Justin Roach

Justin Roach Email and Phone Number

Engagement Financial Advisor Analyst @ Deloitte
Justin Roach's Location
Philadelphia, Pennsylvania, United States, United States
Justin Roach's Contact Details

Justin Roach work email

Justin Roach personal email

n/a

Justin Roach phone numbers

About Justin Roach

Seeking a position as a financial services associate, to understand clients’ unique financial priorities and assist in planning for their responsible and secure financial future

Justin Roach's Current Company Details
Deloitte

Deloitte

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Engagement Financial Advisor Analyst
Justin Roach Work Experience Details
  • Deloitte
    Engagment Financial Advisor Analyst
    Deloitte Mar 2023 - Present
    Worldwide, Oo
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  • Merrill Edge
    Financial Solutions Advisor - Trainee
    Merrill Edge Jun 2022 - Dec 2022
    View
  • Bank Of America
    Relationship Banker
    Bank Of America Dec 2020 - Jun 2022
    Charlotte, Nc, Us
    - Work with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs- Process financial transactions on clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives- Proactively identify and manage risk in every business, product, and service transaction, leveraging the risk framework to demonstrate Bank of Americas core values- Educate clients on how to conduct simple banking transactions through self-serving technologies
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  • E*Trade
    Financial Services Associate
    E*Trade Jun 2020 - Aug 2020
    Us
    - Provided the highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and account-related issues- Generated and referred sales opportunities to appropriate specialists to fulfill client investment needs- Trained extensively in Genie and Salesforce
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  • Bank Of America
    Financial Advisor Development Program
    Bank Of America Jun 2019 - Aug 2019
    Charlotte, Nc, Us
    • Center liaison between customer service representatives and relationship managers• Conduct client workshops to educate and engage around self-service and digital banking services• Championed roll out for mobile deposit ACT program• Delivered in person presentation to market leadership regarding the importance of open ended questions in financial conversations
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  • T. Rowe Price
    Retirement Plan Services Intern
    T. Rowe Price May 2018 - Aug 2018
    Baltimore, Maryland, Us
    • Created distribution funding reports to show cash reconciliation • Reconciled past databases to ensure that new information was correct• Provided settlement stock delay reports to management
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  • T. Rowe Price
    Client Development Intern
    T. Rowe Price Jul 2017 - Aug 2017
    Baltimore, Maryland, Us
    • Created the framework for a companywide program for client development point distribution • Processed client development core metrics• Generated excel documents that allowed top tier employees to distribute information easily
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  • Olympia Sports
    Sales Associate
    Olympia Sports Mar 2016 - Aug 2016
    • Serve to the customer’s needs to sell a product • Work the register• Internal audits of cash inflows and outflows
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  • Usssa
    Umpire
    Usssa 2015 - 2016
    • Close time decision making• Make calls for a high school baseball/softball travel programs• Run the games from start to finish
  • Farmers And Merchants Bank
    National Academy Of Finance Internship
    Farmers And Merchants Bank Jun 2015 - Aug 2015
    • File important documents into a more organized structure• Overshadow business professionals to learn vital business aspects• Conducted internal audits

Justin Roach Skills

Microsoft Office Sales Sparak Financial System Customer Service Microsoft Excel Leadership Microsoft Word Research Microsoft Powerpoint Public Speaking Social Media Sparak Intellimatch Enterprise Reconciliation Sungard

Justin Roach Education Details

  • Clemson University
    Clemson University
    Accounting And Finance
  • Bryan School Of Business And Economics At Uncg
    Bryan School Of Business And Economics At Uncg
    Accounting And Finance
  • University Of North Carolina At Greensboro
    University Of North Carolina At Greensboro
    Accounting And Finance

Frequently Asked Questions about Justin Roach

What company does Justin Roach work for?

Justin Roach works for Deloitte

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

Justin Roach's current role is Engagement Financial Advisor Analyst.

What is Justin Roach's email address?

Justin Roach's email address is jr****@****tte.com

What is Justin Roach's direct phone number?

Justin Roach's direct phone number is +144328*****

What schools did Justin Roach attend?

Justin Roach attended Clemson University, Bryan School Of Business And Economics At Uncg, University Of North Carolina At Greensboro.

What skills is Justin Roach known for?

Justin Roach has skills like Microsoft Office, Sales, Sparak Financial System, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Research, Microsoft Powerpoint, Public Speaking, Social Media, Sparak.

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