Michael Roth

Michael Roth Email and Phone Number

Fintech Executive & Co-Founder | Extensive Experience in Product Innovation, Revenue Growth and Strategic Exits @ InvestCloud, Inc.
Michael Roth's Location
Calabasas, California, United States, United States
Michael Roth's Contact Details
About Michael Roth

Michael Roth is InvestCloud’s CRO for Digital Wealth. Founded in 2010, InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion in assets with more than 550 direct clients—from wealth managers and institutional investors to asset managers, family offices, asset services companies, financial platforms, and banks. As CRO, Michael's objective is to empower customers to be Wealth Connected™, enabling them to experience a smarter financial future through innovative digital solutions and seamless integration across their financial ecosystems. Before his role as CRO, he was InvestCloud's Chief Product Officer for Digital Wealth, responsible for driving product innovation that empowered current and future customers to solve their toughest technology challenges across the entire wealth spectrum. Prior to InvestCloud, Michael was co-founder and CEO of RetireUp, a leading retirement technology firm that was acquired by InvestCloud in 2020. Michael has a 20-year history in finance and technology, including a decade of experience as a leading derivatives trader at Geneva Trading in Chicago before his time at RetireUp. He lives in Los Angeles, CA, with his wife and three children.

Michael Roth's Current Company Details
InvestCloud, Inc.

Investcloud, Inc.

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Fintech Executive & Co-Founder | Extensive Experience in Product Innovation, Revenue Growth and Strategic Exits
Michael Roth Work Experience Details
  • Investcloud, Inc.
    Chief Revenue Officer, Digital Wealth
    Investcloud, Inc. Apr 2024 - Present
    West Hollywood, Ca, Us
  • Investcloud, Inc.
    Chief Product Officer, Digital Wealth
    Investcloud, Inc. May 2023 - Apr 2024
    West Hollywood, Ca, Us
  • Investcloud, Inc.
    President, Digital Planning
    Investcloud, Inc. Dec 2022 - May 2023
    West Hollywood, Ca, Us
  • Investcloud, Inc.
    Executive Vice President
    Investcloud, Inc. Jun 2020 - Dec 2022
    West Hollywood, Ca, Us
  • Retireup
    Ceo
    Retireup Sep 2017 - Jun 2020
    Libertyville, Il, Us
    RetireUp was Acquired by InvestCloud, Inc.
  • Retireup
    Chief Strategy Officer
    Retireup Feb 2016 - Aug 2017
    Libertyville, Il, Us
  • Retireup
    Evp Business Development
    Retireup Jun 2015 - Jan 2016
    Libertyville, Il, Us
  • Geneva Trading
    Senior Derivatives Trader
    Geneva Trading Jun 2006 - May 2015
    Chicago, Il, Us
    Identified and implemented innovative trading strategies within the derivatives market. Day to day tasks included financial and emotional risk management while making quick decisions within the context of highly volatile market conditions.

Michael Roth Skills

Trading Risk Management Finance Investments Financial Markets Trading Systems Retirement Planning Financial Services Fintech Public Speaking Business Strategy Equities Derivatives Electronic Trading Commodity Portfolio Management Hedging Options Proprietary Trading Fixed Income Trading Strategies Financial Modeling Bloomberg

Michael Roth Education Details

  • Depaul Driehaus College Of Business
    Depaul Driehaus College Of Business
    Leadership And Change Management
  • Bethel University
    Bethel University
    Minor: Business

Frequently Asked Questions about Michael Roth

What company does Michael Roth work for?

Michael Roth works for Investcloud, Inc.

What is Michael Roth's role at the current company?

Michael Roth's current role is Fintech Executive & Co-Founder | Extensive Experience in Product Innovation, Revenue Growth and Strategic Exits.

What is Michael Roth's email address?

Michael Roth's email address is co****@****ast.net

What is Michael Roth's direct phone number?

Michael Roth's direct phone number is 121774*****

What schools did Michael Roth attend?

Michael Roth attended Depaul Driehaus College Of Business, Bethel University.

What are some of Michael Roth's interests?

Michael Roth has interest in Football, Casinos, Exercise, Sweepstakes, Nascar, Home Improvement, Reading, Watching Auto Racing, Sports, Watching Basketball.

What skills is Michael Roth known for?

Michael Roth has skills like Trading, Risk Management, Finance, Investments, Financial Markets, Trading Systems, Retirement Planning, Financial Services, Fintech, Public Speaking, Business Strategy, Equities.

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