John Roach Email & Phone Number
Chief Operating Officer @ Waterway Wealth Management
5 free lookup(s).
John Roach Location
- Spring, TX, US
John Roach Work
- 2023 - now Chief Operating Officer @
- 2021 - 2023 Chief Operating Officer @
- 2021 - 2023 Chief Compliance Officer @
- 2014 - 2021 Chief Administrative Officer and Partner @
- 2004 - 2014 VP, Investment Operations Manager @
- 1993 - 2004 AVP - Investment Accounting and Operations | New York, NY @
John Roach Education
- Pace University - Lubin School of Business 1984 - 1989
John Roach Skills
- Data Analysis
- Communication
- Organizational Development
- Organization Skills
- Financial Accounting
- Financial Advisory
- Investment Advisory Services
- Investment Compliance
- Compliance Management
- Asset Management
- Securities
- Hedge Funds
- Equities
- Mutual Funds
- Investments
- Alternative Investments
- Fixed Income
- Private Equity
- Trading
- Investment Management
- Accounting
- Finance
- Auditing
- Asset Managment
- Investment Advisory
- Due Diligence
- Investment Strategies
- Operating Budgets
- Financial Services
- Valuation
- Bonds
- Investment Banking
- Back Office
- Vendor Management
- Risk Management
- Strategic Planning
- Budgeting
- Operations Management
- Strategy
- Business Process Improvement
- Business Strategy
- Bloomberg
- Trading Systems
- Management
- Leadership
- Team Building
- Contract Negotiation
- Negotiation
- Corporate Actions
- Middle Office
- Fund Accounting
- Equity Valuation
- Swaps
- GIPS Compliance
- Integration
John Roach Summary
- John Roach, based in Spring, TX, US, is currently a Chief Operating Officer at Waterway Wealth Management. John Roach brings experience from previous roles at Steel Grove Capital Advisors, Worthington Convergence Fund, SouthernSun Asset Management and Schroders. John Roach holds a 1984 - 1989 Pace University - Lubin School of Business. With a robust skill set that includes Data Analysis, Communication, Organizational Development, Organization Skills, Financial Accounting and more. John Roach has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Waterway Wealth Management Employees
Ross King
Senior Financial Planner
Houston, TX, US
John Roach
Chief Operating Officer
Spring, TX, US
Lauren Baisch
Relationship Manager
Houston, TX, US
Annie Hames
Senior Financial Planner
Spring, TX, US
Jessica McCain
Associate Financial Planner
The Woodlands, TX, US
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