James Roach Email & Phone Number
Founder and Business Strategist @ Shadow Rock Consulting Group, LLC
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James Roach Location
- Berwyn, PA, US
James Roach Work
- 2024 -now Founder and Business Strategist @
- 2023 -now Principal Consultant - Team Lead @
- 2020 -2023 Dealer Services, Senior Analyst @
- 2020 -2023 Senior Analyst, Consultant @
- 2020 -2020 Financial Advisor @
- 2019 -2020 Financial Advisor Assistant @ Sequinox
- 2019 -2020 Certified Exit Planning Advisor @ Sequinox
- 2017 -2019 Business Coach and Consultant @ JR
- 2016 -2016 Business Analyst @
- 2013 -2016 Senior Provider Management Specialist @
- 2011 -2016 Head of Electronic Mutual Fund and Annuity Relationships @
- 2007 -2013 Provider Management Specialist @
- 2006 -2007 Summer Intern @ Advanced Physician Management Service
James Roach Education
- Drexel University
Master of Business Administration (MBA) (Entrepreneurship/Entrepreneurial Studies)
2011-2015 - Commonwealth University-Bloomsburg
BS (Finance, General)
2003-2007
James Roach Skills
- Business Strategy
- Innovation Management
- Business Relationship Management
- Mutual Funds
- Financial Services
- Investments
- Finance
- Financial Analysis
- Wealth Management
- Analytical Skills
- Business Analysis
- Financial Accounting
- Business Process Improvement
- Business Planning
- Business Intelligence
- Business Process
- Small Business
- Continuous Improvement
- Management Consulting
- Product Development
- Data Analysis
- Entrepreneurship
- Financial Modeling
- Corporate Finance
- General Ledger
- Requirements Gathering
- Corporate Governance
- Key Performance Indicators
- Logistics Management
- Strategy
- Change Management
- Financial Advisory
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Contract Negotiation
- Cross-functional Team Leadership
- Leadership Development
- Organizational Development
- Employee Training
- Leadership
- Team Leadership
- Relationship Building
- Creative Problem Solving
- Negotiation
- Coaching
- Product Knowledge
- Revenue & Profit Growth
- Microsoft PowerPoint
James Roach Summary
- James Roach, based in Berwyn, PA, US, is currently a Founder and Business Strategist at Shadow Rock Consulting Group, LLC. James Roach brings experience from previous roles at ACA Group, Foreside Financial Group, LLC and American Wealth Strategy Group. James Roach holds a 2011 - 2015 Master of Business Administration (MBA) in Entrepreneurship/Entrepreneurial Studies @ Drexel University. With a robust skill set that includes Business Strategy, Innovation Management, Business Relationship Management, Mutual Funds, Financial Services and more. James Roach has 1 emails and 1 mobile phone numbers on RocketReach.
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