Jim Roach

Jim Roach Email and Phone Number

Senior Vice President @ Advantage Capital
Boston, MA, US
About Jim Roach

Advantage Capital is a pioneer in forming public-private partnerships to raise venture capital and small business capital for investments and loans in under-served markets. Since 1992, the firm has raised more than $4 billion in institutional capital and invested in over 800 businesses across 28 states.

Jim Roach's Current Company Details
Advantage Capital

Advantage Capital

View
Senior Vice President
Boston, MA, US
Website:
advantagecap.com
Employees:
265
Jim Roach Work Experience Details
  • Advantage Capital
    Senior Vice President
    Advantage Capital
    Boston, Ma, Us
  • Advantage Capital
    Vice President
    Advantage Capital Jun 2023 - Present
    New Orleans, La, Us
    Advantage Capital is a pioneer in forming public-private partnerships to raise venture capital and small business capital for investments and loans in under-served markets. Since 1992, the firm has raised more than $4 billion in institutional capital and invested in over 800 businesses across 28 states.
  • Sphere
    Head Of Sales
    Sphere Oct 2022 - Jun 2023
    Jim Roach is Head of Sales for Sphere. Sphere is on a mission to make climate-friendly investing available to everyone through low-cost, indexed based options. Jim has over 20 years of investment industry experience and has spent most of his career in sales leadership roles. He holds an undergraduate degree in accounting from the University of Connecticut.
  • Natixis Investment Managers
    Senior Vice President, Head Of Distribution - Esg Target Date Fund
    Natixis Investment Managers Jan 2021 - Nov 2021
    Boston, Ma, Us
  • Natixis Investment Managers
    Senior Vice President, Retirement Strategies
    Natixis Investment Managers Jan 2018 - Jan 2021
    Boston, Ma, Us
  • Natixis Investment Managers
    Executive Vice President, Head Of Sales - Natixis Canada
    Natixis Investment Managers Jun 2015 - Dec 2017
    Boston, Ma, Us
  • Natixis Investment Managers
    Senior Vice President - Sales Desk Manager
    Natixis Investment Managers Aug 2002 - May 2015
    Boston, Ma, Us
    Sales Desk Manager - Led a team of 80 plus sales people and sales managers covering all channels.
  • Sigma Phi Epsilon
    Director Of Volunteers & Chapter Development
    Sigma Phi Epsilon Jun 1999 - May 2002
    Richmond, Va, Us

Jim Roach Skills

Mutual Funds Series 7 Series 63 Public Speaking Microsoft Office Investments Leadership Asset Management Asset Allocation Alternative Investments Portfolio Management Securities Series 6 Wealth Management Financial Services Trading Management Finance

Jim Roach Education Details

  • University Of Connecticut
    University Of Connecticut
    Accounting
  • Pomperaug High School
    Pomperaug High School

Frequently Asked Questions about Jim Roach

What company does Jim Roach work for?

Jim Roach works for Advantage Capital

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

Jim Roach's current role is Senior Vice President.

What is Jim Roach's email address?

Jim Roach's email address is ji****@****xis.com

What is Jim Roach's direct phone number?

Jim Roach's direct phone number is +161723*****

What schools did Jim Roach attend?

Jim Roach attended University Of Connecticut, Pomperaug High School.

What are some of Jim Roach's interests?

Jim Roach has interest in Social Services.

What skills is Jim Roach known for?

Jim Roach has skills like Mutual Funds, Series 7, Series 63, Public Speaking, Microsoft Office, Investments, Leadership, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Securities.

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