Brett Roth Location
- Cincinnati, OH, US
Brett Roth Work
- 2022 -now VP Private Wealth Manager @
- 2016 -2022 Sr. Securities Wholesaler @
- 2013 -2016 Regional Sales Director @
- 2012 -2013 Sales Manager - 401k Relationship Management @
- 2006 -2012 Sales and Client Relationship Manager - Managed Accounts @
- 2005 -2006 Sales Manager - Financial Planning Consultants @
- 2002 -2005 Manager - Project and Market Testing @
- 1999 -2005 Manager- Asset Retention @
- 1991 -1999 Financial Sales Representative @
Brett Roth Education
- University of Dayton
Bachelor of Science (BS) (Electrical and Electronics Engineering)
1984-1988
Brett Roth Skills
- Sales
- Sales Management
- Management
- Annuity Sales
- Series 7
- Investments
- Mutual Funds
- Retirement Planning
- Financial Services
- Leadership
- Retirement
- Financial Planning
- Relationship Management
- Customer Service
- Insurance
- CRM
- Risk Management
Brett Roth Summary
- Brett Roth, based in Cincinnati, OH, US, is currently a VP Private Wealth Manager at DLAK Wealth Advisors. Brett Roth brings experience from previous roles at W&S Financial Group Distributors and Fidelity Investments. Brett Roth holds a 1984 - 1988 Bachelor of Science (BS) in Electrical and Electronics Engineering @ University of Dayton. With a robust skill set that includes Sales, Sales Management, Management, Annuity Sales, Series 7 and more. Brett Roth has 1 emails and 1 mobile phone numbers on RocketReach.
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Top DLAK Wealth Advisors Employees
William Bachman
Jr. Financial Representative
Cincinnati, OH, US
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