David Roll Email & Phone Number
Senior Consultant @ Segal Marco Advisors
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David Roll Location
- Seattle, WA, US
David Roll Work
- Senior Consultant @ (October 2025 - Present)
- Senior Vice President, Senior Institutional Advisor @ KeyBank Institutional Advisors (January 2022 - January 2025)
- Golf Coach - Assistant @ IHS (January 2021 - June 2023)
- Vice President Institutional Sales @ (January 2018 - September 2020)
- Client Portfolio Manager - Edge Asset Mgmt @ (September 2010 - December 2017)
- Sr. Relationship Manager - Morley Financial Services @ (June 2005 - November 2010)
- Consultant Relations Associate @ FAF Advisors(Currently Nuveen) (December 2002 - January 2005)
- Sr. Attribution Product Analyst @ (January 1997 - January 2002)
David Roll Education
- University of Puget Sound
BA (Finance, Business)
1992-1996
David Roll Skills
- Investments
- Equities
- Fixed Income
- Asset Management
- Institutional
- Investment Strategies
- Mutual Funds
- Asset Managment
- Hedge Funds
- Alternative Investments
- Financial Services
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Business Analysis
- Microsoft Excel
- Sales
- Research
- Public Speaking
- Marketing
- Risk Management
- Securities
- Leadership
- Executive Management
- Stable Value
- Business Development
- Product Analysis
- Institutional Investments
- Strategic Planning
- Institutional Sales
- Sales Management
- Taft Hartley
- Management
David Roll Summary
- David Roll, based in Seattle, WA, US, is currently a Senior Consultant at Segal Marco Advisors. David Roll brings experience from previous roles at KeyBank Institutional Advisors, IHS, Summit Global Investments and Principal Global Investors. David Roll holds a 1992 - 1996 BA in Finance, Business @ University of Puget Sound. With a robust skill set that includes Investments, Equities, Fixed Income, Asset Management, Institutional and more. David Roll has 2 emails and 1 mobile phone numbers on RocketReach.
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