Erich leads the go-to-market strategy for sales and distribution for SEI’s independent advisor business, executing the advisor experience, and leading efforts for continued growth and new market expansion.
Joining SEI in 2010, Erich has gained broad experience across most areas of our advisor business—new business development, relationship management, practice management, and advisor business planning—and led the new business development team nationally. Most recently Erich was Head of Distribution & Engagement for the advisor business, focusing on the distribution strategy across existing and new channels.
Erich earned bachelor’s degrees in finance, economics, and accounting from Stetson University, and an MBA degree from Villanova University, specializing in finance and strategic management. Erich holds a FINRA Series 65 license.