Larry Roth Email & Phone Number
Managing Director Investments, Senior Financial Advisor at AGR Wealth Management Group @ Wells Fargo Advisors
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Larry Roth Location
- Beverly Hills, CA, US
Larry Roth Work
- Managing Director Investments, Senior Financial Advisor at AGR Wealth Management Group @ (April 2024 - Present)
- Executive Director, Private Wealth Advisor @ Morgan Stanley Private Wealth Management (September 2014 - April 2024)
- Board of Directors @ Chase Foundation (August 2012 - April 2024)
- Director @ Barclays (January 2011 - September 2014)
- Vice President @ Northern Trust Corporation (February 2005 - December 2010)
- Financial Advisor @ Merrill Lynch (June 2002 - February 2005)
- Financial Adivsor @ UBS (January 2000 - January 2002)
Larry Roth Education
- United States Naval Academy
B.S. (Economics)
1993-1997 - Germantown Academy
High School (High School)
1988-1992 - University of California, Los Angeles - The Anderson School of Management
MBA
Larry Roth Skills
- Volunteer Management
- Wealth Management
- Financial Analysis
- Board Development
- Financial Planning
- Negotiation
- Directors
- Risk Management
- Non Profits
- Community Development
- Fundraising
- Education Planning
- Finance
- Community Organizing
Larry Roth Summary
- Larry Roth, based in Beverly Hills, CA, US, is currently a Managing Director Investments, Senior Financial Advisor at AGR Wealth Management Group at Wells Fargo Advisors. Larry Roth brings experience from previous roles at Morgan Stanley Private Wealth Management, Chase Foundation, Barclays and Northern Trust Corporation. Larry Roth holds a 1993 - 1997 B.S. in Economics @ United States Naval Academy. With a robust skill set that includes Volunteer Management, Wealth Management, Financial Analysis, Board Development, Financial Planning and more. Larry Roth has 7 emails and 5 mobile phone numbers on RocketReach.
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