Alex Roth Email and Phone Number
Alex Roth work email
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Alex Roth personal email
I am a Finance major expecting to graduate in 2024. I am pursuing a career in Private Wealth Management although I have experience in a variety of areas of business. As an an analyst I have enjoyed learning about private and public market dynamics and contributing to financial models. I love meeting new people and am excited by competition and challenge.
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Client Relationship CoordinatorCooneyassociatesUnited States
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Active MemberMiami University Asset Management Club Sep 2020 - PresentOxford, Ohio, United StatesActively Managed, Student-Run portfolio with assets of $40,000+• Responsible for attending New Member Education meetings to grasp market understanding and macroeconomic ideas• Tasked with presenting equity position of $1,000-2,000 with group of New Members• Responsible for two new member examinations to test market understanding, stock valuation aptitude -
Investment AnalystMount Yale Capital Group Apr 2022 - Apr 2024Bloomington, Minnesota, United States• Contributed in growing and managing a closed-end private equity fund of funds with AUM over $3 billion• Utilized Bloomberg to analyze performance metrics and ensure accurate reporting to investors and executive teams• Collaborated in the development of asset allocation models• Engineered Excel spreadsheets to track and analyze prospective alternative investment opportunities -
Scholarship ChairTheta Chi Fraternity Jan 2021 - Aug 2022Oxford, Ohio, United States• Achieved the #4 overall GPA across IFC• Responsible for establishing and upholding academic standards for peers• Foster and support a positive attitude towards the pursuit of outstanding academic achievement• Organize and solicit academic award ceremonies in accordance with national chapter scholarship qualifications -
Marketing CoordinatorEntrepreneurs' Organization May 2021 - Jun 2022Minneapolis, Minnesota, United States• Created, designed, and maintained all website content• Drove marketing initiatives to gain an increase of over 400% in interactions• Coordinated website traffic with cloud-based CRM databases• Connected and collaborated with hundreds of high-caliber entrepreneurs -
Yeti Cooler ManufacturerSolar Plastics, Llc Nov 2020 - May 2021Delano, Minnesota, United States• Worked efficiently as part of a team through the assembly line• Innovated processes to improve productivity• Reviewed and verified product quality -
Marketing Team SpecialistGrowthmode Marketing Dec 2020 - Apr 2021Woodbury, Minnesota, United States• Compiled and repaired contact database spreadsheets for clients in Microsoft Excel• Thrived as part of the GrowthMode team to ensure client needs are met -
Locker Room ManagerSomerset Country Club Jun 2019 - Sep 2020Mendota Heights, Minnesota
Alex Roth Education Details
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Finance And Entrepreneurship Co-Major -
High School Diploma
Frequently Asked Questions about Alex Roth
What company does Alex Roth work for?
Alex Roth works for Cooneyassociates
What is Alex Roth's role at the current company?
Alex Roth's current role is Client Relationship Coordinator.
What is Alex Roth's email address?
Alex Roth's email address is ar****@****ork.org
What schools did Alex Roth attend?
Alex Roth attended Miami University Farmer School Of Business, Ies Abroad, Saint Thomas Academy.
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