Associate - M and A Consulting @ (May 2002 - April 2005)
Jason Roach Education
Bryant University
BS (Accounting / Finance)
2002
Jason Roach Skills
Investments
COO
Business Strategy
Mergers & Acquisitions
Fixed Income
Business Development
Private Equity
Financial Modeling
Capital Markets
Alternative Investments
Portfolio Management
Insurance
Equities
Operations Management
Financial Analysis
Equity Derivatives
Trading
Financial Services
Risk Management
Investment Banking
Finance
Securities
Valuation
Due Diligence
Structured Finance
Financial Structuring
Asset Management
Strategy
Strategic Planning
Mergers & Acquisitions (M&A)
Accounting
Forecasting
New Business Development
Investment Strategies
Asset Allocation
Corporate Finance
Generally Accepted Accounting Principles (GAAP)
Budgeting
Microsoft Excel
Microsoft PowerPoint
Leadership
Strategic Leadership
Management
Cross-functional Team Leadership
Business Relationship Management
Securities Lending
Chief operating officer
Operational Strategy
Banking Relationships
Prime Brokerage
Derivatives
Bloomberg
Series 7
Team Building
Banking
Sales
See 1+See Less
Business Analysis
Microsoft Word
Customer Service
Project Management
Mergers and Acquisitions
Services
Investment Management
Jason Roach Summary
Jason Roach, based in Boston, MA, US, is currently a Managing Director - Head of Investment Operations, PGIM at PGIM. Jason Roach brings experience from previous roles at PGIM, Global Atlantic Financial Group, Goldman Sachs and Bank of America Merrill Lynch. Jason Roach holds a BS in Accounting / Finance @ Bryant University. With a robust skill set that includes Investments, COO, Business Strategy, Mergers & Acquisitions, Fixed Income and more. Jason Roach has 4 emails and 2 mobile phone numbers on RocketReach.
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