Gary Roth Email & Phone Number
Co-Founder and Co-CEO, Modern Wealth Management
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Gary Roth Location
- Laguna Beach, CA, US
Gary Roth Work
- Co-Founder and Co-CEO, Modern Wealth Management @ Modern Wealth Management (April 2023 - Present)
- Managing Director @ Goldman Sachs Personal Financial Management (May 2005 - May 2022)
- Chief Financial Officer @ (January 2007 - January 2016)
- Co-Founder and Senior Executive @ AssureNet (January 1995 - January 2003)
Gary Roth Education
- Columbia Business School
MBA
2003-2005 - University of California, Berkeley, Haas School of Business
MBA
2003-2004 - Columbia University
BA (History)
1988-1992 - Columbia College, Columbia University
Bachelor of Arts - BA (HISTORY)
1988-1992
Gary Roth Skills
- Asset Allocation
- Asset Managment
- Business Development
- Corporate Development
- Finance
- Financial Modeling
- Financial Services
- Investments
- Investor Relations
- Management Consulting
- Marketing Strategy
- Mergers
- New Business Development
- Portfolio Management
- Private Equity
- Product Development
- Product Management
- Risk Management
- SaaS
- Start-ups
- Strategic Financial Planning
- Strategic Planning
Gary Roth Summary
- Gary Roth, based in Laguna Beach, CA, US, is currently a Co-Founder and Co-CEO, Modern Wealth Management at Modern Wealth Management. Gary Roth brings experience from previous roles at Goldman Sachs Personal Financial Management, United Capital Finanical Partners, Inc and AssureNet. Gary Roth holds a 2003 - 2005 MBA @ Columbia Business School. With a robust skill set that includes Asset Allocation, Asset Managment, Business Development, Corporate Development, Finance and more. Gary Roth has 1 mobile phone numbers on RocketReach.
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