Isaac Roach

Isaac Roach Email and Phone Number

Financial Services Professional
Isaac Roach's Location
Chapel Hill, North Carolina, United States, United States
Isaac Roach's Contact Details

Isaac Roach work email

Isaac Roach personal email

About Isaac Roach

Highly motivated professional with a strong background in financial management and regulatory compliance. Utilizing my analytical skills, attention to detail, and expertise in risk assessment.- Solid foundation in financial management, including budgeting, revenue analysis, and cash flow.- Extensive experience in ensuring regulatory compliance and adherence to established procedures.- Strong analytical skills with the ability to identify and mitigate potential security risks.- Proficient in conducting security assessments, vulnerability scanning, and penetration testing.- Excellent problem-solving and decision-making abilities, coupled with a detail-oriented approach.- Effective communication skills, both verbal and written, facilitating collaboration and information sharing.- Up-to-date knowledge of the latest security trends, technologies, and industry best practices.

Isaac Roach's Current Company Details

Financial Services Professional
Isaac Roach Work Experience Details
  • Isaac Roach Consultanting Llc
    Senior Financial Consultant
    Isaac Roach Consultanting Llc Jan 2019 - Jul 2023
    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.
  • International Assets Advisory
    Senior Investment Consultant
    International Assets Advisory Dec 2014 - Dec 2018
    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.
  • Citizens Financial Group, Inc.
    Investment Consultant
    Citizens Financial Group, Inc. Mar 2007 - Oct 2014
    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.

Isaac Roach Skills

Investments Finance Series 7 Financial Services Uniform Combined State Law Trading Banking 401k Risk Management Marketing Credit Retirement Wealth Management Bloomberg Fixed Income Series 6 Mortgage Lending Crm Public Speaking Management Portfolio Management Insurance Strategy Financial Analysis Key Account Management Account Reconciliation

Isaac Roach Education Details

Frequently Asked Questions about Isaac Roach

What is Isaac Roach's role at the current company?

Isaac Roach's current role is Financial Services Professional.

What is Isaac Roach's email address?

Isaac Roach's email address is co****@****ail.com

What schools did Isaac Roach attend?

Isaac Roach attended Florida State University.

What are some of Isaac Roach's interests?

Isaac Roach has interest in Children, Education, Economic Empowerment.

What skills is Isaac Roach known for?

Isaac Roach has skills like Investments, Finance, Series 7, Financial Services, Uniform Combined State Law, Trading, Banking, 401k, Risk Management, Marketing, Credit, Retirement.

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