Jex Roach, Mba, Afc® Email & Phone Number

United States

- Implement financial planning program- Serve as relationship manager for planning clients- Assist Chief Investment Officer

- Serve as relationship manager for about 20 households, most of whom are active-duty military or retirees.- Assist Lead Advisor in advising my assigned clients on their financial plans, to include cash flow planning, debt repayment planning, investments, estate planning, tax planning and projections, retirement and education funding goals, and risk.

Bangkok, Thailand

Job Description: - As Treasurer, was responsible for finances for a Non-Profit Organization with more than 1,050 member families, nearly 100 volunteers, and 600-900 transactions annually which totaled more than $85K USD.- Responsible for all day-to-day finances, to include writing and depositing checks, updating the Master Log, tracking deposits from.

My passion is helping people square away their finances so they can start living their dreams. - Provided individual coaching and counseling services to clients.- Educated clients on cash flow and budgeting techniques and coached them into achieving their goals.- Conducted values-based exercises to help clarify their short-, mid-, and long-term goals.

65th MED BDE In Seoul, S Korea

- Performed most duties of a Budget Officer, who usually has 8-10+ years of experience.- Created a customized Excel spreadsheet that reduced the Status of Funds process from two hours to 15 minutes, and increased frequency from monthly to twice a week.- Created Desktop Procedures (DTPs) listing detailed steps for all routine tasks and processes.Job.

Honolulu, HI

- Oversaw the Defense Travel System (DTS) program for nearly 4,000 employees- assisted travelers with the online system, ensured travel was funded correctly, trips were closed out appropriately, and errors were resolved.- Spearheaded the transition to the Automated Time and Attendance Production System (ATAAPS) in my role as Super User for over 650.

Honolulu, HI

- Provided administrative support to the Deputy Commander for Nursing and the Deputy Commander for Clinical Services at Tripler Army Medical Center, a facility with more than 4,000 employees. - Served as the local subject matter expert (SME) in the new online system for military officer evaluations, assisted officers and supervisors in using the new.

Georgia

- Responsible for all internal and external correspondence for a 50-Marine unit- Tracked and maintained all personnel and operational statistics for the unit- Travelled the country in support of military and civilian events- Provided direct support to the Commanding General and his staff- Coordinated travel arrangements for more than 60 business trips.

New Hampshire

- Refereed youth and semi-professional leagues- Required a high level of physical fitness- Responsible for the safety of 22 players on the field, plus fellow referees, coaches, substitute players and spectators- Required to make timely and fair decisions and manage conflicts quickly- Invited to referee premier tournaments in New Jersey and New York

The Externship

Cfp® Certificate Program

Master Of Business Administration (Mba)

Master Of Education (M.Ed.)

Bachelor Of Arts (Ba)