2012 -2021 Senior Vice President and Wealth Management Advisor and CRPC @
2007 -2012 Vice President @
2004 -2007 Financial Advisor, CFM @
2002 -2004 Financial Advisor @
Vincent Roth Education
Drexel University's LeBow College of Business
MBA
2000-2002
Drexel University
Bachelor's degree
1995-1999
Vincent Roth Skills
Alternative Investments
Asset Allocation
Portfolio Management
Wealth Management
Financial Planning
Estate Planning
Equities
Finance
Fixed Income
Investments
Securities
Mutual Funds
Strategic Financial Planning
Asset Management
Series 7
Financial Analysis
Series 63
Financial Advisory
Financial Modeling
Financial Services
Risk Management
Capital Markets
Hedge Funds
High Net Worth Individuals
CRPC
Management
Cfm
Business Development
Strategy
Team Building
Vincent Roth Summary
Vincent Roth, based in New York, NY, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Vincent Roth brings experience from previous roles at Merrill Lynch, Morgan Stanley Smith Barney and Morgan Stanley. Vincent Roth holds a 2000 - 2002 MBA @ Drexel University's LeBow College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Planning and more. Vincent Roth has 1 emails and 1 mobile phone numbers on RocketReach.
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