Ian Roth Email & Phone Number
Senior Market Director of Private Wealth Management - South Market @ UBS Group AG
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Ian Roth Location
- Atlanta, GA, US
Ian Roth Work
- Senior Market Director of Private Wealth Management - South Market @ (August 2026 - Present)
- Business Unit Manager of Southeast Private Wealth Management @ (June 2019 - August 2026)
- Vice President @ (August 2016 - May 2019)
- Principal Consultant @ (September 2012 - August 2016)
- Investment Banking Associate @ (June 2010 - April 2012)
- Vice President @ (October 2006 - July 2009)
- Project and Cost Engineer @ (August 2005 - October 2006)
Ian Roth Education
- Emory University - Goizueta Business School
MBA (Corporate Finance and Capital Markets)
2009-2011 - Duke University
B.S.E. (Civil Engineering, Economics, Architecture)
2001-2005
Ian Roth Skills
- Business Development
- Capital Markets
- Change Management
- Corporate Finance
- Due Diligence
- Financial Analysis
- Financial Services
- Management
- Management Consulting
- Mergers
- Mergers & Acquisitions
- Process Improvement
- Project Management
- Risk Management
- Service Delivery
- Strategic Planning
- Strategy
- Valuation
- Investment Banking
- Financial Modeling
- Equities
- Consulting
- SNL
- Payments
- Shared Services
- Leases
- Sales
- Net
- Cost
- Market Research
- Finance
- Savings
- Construction
- Application Services
- Literature
- Legal
- Offerings
- Merrill Lynch
- Real Estate Transactions
- Data Transformation
- Metrics
- Execution
- Financial Forecasting
- Golf
- Vent
- BDC
- Portfolio Management
- Business Services
- Atlanta
- Utilization
- Engineering
- Reports
- ISO 9001
- Balance Sheet
- Microsoft Office
- FINRA
- Acquisitions
- Training
- Financial Institutions
- Enterprise Software
- Business Management
- Shares
- REIT
- Loans
- Newspapers
- Analysis
- Project Estimation
- Preferred Stock
- Economics
- Rehabilitation
- Managerial Finance
- Life Sciences
- Enablement
- Cost Savings
- International Travel
- Pipeline Management
- Marketing
- Business Intelligence
- Project
- Contractual Agreements
- Civil Engineering
- Analytics
- Pitch
- IPO
- Services
- ThomsonOne
- Presentations
- Responsibility
- Internal Audit
- Personnel Management
- Portfolio
- Equity Capital Markets
- Trust
- Warehousing
- New York
- Investments
- EIM
- Materials
- Roadshows
- Pharmaceutics
- Audit
- Public Transport
- Student Activities
- Optimization
- Delivery
- Mergers and Acquisitions
- Architecture
- Consumer
- Fairness Opinions
Ian Roth Summary
- Ian Roth, based in Atlanta, GA, US, is currently a Senior Market Director of Private Wealth Management - South Market at UBS. Ian Roth brings experience from previous roles at Goldman Sachs, SunTrust Robinson Humphrey, Capco and Jefferies. Ian Roth holds a 2009 - 2011 MBA in Corporate Finance and Capital Markets @ Emory University - Goizueta Business School. With a robust skill set that includes Business Development, Capital Markets, Change Management, Corporate Finance, Due Diligence and more. Ian Roth has 6 emails and 2 mobile phone numbers on RocketReach.
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