Isaac Roach Email & Phone Number

Raleigh-Durham-Chapel Hill Area

Oversaw financial activities, including budgeting, revenue analysis, and cash flow projections, ensuring compliance with organizational practices and regulatory procedures.- Conducted regular audits to ensure adherence to established security policies and procedures.- Collaborated with cross-functional teams to identify and address potential security vulnerabilities and risks.- Assisted in the development and implementation of strategies to optimize workflow and streamline operations.- Utilized analytical skills to identify discrepancies and anomalies in financial data and investigate potential fraud or security breaches.- Prepared and presented financial reports to executive management, facilitating informed decision-making.

Cleveland, Ohio

Enabled small and medium-sized companies to drive growth by generating reports, presenting insights, and providing strategic financial expertise. Determined client investment goals through effective communication and recommended viable options to meet requirements.- Rendered expert advice to clients on STRS, OPERS, 403B Plans, Roth, and PERS and 457 plans.- Developed and presented performance reports, executive summaries, and market updates to clients in a timely manner.- Adjusted client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.- Led the development and implementation of 401k (retirement savings) plans for small- to medium-sized business firms.

Ohio, Florida, Texas, North Carolina

- Developed and presented tailored product packages to meet clients' unique needs and goals.- Conducted revenue, expenditure, and cash flow projections to maintain accurate financial records.- Mentored staff across five branches, enhancing their capacity and achieving sales goals.- Established sales, presentation, and CRM processes to drive efficiencies and exceed targets.- Turned around a poor-performing territory, achieving best-in-class performance through training and productive partnerships.- Received awards for highest annual revenue, top producer, and outstanding portfolio management.- Maintained a high closing percentage, ranking first among a team of 60 representatives.- Consistently performed in the top 4% of 300 sales professionals company-wide.