Pat Roth Email & Phone Number
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Pat Roth Location
- Oakton, VA, US
Pat Roth Work
- Partner @ Fiduciary Wealth Management (August 2011 - Present)
- Managing Director @ Westminster Financial Companies (September 2007 - August 2011)
- Director of Brokerage Operations and Chief Compliance Officer and Branch Manager @ Capitol Securities (July 1995 - April 2007)
- Operations @ Ferris, Baker Watts (January 1991 - January 1995)
Pat Roth Education
- Northern Virginia Community College
AAS (Business Management)
1988-1990 - WT Woodson 1983-1987
Pat Roth Skills
- 401(k) Retirement Savings Plans
- 401k
- All Around Nice Guy
- Asset Management
- Defined Benefit
- Equities
- Finance
- Financial Services
- Insurance
- Investment Advisory
- Investments
- Pensions
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Wealth Management
Pat Roth Summary
- Pat Roth, based in Oakton, VA, US, is currently a Partner at Fiduciary Wealth Management. Pat Roth brings experience from previous roles at Westminster Financial Companies, Capitol Securities and Ferris, Baker Watts. Pat Roth holds a 1988 - 1990 AAS in Business Management @ Northern Virginia Community College. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, All Around Nice Guy, Asset Management, Defined Benefit and more. Pat Roth has 1 emails and 1 mobile phone numbers on RocketReach.
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