Paul Roach Email & Phone Number
President
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Paul Roach Location
- San Mateo, CA, US
Paul Roach Work
- President @ Roach Investment Services (January 2005 - Present)
- Investment Advisor @ (August 2002 - January 2005)
- Investment Advisor @ (November 1998 - August 2002)
Paul Roach Education
- San José State University
Bachelor's of Science (Business Finance)
1995-1998
Paul Roach Skills
- Certified Financial Planner
- Finance
- Financial Advisory
- Financial Goals
- Financial Planning
- IRAs
- Investment Management
- Investments
- Marketing
- Mutual Funds
- Portfolio Management
- Public Speaking
- Registered Investment Advisor
- Retirement
- Retirement Planning
- Roth IRA
- Separately Managed Accounts
- Strategic Financial Planning
Paul Roach Summary
- Paul Roach, based in San Mateo, CA, US, is currently a President at Roach Investment Services. Paul Roach brings experience from previous roles at Morgan Stanley and Merrill Lynch. Paul Roach holds a 1995 - 1998 Bachelor's of Science in Business Finance @ San José State University. With a robust skill set that includes Certified Financial Planner, Finance, Financial Advisory, Financial Goals, Financial Planning and more. Paul Roach has 1 emails and 1 mobile phone numbers on RocketReach.
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