Mark Roath Email & Phone Number
VP and Trust Advisor @ Regions
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Mark Roath Location
- Plainfield, IN, US
Mark Roath Work
- VP and Trust Advisor @ (September 2012 - Present)
- Attorney - Sole Practitioner @ Mark Roath, Atty (January 2008 - December 2012)
- VP and Trust Officer @ (November 1999 - June 2008)
- VP and Financial Analyst @ Peoples Bank & Trust Co. (January 1989 - November 1999)
- VP and Trust Officer @ Peoples Bank & Trust Co. (January 1989 - January 1999)
Mark Roath Education
- Indiana University Robert H. McKinney School of Law
JD (Law)
1989-1994 - Purdue University
BS (Management)
1984-1988
Mark Roath Skills
- Probate
- Estate Settlement
- Trusts
- Estate Administration
- Special Needs Planning
- Wills
- Estate Tax Planning
- Estate Planning
- High Net Worth Individuals
- Guardianship
- Wealth Management
- Banking
- Charitable Trusts
- Wealth Transfer
- Wealth
- Investment Management
- Financial Advisory
- Financial Planning
- Financial Services
- Finance
- Real Estate
- Portfolio Management
- Investments
- Leadership
- Net
- Healthcare
- Strategic Planning
- Strategy
- Financial Analysis
- Project Management
Mark Roath Summary
- Mark Roath, based in Plainfield, IN, US, is currently a VP and Trust Advisor at Regions Private Wealth Management. Mark Roath brings experience from previous roles at Mark Roath, Atty, Fifth Third Bank and Peoples Bank & Trust Co.. Mark Roath holds a 1989 - 1994 JD in Law @ Indiana University Robert H. McKinney School of Law. With a robust skill set that includes Probate, Estate Settlement, Trusts, Estate Administration, Special Needs Planning and more. Mark Roath has 3 emails and 2 mobile phone numbers on RocketReach.
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