Victor Roach Email & Phone Number
Vice President Wealth Management Advisor @ TIAA
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Victor Roach Location
- Cleveland, OH, US
Victor Roach Work
- 2015 -now Vice President Wealth Management Advisor @
- 2008 -2015 Vice President Financial Consultant @
- 2004 -2008 Partner and Vice President and Financial Advisor @ The Oxford Group of Raymond James
Victor Roach Education
- The University of Akron
B.S. (Finance)
1987-1992
Victor Roach Skills
- Marketing
- Leadership
- Customer Service
- Project Management
- Finance
- Business Development
- Change Management
- Series 7
- Dispute Resolution
- Mergers
- 401k Rollovers
- Investment Strategies
- Relationship Management
- Wealth Preservation Planning
- Asset Allocation
- Financial Services
- Retirement Planning
- Life Insurance
Victor Roach Summary
- Victor Roach, based in Cleveland, OH, US, is currently a Vice President Wealth Management Advisor at TIAA. Victor Roach brings experience from previous roles at Fidelity Investments and The Oxford Group of Raymond James. Victor Roach holds a 1987 - 1992 B.S. in Finance @ The University of Akron. With a robust skill set that includes Marketing, Leadership, Customer Service, Project Management, Finance and more. Victor Roach has 3 emails and 1 mobile phone numbers on RocketReach.
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