John Roach Email & Phone Number
Financial Advisor @ Eagle Strategies, LLC
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John Roach Location
- Palm Beach Gardens, FL, US
John Roach Work
- Financial Advisor @ (April 2021 - Present)
- Financial Services Professional @ (March 2021 - Present)
- Agent @ (October 2020 - Present)
- Financial Advisor @ (December 2014 - October 2019)
- Financial Advisor @ Axa Advisors D/B/a the New Canaan Group (November 2011 - April 2013)
- Senior Managing Director @ (December 2006 - December 2009)
- Managing Director @ Jamison Prince Asset Management (July 2003 - December 2006)
- Senior Client Advisor @ (January 2000 - January 2002)
- Managing Director @ (January 1981 - January 1992)
John Roach Education
- Harvard Business School
(Management)
1989-1989 - Washington & Jefferson College
Bachelor of Arts (Economics)
1960-1964
John Roach Skills
- Investments
- Asset Management
- Banking
- Loans
- Financial Advisory
- Asset Allocation
- Wealth Management
- Private Banking
- Investment Advisory
- Credit
- Estate Planning
- Financial Services
- Asset Managment
- Mergers & Acquisitions
- Financial Analysis
- Commercial Banking
- Investment Management
- Mortgage Lending
- Portfolio Management
- Series 63
- Strategic Financial Planning
- Financial Risk
- Relationship Management
- Finance
- Wealth
- Corporate Finance
- Insurance
- Mutual Funds
- Series 7
- Securities
- Equities
- Wealth Management Services
- Fixed Income
- Investment Strategies
- Alternative Investments
- Fixed Annuities
- High Net Worth Individuals
- Bonds
- Hedge Funds
- Capital Markets
- ETFs
- Retirement
- Financial Markets
- Uniform Combined State Law
- Investment Banking
- Trading
- Options
- Bloomberg
- Private Equity
- Retirement Planning
- Mergers and Acquisitions
John Roach Summary
- John Roach, based in Palm Beach Gardens, FL, US, is currently a Financial Advisor at Eagle Strategies, LLC. John Roach brings experience from previous roles at Nylife Securities LLC, New York Life Insurance Company, Merrill Lynch and Axa Advisors D/B/a the New Canaan Group. John Roach holds a 1989 - 1989 Harvard Business School. With a robust skill set that includes Investments, Asset Management, Banking, Loans, Financial Advisory and more. John Roach has 3 emails and 3 mobile phone numbers on RocketReach.
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