationships and driving industry-leading renewal rates. Kevin Jurick joins as a Strategic Enterprise Account Executive, bringing more than 20 years of institutional financial services experience. Most recently, he led Strategic Accounts (US) at ISS STOXX, overseeing relationships with asset managers, insurers, pension funds and wealth platforms. He previously managed the firm’s North American asset management sales team and spent a decade at Goldman Sachs. Jeremy Kowalski joins alongside Jurick after nearly six years at Salesforce, where he managed strategic partnerships with State Street and Fannie Mae. Earlier in his career, he held AI-focused enterprise sales roles at IBM and spent eight years at UBS in fixed-income sales and operations. “Enterprise growth is not just about winning deals, but earning trust and delivering long-term results,” said Matt Newman, Chief Revenue Officer at FMG Suite. “Together, this team gives us greater scale across the full enterprise lifecycle.”
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