Ken Roach Email & Phone Number
Sr. Client Service Associate @ J.P. Morgan
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Ken Roach Location
- Gilbert, AZ, US
Ken Roach Work
- Sr. Client Service Associate @ (November 2020 - Present)
- Unemployed @ Unemployed (February 2020 - November 2020)
- Financial Advisor @ (November 2019 - February 2020)
- Wealth Management Banking Specialist @ (November 2017 - August 2019)
- Licensed Branch Manager @ (July 2017 - November 2017)
- Licensed Relationship Manager @ (July 2016 - July 2017)
- Licensed Banker @ (July 2013 - July 2016)
- Customer Account Executice @ (September 2012 - March 2013)
- Field Claims Representative @ (December 2009 - September 2010)
Ken Roach Education
- University of Puget Sound
Bachelor of Arts (B.A.) (Communication and Media Studies)
2001-2004
Ken Roach Skills
- 401k
- 457
- 529 Plans
- Annuities
- Banking
- Bonds
- Brokerage Accounts
- Business Development
- CRM & Financial Software Platforms
- College Savings
- Credit
- Credit Analysis
- Credit Cards
- Customer Service
- ETFs
- Financial Advisory
- Financial Analysis
- Financial Services
- Insurance
- Investment Strategies
- Investments
- Life & Health Insurance Licenses
- Long Term Care
- Mutual Funds
- Portfolio Management
- Retail Banking
- Retail Sales
- Retirement
- Roth IRA
- SEP
- Series 6
- Series 63
- Series 65
- Series 7
- Small Business Lending
- Team Leadership and Coaching
- Traditional IRA
- ULTRA HIGH NET WORTH
- Wealth Management Services
- Underwriting
- Claim Investigation
- Claims Handling
- Claims Resolution
- Auto Claims
- Casualty Claims
- Project Management
- Life and Health Insurance Licenses
- Life and Health Insurance
- Leadership
Ken Roach Summary
- Ken Roach, based in Gilbert, AZ, US, is currently a Sr. Client Service Associate at J.P. Morgan. Ken Roach brings experience from previous roles at Unemployed, Edward Jones, Merrill Lynch and KeyBank. Ken Roach holds a 2001 - 2004 Bachelor of Arts (B.A.) in Communication and Media Studies @ University of Puget Sound. With a robust skill set that includes 401k, 457, 529 Plans, Annuities, Banking and more. Ken Roach has 4 emails and 5 mobile phone numbers on RocketReach.
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