Brett Roth Email and Phone Number
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Extraordinary sales and leadership professional with 25 years of multifaceted experience within the financial services industry. Specialties include Insurance and Annuities, Professional Asset Management, Retail and Institutional Relationship Management, and Asset Retention. Motivated by building and fostering dynamic sales teams, developing relationships, and collaborating across multiple business units to achieve desired results.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 419 Plum Street; Cincinnati, OH 45202. Phone: (513) 579-1114. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Lifetime Financial Growth LLC is not an affiliate or subsidiary of PAS or Guardian and is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity./COMPLIANCE:2023-3945/
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Vp Private Wealth ManagerDlak Wealth Advisors May 2022 - PresentWest Chester, Ohio, United StatesHelping clients personalize a plan to achieve their financial goals. Discussion points include, investment advising, debt management, budget assistance, college savings preparation, retirement planning, estate planning, long-term healthcare and insurance assistance, and tax planning.
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Sr. Securities WholesalerW&S Financial Group Distributors 2016 - May 2022Cincinnati, OhioPromoted the sale of investment products through the Western & Southern Agency Field Financial Representatives and Managers. Educated, trained and prepared individuals to attain their securities registrations and became proficient in the knowledge and sales of investment products. Also supported the field representatives in joint sales activities and worked within the business unit to assist in the creation and distribution of marketing materials and activities. -
Regional Sales DirectorFidelity Investments 2013 - 2016Covington, KentuckyLead a 15 person team of Investment Solutions Consultants responsible for supporting a 300 person distributed sales force in New York, New Jersey and the Midwest regions. This group provides subject matter expertise to assigned associates in the Variable/Fixed Annuity and Insurance financial planning solutions; 2015 goals of $1.4 billion dollars in gross sales. -
Sales Manager - 401K Relationship ManagementFidelity Investments 2012 - 2013Covington, KentuckyLead a 10-12 person Retirement Relationship associate team entrusted with $4.5B in 401k retirement assets. Responsibilities included book management for 401k internal rollover and stay in plan participants. After properly profiling client's needs and drivers, this group partnered with our phone and branches sales associates to best support the client's financial planning options as they terminated their 401k plans.
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Sales And Client Relationship Manager - Managed AccountsFidelity Investments 2006 - 2012Westlake, Texas And Covington, KentuckyManage and lead a team of sales and client relationship management associates responsible for acquisition, retention and development of Fidelity's managed assets account program Portfolio Advisory Services (PAS). Moved to Westlake, Texas as the sales group expanded to another team.Developed and administer compensation plans for each associate role.In 2008, formed and led a newly expanded team to the Covington, Kentucky phone site campus; I relocated back to Ohio at this time. Appointment Branch Office Manager (BOM) for the building; responsibilities included enforcement of risk management and compliance policies and procedures.In 2009 won the President's Circle award for top sales management leaders in the company.
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Sales Manager - Financial Planning ConsultantsFidelity Investments 2005 - 2006Blue Ash, OhioManage, coach and develop and newly formed associate role within the Blue Ash phone site. Role was design to utilize a customer first and consultative sales process to provide guidance and planning solutions to high new worth clients.
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Manager - Project And Market TestingFidelity Investments 2002 - 2005Blue Ash, OhioLead a team of outbound calling associates that partnered with National Marketing, National Sales and Field Distribution to test new lead sources, provide feedback, and create dialogue. These results would provide the national groups with key data and research to better enable the distributed sales force in their sales efforts.
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Manager- Asset RetentionFidelity Investments 1999 - 2005Blue Ash, OhioLead a group of tenured sales associates dedicated to retaining customer assets and developing programs for the distributed sales force to better equip them in their retention efforts. Provided senior leadership with quantitative and qualitative analysis of asset retention programs.Won the Fidelity 2000 Team of the Year award.
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Financial Sales RepresentativeFidelity Investments 1991 - 1999Blue Ash, OhioWorked in a variety of inbound and outbound calling associate sales roles providing guidance and product solutions to new and existing clients.In 1992, won the President's Circle Award for Sales Excellence as a top sales representative nationally.
Brett Roth Skills
Brett Roth Education Details
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Electrical And Electronics Engineering
Frequently Asked Questions about Brett Roth
What company does Brett Roth work for?
Brett Roth works for Dlak Wealth Advisors
What is Brett Roth's role at the current company?
Brett Roth's current role is VP Private Wealth Manager at DLAK Wealth Advisors.
What is Brett Roth's email address?
Brett Roth's email address is br****@****ity.com
What is Brett Roth's direct phone number?
Brett Roth's direct phone number is +161791*****
What schools did Brett Roth attend?
Brett Roth attended University Of Dayton.
What skills is Brett Roth known for?
Brett Roth has skills like Investments, Sales, Sales Management, Annuity Sales, Series 7, Retirement Planning, Management, Retirement, Financial Services, Leadership, Relationship Management, Customer Service.
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Brett Roth
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Brett Roth
Leader In Digital Marketing | Creating Dynamic Digital Experiences For B2B Technology Companies.Washington, Dc -
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Brett Roth
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