Steven Roth Email & Phone Number

Head of Finance @ Pearly

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Steven Roth Location

Chandler, AZ, US

Steven Roth Work

2025 - now Head of Finance @ Pearly
2023 - 2025 Director of Finance @ NobilityRCM
View Department
2017 - 2023 CFO and Vice President, Finance Operations (ClarionDoor purchased by Zywave in Nov2021) @ ClarionDoor / Zywave

2016 - 2022 CFO Consultant @ Steve Roth
2004 - 2016 CFO and COO @ Pacificor LLC (formerly Core Wealth Management LLC)
2002 - 2004 VP Finance @ Shorty's Skateboards
2000 - 2002 Controller @ TrueLink
1999 - 2000 Accounting Manager @ Fidelity National Financial
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1996 - 1999 Senior Accountant @ McGowan Guntermann
1993 - 1996 Assistant Branch Manager @ Norwest Financial (now Wells Fargo Financial)

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Steven Roth Education

California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS (Financial Management)
(Business Management - transferred to Cal Poly, San Luis Obispo)

Steven Roth Skills

Mergers & Acquisitions (M&A)
Strategic Planning
Forecasting

Financial Accounting
Financial Statements
Account Reconciliation
Management
Auditing
Budgeting
Financial Reporting

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Steven Roth Summary

Steven Roth, based in Chandler, AZ, US, is currently a Head of Finance at Pearly. Steven Roth brings experience from previous roles at Nobility RCM, ClarionDoor / Zywave, Steve Roth and Pacificor LLC (formerly Core Wealth Management LLC). Steven Roth holds a Bachelor of Science - BS in Financial Management @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Mergers & Acquisitions (M&A), Strategic Planning, Forecasting, Financial Accounting, Financial Statements and more. Steven Roth has 2 emails and 1 mobile phone numbers on RocketReach.

Steven Roth Emails

Found 2 emails

Steven Roth Phone Numbers

Found 6 phone numbers

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Others Named Steven Roth

Steven Roth

Chief Operating Officer at DYOPATH

Texas, United States
2
- gmail.com
- aol.com
5+
- +1 612-810-XXXX
- +1 469-777-XXXX
- +1 248-585-XXXX
- +1 252-210-XXXX
- +1 408-886-XXXX
- +1 214-701-XXXX
Steven Roth

Sr. Vice President of Investment Sales at Guggenheim Commercial Real Estate Group

Cleveland, OH, US
1
- guggenheiminc.com
5
- +1 216-767-XXXX
- +1 216-991-XXXX
- +1 504-914-XXXX
- +1 216-773-XXXX
- +1 216-570-XXXX
Steven Roth

Managing Partner at Rosenn, Jenkins & Greenwald, LLP

Scranton, PA, US
3
- rjglaw.com
- aol.com
- gmail.com
5+
- +1 514-523-XXXX
- +1 570-826-XXXX
- +1 570-826-XXXX
- +1 570-239-XXXX
- +1 570-341-XXXX
- +1 570-696-XXXX
Steven Roth

President at Chartpak, Inc.

Melville, NY, US
5
- +1 516-633-XXXX
- +1 516-364-XXXX
- +1 413-584-XXXX
- +1 305-241-XXXX
- +1 631-752-XXXX
Steven Roth

Founder at Rhodon Investment Management

London, GB
2
- rhodoninvestments.com
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Top Pearly Employees

Billy Grokenberger

Co-Founder, Customer Success at Pearly

Santa Barbara, CA, US
3
- yahoo.com
- pearlyplan.com
- gmail.com
5
- +1 805-221-XXXX
- +1 805-451-XXXX
- +1 805-451-XXXX
- +1 805-979-XXXX
- +1 805-451-XXXX
Joe Hsu

President at Pearly

Atlanta, GA, US
2
- gmail.com
- pearly.co
5+
- +1 404-502-XXXX
- +1 770-366-XXXX
- +1 404-869-XXXX
- +1 856-371-XXXX
- +1 770-493-XXXX
- +1 314-504-XXXX
Gregory Hay

Vice President of Operations at Pearly

New York, NY, US
2
- hotmail.com
- gmail.com
5+
- +1 646-396-XXXX
- +1 917-440-XXXX
- +1 646-535-XXXX
- +1 212-226-XXXX
- +1 646-559-XXXX
- +1 212-457-XXXX
Gary Denis

Head or Partnerships and Senior Advisor at Pearly

Santa Barbara, CA, US
3
- verizon.net
- pearlyplan.com
- gmail.com
2
- +1 805-458-XXXX
- +1 805-570-XXXX
Steven Roth

Head of Finance at Pearly

Chandler, AZ, US
2
- att.net
- pearly.co
5+
- +1 805-541-XXXX
- +1 212-722-XXXX
- +1 805-455-XXXX
- +1 805-963-XXXX
- +1 805-435-XXXX
- +1 805-564-XXXX
Ammar Ahmed

Head of Product at Pearly

Atlanta, GA, US
3
- yahoo.com
- myplannery.com
- pearly.co
5
- +1 470-253-XXXX
- +1 770-828-XXXX
- +1 470-253-XXXX
- +1 770-495-XXXX
- +1 470-295-XXXX
Jake Tantleff

Sales Lead: Mid-Market at Pearly

Santa Barbara, CA, US
3
- gmail.com
- pearlyplan.com
- pearly.co
5
- +1 805-689-XXXX
- +852 9639 XXXX
- +1 805-680-XXXX
- +1 805-440-XXXX
- +1 805-689-XXXX
Tai Rodrig

Staff Software Engineer at Pearly

Santa Barbara, CA, US
1
- pearly.co
3
- +1 781-862-XXXX
- +1 781-572-XXXX
- +1 781-862-XXXX
Dylan Perkins

Founding Account Executive at Pearly

California, United States
3
- gmail.com
- pearlyplan.com
- pearly.co
5
- +1 805-966-XXXX
- +1 805-895-XXXX
- +1 805-452-XXXX
- +1 805-286-XXXX
- +1 209-366-XXXX
Greg Umali

Software Engineer at Pearly

New York, NY, US
1
- gmail.com
2
- +1 321-948-XXXX
- +1 407-290-XXXX
Austin Chrislock

Associate Product Manager at Pearly

Santa Barbara, CA, US
3
- gmail.com
- pearlyplan.com
- pearly.co
1
- +1 805-679-XXXX
Daniyal Ahmad

Software Engineer – Full Stack at Pearly

Santa Barbara, CA, US
2
- pearlyplan.com
- pearly.co

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