Jason Roth Email and Phone Number
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As a seasoned Chief Financial Officer and Strategy Officer with over 20 years of leadership experience, I specialize in corporate finance, strategic growth, and governance across diverse sectors, including Commercial, Mortgage, & Retail Banking, Payments, Family Offices, and Private Equity. I’m passionate about driving operational efficiency, supporting M&A activities, and leading divestitures with a focus on sustainable profitability.Throughout my career, I've advised global CEOs, developed strategic frameworks, and optimized financial portfolios, delivering impactful outcomes across multinational financial institutions. Whether managing global teams of 100+ or partnering with senior executives, I aim to align business strategies with financial goals, ensuring profitability, accountability, and long-term growth.
Computershare
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Chief Strategy Officer And Head Of Agency & Lease ProductsComputershare Jul 2024 - PresentMelbourne, Victoria, Au➤ Directed product expansion strategy, driving business growth and improving product profitability.➤ Managed 7 nationwide teams with 175+ FTEs, leading mentorship initiatives and reducing turnover.➤ Streamlined product servicing, enhancing operational efficiency through optimized processes.➤ Drove cost-saving initiatives by enhancing technology use and reducing manual efforts.
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Senior Vice President, Chief Strategy OfficerComputershare Nov 2021 - Jul 2024Melbourne, Victoria, Au➤ Built strategic frameworks to align business initiatives, driving growth across key areas.➤ Played a pivotal role in the integration of Wells Fargo CTS post-acquisition, ensuring a smooth transition and compliance with regulatory requirements. ➤ Centralized business support functions, resulting in streamlined operations and cost savings.➤ Developed Board-level strategic papers for CEO decision-making, facilitating high-level board discussions.
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Senior Vice President, Head Of Account Oversight, Corporate TrustWells Fargo Jul 2020 - Oct 2021San Francisco, California, Us➤ Created due diligence tools that improved process efficiency during divestitures.➤ Enhanced data accuracy measures, reducing compliance risks and improving governance.➤ Led cross-functional teams through strategic divestiture processes, ensuring seamless integration. -
Senior Vice President, Strategy, Commercial CapitalWells Fargo Jun 2019 - Jun 2020San Francisco, California, Us➤ Developed a strategic playbook that improved return on equity and operational efficiency.➤ Directed key business divestiture initiatives, aligning financial and corporate strategies.
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Senior Vice President, Group Chief Financial Officer, Commercial CapitalWells Fargo 2012 - Jun 2019San Francisco, California, Us➤ Led a global finance team of 100+ FTEs across multiple regions, improving organizational consistency.➤ Directed portfolio optimization efforts, leading to improved financial efficiency across divisions.➤ Restructured the finance department, achieving enhanced support and reduced costs.
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Finance DirectorUnion Bank Oct 2011 - Sep 2012San Francisco, Ca, Us➤ Provided financial leadership and strategic support for key business initiatives.➤ Managed cross-functional teams, optimizing financial reporting and analysis efforts. -
Vice President, Senior Finance Manager, Fp&A And StrategyWells Fargo Jun 2008 - Oct 2011San Francisco, California, Us➤ Led financial planning and analysis efforts, driving improved decision-making and reporting accuracy.➤ Developed and executed financial strategies that supported business expansion initiatives.
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Manager, Finance (Family Office & Pe/Vc)Fremont Group May 2007 - May 2008San Francisco, Ca, Us➤ Managed financial operations and reporting for private equity and venture capital investments. -
Finance Manager, Consumer FinanceWells Fargo Bank Dec 2004 - Apr 2007San Francisco, California, Us
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Finance ManagerFirst Data Corp Dec 2002 - Nov 2004Brookfield, Wisc., Us -
Financial ConsultantMorgan Stanley 1999 - 2001New York, Ny, Us
Jason Roth Education Details
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Saint Mary'S College Of CaliforniaEmphasis In Finance -
San Diego State UniversityFinance
Frequently Asked Questions about Jason Roth
What company does Jason Roth work for?
Jason Roth works for Computershare
What is Jason Roth's role at the current company?
Jason Roth's current role is Results-Oriented Chief Strategy & Financial Officer | Corporate Finance Expert | M&A, Divestiture & Governance Leader | Proven in Driving Operational Efficiency & Growth.
What is Jason Roth's email address?
Jason Roth's email address is jw****@****bal.net
What is Jason Roth's direct phone number?
Jason Roth's direct phone number is +192568*****
What schools did Jason Roth attend?
Jason Roth attended Saint Mary's College Of California, San Diego State University.
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