Regional Sales Executive, Northeast
E*TRADE Advisor Services
Josh Reich joined E*TRADE Advisor Services in 2020 as a Regional Sales Executive, for the Northeast region. He supports and consults with independent RIAs to help them grow, increase efficiencies, and build scalable business models. Mr. Reich provides guidance on financial technology for RIAs, breakaway advisors, and independent broker-dealers.
As an industry veteran, Mr. Reich previously served as vice president of national sales and advisor recruitment at TradePMR. He also worked for TD Ameritrade Institutional, where he focused on serving the needs of RIAs throughout the Northeast.
Mr. Reich earned his MBA from Pace University, Lubin School of Business, and holds the CFP® designation.