2011 -
2013 Financial Advisor @ Axa Advisors D/B/a the New Canaan Group
2006 -
2009 Senior Managing Director @
2003 -
2006 Managing Director @ Jamison Prince Asset Management
2000 -
2002 Senior Client Advisor @
1981 -
1992 Managing Director @
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 2 emails and 2 mobile phone numbers on RocketReach.
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