AeroLeads people directory · profile
Robin Roach Email & Phone Number
Operations Specialist
at
Wealth Enhancement
1 work email found
@wealthenhancement.com
1 phone found area 585
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Operations Specialist
Location
Fairport, New York, United States
Who is Robin Roach? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robin Roach is listed as Operations Specialist at Wealth Enhancement, based in Fairport, New York, United States. AeroLeads shows a work email signal at wealthenhancement.com, phone signal with area code 585, and a matched LinkedIn profile for Robin Roach.
Robin Roach previously worked as Senior Operations Associate at Wealth Enhancement Group and Tier II Mutual Fund Operations at Manning & Napier. Robin Roach holds Associate Of Science - As, Business Administration And Management, General from Monroe Community College.
Company email context
Email format at Wealth Enhancement
This section adds company-level context without repeating Robin Roach's masked contact details.
{first_initial}{last}@wealthenhancement.com
89% confidence
AeroLeads found 1 current-domain work email signal for Robin Roach. Compare company email patterns before reaching out.
Profile bio
About Robin Roach
Experienced Service Specialist with a demonstrated history of working in the investment management industry. Skilled in mutual funds services, platforms and operations. Strong service professional with an Associate of Science - AS focused in Business Administration and Management, General from Monroe Community College.
Listed skills include Mutual Funds, Investment Management, Investments, Asset Allocation, and 12 others.
Current workplace
Robin Roach's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Enhancement
Website
AeroLeads page
6 roles
Robin Roach work experience
A career timeline built from the work history available for this profile.
Senior Operations Associate
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial advisors at Wealth Enhancement Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact info' section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
Tier Ii Mutual Fund Operations
Reconciling mutual fund positions to outside custodians.Researching mutual fund trade discrepancies.Send mutual fund trade files to various third parties.Month end audit processes.Post foreign currencies.Process share class exchanges.
Mar 2015 - May 2023
Jun 2006 - May 2023
Aug 1999 - Jun 2006
Supervisor - Dealer Operations Support
Managed service team for larger Broker/Dealer.
Jan 1990 - Feb 1998
Team & coworkers
Colleagues at Wealth Enhancement
Other employees you can reach at wealthenhancement.com. View company contacts →
LV
Loribeth Visconti
Colleague at Wealth EnhancementSaint Johns, Florida, United States
View →
AL
Ana Laura Giglio
Colleague at Wealth EnhancementSt Paul, Minnesota, United States
View →
MW
Michael Welch
Colleague at Wealth EnhancementBenicia, California, United States
View →
K(
Kendra (Sampson) Schneider
Colleague at Wealth EnhancementGreater Minneapolis-St. Paul Area, United States
View →
VC
Valerie Clark, Mba
Colleague at Wealth EnhancementColumbia, South Carolina, United States
View →
MJ
Matt Jelnicky, Cpa Cfp
Colleague at Wealth EnhancementCharlotte Metro, United States
View →
RS
Renee So
Colleague at Wealth EnhancementSan Francisco Bay Area, United States
View →
EU
Erika Uschold, Cppm
Colleague at Wealth EnhancementAtlanta Metropolitan Area, United States
View →
AS
Andrew Smith, Cima®
Colleague at Wealth EnhancementAtlanta, Georgia, United States
View →
Loribeth Visconti
Colleague at Wealth EnhancementSaint Johns, Florida, United States
View →
AL
Ana Laura Giglio
Colleague at Wealth EnhancementSt Paul, Minnesota, United States
View →
MW
Michael Welch
Colleague at Wealth EnhancementBenicia, California, United States
View →
K(
Kendra (Sampson) Schneider
Colleague at Wealth EnhancementGreater Minneapolis-St. Paul Area, United States
View →
VC
Valerie Clark, Mba
Colleague at Wealth EnhancementColumbia, South Carolina, United States
View →
MJ
Matt Jelnicky, Cpa Cfp
Colleague at Wealth EnhancementCharlotte Metro, United States
View →
RS
Renee So
Colleague at Wealth EnhancementSan Francisco Bay Area, United States
View →
EU
Erika Uschold, Cppm
Colleague at Wealth EnhancementAtlanta Metropolitan Area, United States
View →
AS
Andrew Smith, Cima®
Colleague at Wealth EnhancementAtlanta, Georgia, United States
View →
1 education record
Robin Roach education
FAQ
Frequently asked questions about Robin Roach
Quick answers generated from the profile data available on this page.
What company does Robin Roach work for?
Robin Roach works for Wealth Enhancement.
What is Robin Roach's role at Wealth Enhancement?
Robin Roach is listed as Operations Specialist at Wealth Enhancement.
What is Robin Roach's email address?
AeroLeads has found 1 work email signal at @wealthenhancement.com for Robin Roach at Wealth Enhancement.
What is Robin Roach's phone number?
AeroLeads has found 1 phone signal(s) with area code 585 for Robin Roach at Wealth Enhancement.
Where is Robin Roach based?
Robin Roach is based in Fairport, New York, United States while working with Wealth Enhancement.
What companies has Robin Roach worked for?
Robin Roach has worked for Wealth Enhancement, Wealth Enhancement Group, Manning & Napier, Manning & Napier Advisors, and Bryce Capital Management.
Who are Robin Roach's colleagues at Wealth Enhancement?
Robin Roach's colleagues at Wealth Enhancement include Loribeth Visconti, Ana Laura Giglio, Michael Welch, Kendra (Sampson) Schneider, and Valerie Clark, Mba.
How can I contact Robin Roach?
You can use AeroLeads to view verified contact signals for Robin Roach at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What schools did Robin Roach attend?
Robin Roach holds Associate Of Science - As, Business Administration And Management, General from Monroe Community College.
What skills is Robin Roach known for?
Robin Roach is listed with skills including Mutual Funds, Investment Management, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, and Bloomberg.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Robin Roach you were looking for.
View similar profiles
