Tax and Wealth Advisor @ (September 2020 - January 2026)
Lead Bookkeeper @ (May 2019 - September 2020)
Financial Advisor @ (April 2017 - September 2020)
Tax Specialist @ (December 2018 - April 2019)
David Roth Education
Boston University
Certificate in Financial Planning (Financial Planning and Services)
2017-2018
Boston University
Bmus (Music)
2003-2007
David Roth Summary
David Roth, based in Littleton, MA, US, is currently a Lead Tax Strategist at Better Accounting Services, Inc. David Roth brings experience from previous roles at Alison Wealth Management, Intuit and Newly Wealth LLC. David Roth holds a 2017 - 2018 Certificate in Financial Planning in Financial Planning and Services @ Boston University. David Roth has 1 mobile phone numbers on RocketReach.
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