Jamie Roach Email & Phone Number
Director of Customer Success @ FundGuard
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Jamie Roach Location
- Blythewood, SC, US
Jamie Roach Work
- 2021 -now Director of Customer Success @
- 2017 -2021 Senior Project Manager @ Broadridge Advisor Solutions
- 2004 -2016 Senior Vice President Investor Services @
- 1994 -2004 Senior Manager @ Forum Financial Management, LLC
Jamie Roach Education
- University of Maine
BS (Finance)
1988-1992 - Syracuse University
Jamie Roach Skills
- Leadership
- Strategic Planning
- Management
- Team Building
- Budgets
- New Business Development
- Project Management
- Fund Accounting
- Risk Management
- Accounting
- Banking
- Portfolio Management
- Financial Services
- Organizational Development
- Mutual Funds
- Integration
- Securities
- Customer Satisfaction
- Equities
- Financial Analysis
- Sales
- Project Planning
- Marketing
- Microsoft Office
- Business Development
Jamie Roach Summary
- Jamie Roach, based in Blythewood, SC, US, is currently a Director of Customer Success at FundGuard. Jamie Roach brings experience from previous roles at Broadridge Advisor Solutions, Citi and Forum Financial Management, LLC. Jamie Roach holds a 1988 - 1992 BS in Finance @ University of Maine. With a robust skill set that includes Leadership, Strategic Planning, Management, Team Building, Budgets and more. Jamie Roach has 2 emails and 1 mobile phone numbers on RocketReach.
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