Robert Roach Email & Phone Number
Managing Director @ Black Opal Partners
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Robert Roach Location
- Dublin, OH, US
Robert Roach Work
- Senior Compliance Advisor @ (May 2023 - Present)
- Board Member @ (September 2022 - Present)
- Managing Director @ (October 2019 - Present)
- Chief Compliance Officer @ DSS-AmericaFirst Quantitative Funds (September 2018 - Present)
- President @ (January 2018 - Present)
- Chief Compliance Officer, Operations @ DSS Wealth Management, Inc. (September 2018 - August 2023)
- Director of Business Development @ AmericaFirst Capital Management, LLC - Evolutions Program (June 2018 - December 2021)
- FINOP @ (April 2018 - March 2021)
- Member Board of Advisors and Investment Committee @ (July 2017 - June 2020)
- Managing Principal and CCO @ OCP Capital LLC (May 2018 - May 2020)
- Member, Board of Trustees, Nile Capital Investment Trust @ (January 2012 - March 2019)
- COO and CFO and CCO and Principal @ (October 2009 - January 2012)
- CEO, Principal and FINOP @ (February 2003 - March 2011)
- CFO and Chief Operating Officer @ (January 2017 - June 2017)
- Managing Director, CFO and CCO @ AmericaFirst Securities, Inc. (March 2012 - July 2016)
- Chief Compliance Officer @ AmericaFirst Securities, Inc. (February 2012 - July 2016)
- COO and CFO @ Fulfillment Plus (January 1999 - January 2002)
- Principal and FINOP @ RGG Capital Corp (January 1996 - January 1999)
- Consultant @ Landover Holdings (January 1994 - January 1996)
- Corporate Finance Group @ US West Financial Services (January 1991 - January 1993)
- Assistant Vice President @ (January 1989 - January 1991)
- Assistant Investment Officer @ (January 1986 - January 1989)
- First Scholar @ First National Bank of Chicago (January 1983 - January 1985)
Robert Roach Education
- The University of Chicago Booth School of Business
MBA (Finance)
1983-1986 - Dartmouth College
BA (Economics)
1979-1983 - Noble & Greenough School
Diploma
1973-1979 - Wharton Executive Education
Certificate (FinTech Revolution: Transformative Financial Services and Strategies)
2022
Robert Roach Skills
- Compliance
- Corporate Finance
- Investment Banking
- Operations
- Private Placements
- Investments
- Mergers
- Venture Capital
- Asset Management
- Contract Negotiation
- Executive Management
- Private Equity
- Due Diligence
- Wealth Management
- Financial Modeling
- Corporate Development
- Mutual Funds
- Unit Investment Trusts
- Asset Managment
- Compliance Oversight
- Broker-Dealer Compliance
- Investment Advisor Compliance
- FINOP
- Portfolio Management
- Hedge Funds
- Equities
- Securities
- Mergers & Acquisitions
- Investment Management
- IPO
- Financial Analysis
- Financial Advisory
- Funding
- Strategy
- Capital Markets
- Series 7
- Investor Relations
- Structured Finance
- Alternative Investments
- Bonds
- Financial Services
- Finance
- Capital
- Investment Strategies
- Emerging Markets
- FINRA
- Investment Advisory
- Fund Of Funds
- Entrepreneurship
- Financial Structuring
- Microsoft Office
- Management
- Capital Management
- Strategic Planning
- Program Management
- Broker Dealer Compliance
- Mergers and Acquisitions
- Training
Robert Roach Summary
- Robert Roach, based in Dublin, OH, US, is currently a Managing Director at Black Opal Partners. Robert Roach brings experience from previous roles at Strive Asset Management, Atlantic Industrial Group, DSS-AmericaFirst Quantitative Funds and Roach Corp. Robert Roach holds a 1983 - 1986 MBA in Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Compliance, Corporate Finance, Investment Banking, Operations, Private Placements and more. Robert Roach has 2 emails and 3 mobile phone numbers on RocketReach.
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