Areas of Expertise
- Strategic planning for new-market and cross-market expansion
- New business development and strategic partnerships
- Technology and investment solutions for independent advisors
Erich is an Executive Managing Director and serves as Head of Sales & Experience for SEI’s advisor business. He is responsible for the go-to-market strategy for sales and distribution, executing the advisor experience, and leading efforts for continued growth in the independent advisor market.
Previously, as Senior Vice President and Head of Distribution & Engagement for SEI’s advisor business, Erich focused on the distribution strategy across existing and new channels within the independent advisor market.
Erich joined SEI in 2010 as a Business Analyst for the SEI Wealth PlatformSM and has served in various roles responsible for new business development, advisor relationship management, and practice management consulting. Other roles involved business planning for financial and wealth advisors in the Midwest and Northeast and leading the new business development team nationally.
Erich received Bachelor of Business Administration degrees in finance, economics, and accounting from Stetson University. He also earned an MBA from Villanova University, specializing in finance and strategic management. Erich holds a FINRA Series 65 license.