Go to Dave with any Compensation Issue, Invoicing, Compensation Debits, Practice Analysis, Expert on BD Reporting Systems, Staff Compensation Design, Redtail CRM Expert, and general complex problem solver who is knowledgeable with every aspect our the IFG firm and the BD. If he doesn’t have the answer, he will get it.
Dave Reichert joined GenXFinancial in 2021 after 12 years at Boston Partners Financial Group, most recently serving as the firm’s Chief Operating Officer. As Head of Operations and Finance with GenX, Dave’s primary roles are to enhance operational efficiency and ensure that the firm remains on a strong, fiscal foundation.
In his previous roles at Boston Partners, Dave was responsible for overseeing numerous facets of the firm’s operation. This included collaborating with the firm’s affiliated Advisors on designing and implementing solutions for their clients and partnering with the firm’s support team to deliver valuable back-office support in the areas of Supervision, Underwriting, and Business Coaching.