Charlie Latimer joined E*TRADE Advisor Services as Head of Institutional Sales in July 2019, bringing more than 20 years of financial services experience in the RIA and RIA custody fields. Previously, he served as Director of National Recruiting at Private Advisor Group, one of the largest RIAs in the country, based in Morristown, NJ.
Mr. Latimer has also worked as a business development officer at Schwab Advisor Services, where he helped advisors achieve independence in private practice and business ownership. Mr. Latimer subsequently joined TD Ameritrade Institutional as a sales vice president.
Earlier in his career, Mr. Latimer worked at the Federal Reserve Bank of New York in the bank supervision group, authoring regulatory research on foreign banks used by senior Fed officials and bank examiners in applying Fed policy. Mr. Latimer subsequently co-founded, capitalized, and ran operations of a chemical distribution company in the water treatment industry. He also worked in sales at Bloomberg L.P., where he sold to hedge funds and large buy-side institutions.
Mr. Latimer earned an MBA from Seton Hall University, where he majored in finance.