Jack Roller

Jack Roller Email and Phone Number

Senior Business Development Consultant @ Kestra Financial
Austin, TX, US
Jack Roller's Location
Austin, Texas, United States, United States
Jack Roller's Contact Details

Jack Roller work email

Jack Roller personal email

n/a

Jack Roller phone numbers

About Jack Roller

Equipped with a degree in Economics from Western Kentucky University, I am dedicated on making a meaningful impact in the financial world. I am currently employed on the Business Development Team as a Business Development Specialist with Kestra Financial. Thus far in my career, I have honed my skills in various areas of finance, including financial planning, data analytics and portfolio oversight. I am proficient at utilizing cutting-edge financial tools and software to drive data-driven insights and make informed decisions. I want to be a life-long learner, always seeking opportunities to expand my knowledge and be on top of current industry trends. I have committed to obtaining my Chartered Financial Consultant designation and would like to pursue an Exit Planning designation in the future. Let's connect and discover how we can cultivate success in the financial industry!

Jack Roller's Current Company Details
Kestra Financial

Kestra Financial

View
Senior Business Development Consultant
Austin, TX, US
Website:
kestrafinancial.com
Employees:
409
Jack Roller Work Experience Details
  • Kestra Financial
    Senior Business Development Consultant
    Kestra Financial
    Austin, Tx, Us
    View
  • Kestra Financial
    Business Development Consultant
    Kestra Financial Aug 2023 - Present
    Austin, Tx, Us
    Responsible for cultivating a strategic network with financial advisors on behalf of Kestra. In partnership with an external Vice President, I am tasked with connecting and building relationships with recruits within our specific territory. I will conduct initial front-end research to locate and identify qualified financial professionals.
    View
  • Kestra Financial
    Financial Planning Analyst
    Kestra Financial May 2022 - Aug 2023
    Austin, Tx, Us
    Responsible for providing centralized outsourced financial planning for over 2,500 licensed individuals. Organize and develop client data within a financial planning context. Analyzing and providing research for planning industry trends, intellectual capital, technological advances in the planning field. Client management and support, as well as advanced planning. Authoring though-leadership for advisors & clients. Critical thinking & decision making in the construction of Financial Planning business line.
    View
  • Yellow Cardinal Advisory Group
    Associate Wealth Advisor
    Yellow Cardinal Advisory Group Feb 2020 - May 2022
    Cincinnati, Oh, Us
    Assist with managing non-complex client relationships including selection of asset allocation strategies and basic financial plans. I help maximize client satisfaction to ensure retention of clients. I provide aid for our Senior Wealth Advisors, in expanding relationships by assisting with sales and service efforts. I help complete certain client requested actions as directed by management. I assist in the completion of various tasks within the appropriate Wealth operating systems as instructed, as well as other tasks.
    View
  • Centerline Wealth Advisors
    Client Service Associate
    Centerline Wealth Advisors Oct 2018 - Feb 2020
    Louisville, Ky, Us
    Responsible for assisting and ensuring compliance with necessary specifications and regulations. Day to day tasks include interaction with clients and following through on client requests. I assist our lead advisor by compiling and updating necessary documents, portfolio reviews, etc. I also perform basic administrative and clerical duties as necessary.
    View

Jack Roller Skills

Problem Solving Communication Data Analysis Financial Services Customer Service Social Media Wealth Management Computer Literacy Microsoft Office Time Management Daylite Labor Economics Health Economics Sports Industry Record Keeping

Jack Roller Education Details

  • Western Kentucky University
    Western Kentucky University
    Economics
  • Bellarmine University
    Bellarmine University
    Financial Planning & Services.

Frequently Asked Questions about Jack Roller

What company does Jack Roller work for?

Jack Roller works for Kestra Financial

What is Jack Roller's role at the current company?

Jack Roller's current role is Senior Business Development Consultant.

What is Jack Roller's email address?

Jack Roller's email address is ja****@****ial.com

What is Jack Roller's direct phone number?

Jack Roller's direct phone number is +150288*****

What schools did Jack Roller attend?

Jack Roller attended Western Kentucky University, Bellarmine University.

What skills is Jack Roller known for?

Jack Roller has skills like Problem Solving, Communication, Data Analysis, Financial Services, Customer Service, Social Media, Wealth Management, Computer Literacy, Microsoft Office, Time Management, Daylite, Labor Economics.

Who are Jack Roller's colleagues?

Jack Roller's colleagues are Tabassum Khan Khan, Wang(Zena) Yao, Michael R., Samuel Oseni, Frank Weldon, Derrik Watson, Shawn Washington Bostic, Dm.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.