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 @
- 2023 -2025 Director of Finance @
- 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 @
- 1996 -1999 Senior Accountant @ McGowan Guntermann
- 1993 -1996 Assistant Branch Manager @ Norwest Financial (now Wells Fargo Financial)
Steven Roth Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS (Financial Management)
- San José State University
(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
- Financial Analysis
- Business Strategy
- Accounting
- Customer Service
- Finance
- Leadership
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 3 mobile phone numbers on RocketReach.
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Top Pearly Employees
Gregory Hay
Vice President of Operations
New York, NY, US
Ben Burleson
Senior Software Engineer
Santa Barbara, CA, US
Steven Roth
Head of Finance
Chandler, AZ, US
Greg Umali
Software Engineer
New York, NY, US
Sean Emmer
Co-Founder and Chief Technology Officer
Fort Lauderdale, Florida, United States
Jake Tantleff
Sales Lead: Mid-Market
Santa Barbara, CA, US
Jeff Cole
Board Member and Founder
Santa Barbara, CA, US
Austin Chrislock
Associate Product Manager
Santa Barbara, CA, US
Ammar Ahmed
Head of Product
Atlanta, GA, US
Anna Traxler
Customer Support Specialist
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Daniyal Ahmad
Software Engineer – Full Stack
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