2020 -now Managing Director and Region Head-Southwest Region @
1998 -now Senior Vice President and Region Head @
2012 -2014 Board of Directors @ Dallas Area Junior Achievement
Randy Roe Education
Texas Tech University
Master Of Business Administration (Finance)
1989-1991
Texas Tech University
Bachelor Of Business Administration (Finance)
1985-1989
Randy Roe Skills
Wealth Management
Asset Allocation
Investments
Retirement Planning
Asset Management
Asset Managment
Investment Advisory
Alternative Investments
Financial Analysis
Strategic Financial Planning
Portfolio Management
Securities
Mutual Funds
Hedge Funds
Investment Strategies
Equities
Series 7
Estate Planning
Financial Modeling
Investment Management
Series 63
Retirement
Financial Advisory
Wealth Management Services
High Net Worth Individuals
Financial Planners
Wealth
Financial Planning
Randy Roe Summary
Randy Roe, based in Dallas, TX, US, is currently a Managing Director and Region Head-Southwest Region at Goldman Sachs Ayco Personal Financial Management. Randy Roe brings experience from previous roles at Goldman Sachs Ayco Personal Financial Management and Dallas Area Junior Achievement. Randy Roe holds a 1989 - 1991 Master Of Business Administration in Finance @ Texas Tech University. With a robust skill set that includes Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Management and more. Randy Roe has 2 emails and 2 mobile phone numbers on RocketReach.
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