David Root Email & Phone Number
Operations Specialist @ Linden Thomas & Company
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David Root Location
- Charlotte, NC, US
David Root Work
- 2025 -now Operations Specialist @
- 2024 -2025 Business Execution Consultant @
- 2022 -2024 Senior Lead Risk Officer - Corporate Risk - Fraud @
- 2019 -2022 Compliance Officer @
- 2017 -2019 Compliance Manager, VP @
- 2015 -2017 Regulatory Investigations Consultant, VP @
- 2013 -2015 Wealth Management Registered Supervision Principal, Vice President @
- 2012 -2013 Wealth Management Registered Supervision Principal, Assistant Vice President @
- 2010 -2012 Online Risk Management Senior Operations Analyst @ Bank of America/Merrill Lynch
- 2009 -2010 Client Solutions Specialist and Assistant Supervisor @ Bank of America/Merrill Lynch
- 2006 -2009 Client Solutions Representative @
- 2006 -2006 Customer Service Representative @
David Root Education
- Wake Forest University School of Business
Master of Business Administration (MBA)
2016-2018 - The George Washington University
Bachelor of Science (Economics)
2001-2005 - The Lawrenceville School
High School Diploma
1997-2001
David Root Skills
- Microsoft Excel
- Social Media
- Microsoft Office
- PowerPoint
- Series 7
- Risk Management
- Investments
- Project Management
- Microsoft Word
- Series 66
- Series 9
- Series 10
- Financial Modeling
- Leadership
- Data Analysis
- Economics
- Research
- Banking
- Financial Analysis
- Vendors
- Spreadsheets
- Commentary
- ROOT
- Nasd
- Scenario
- Business Review
- Risk
- Strategic Planning
- Databases
- Communication
- Metrics Reporting
- Agents
- Policy Writing
- Retail
- Project
- Brokers
- Relationship Building
- Training
- RMS
- Analysis
- Business Analysis
- Metrics
- Finance
- Internal Controls
- Wealth Management
- Suitability
- Reporting
- Business Administration
- Charlotte
- System
- Commerce
- Documentation
- Queries
- Line of Business
- Metric Reporting
- Data Recovery
- Project Teams
- Assembling
- Disclosure
- Regulations
- Business Development
- Reviews
- Cover Letters
- Applications
- Drafting
- Science
- Forest
- Project Planning
- Consulting
- Scripting
- Business Alignment
- Metric
- Regulatory Compliance
- Design
- Guidelines
- Operations
- Supervision
- Management
- Responsibility
- Regulatory Agencies
- Legal
- Compliance
- Stakeholders
- Online Platforms
- Merrill Lynch
- Trading
- Loans
- Customer Service
- Switching
- Pivot Tables
- Inventorying
- Evaluation
- Macro
- Client Accounts
- Coordination
- House
- Internal Audit
- Financial Services
- FINRA
- Call Centers
- Testing
- Trending
- Client Solutions
- Mutual Funds
- System Monitoring
- Online Fraud
- Client Services
- SQL
David Root Summary
- David Root, based in Charlotte, NC, US, is currently a Operations Specialist at Linden Thomas & Company. David Root brings experience from previous roles at Wells Fargo, TIAA and Bank of America. David Root holds a 2016 - 2018 Master of Business Administration (MBA) @ Wake Forest University School of Business. With a robust skill set that includes Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Series 7 and more. David Root has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Linden Thomas & Company Employees
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Charlotte, NC, US
Bradley Davis
Senior Analyst
York, SC, US
Michael Segal
Chief Operating Officer
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Vincent Lograsso
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Charlotte, NC, US
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