David Roll Location
- Seattle, WA, US
David Roll Work
- 2025 - now Senior Consultant @
- 2022 - 2025 Senior Vice President, Senior Institutional Advisor @ KeyBank Institutional Advisors
- 2021 - 2023 Golf Coach - Assistant @ IHS
- 2018 - 2020 Vice President Institutional Sales @
- 2010 - 2017 Client Portfolio Manager - Edge Asset Mgmt @
- 2005 - 2010 Sr. Relationship Manager - Morley Financial Services @
- 2002 - 2005 Consultant Relations Associate @ FAF Advisors(Currently Nuveen)
- 1997 - 2002 Sr. Attribution Product Analyst @
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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