Robin Roach

Robin Roach Email and Phone Number

Senior Operations Associate @ Wealth Enhancement Group
Robin Roach's Location
Fairport, New York, United States, United States
Robin Roach's Contact Details

Robin Roach personal email

Robin Roach phone numbers

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.

Robin Roach's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Senior Operations Associate
Robin Roach Work Experience Details
  • Wealth Enhancement Group
    Senior Operations Associate
    Wealth Enhancement Group May 2023 - Present
    United States
    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.
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  • Manning & Napier
    Tier Ii Mutual Fund Operations
    Manning & Napier Mar 2015 - May 2023
    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.
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  • Manning & Napier Advisors
    Fund Services Specialist
    Manning & Napier Advisors Jun 2006 - May 2023
    Fairport, Ny
    Certified Mutual Fund Specialist
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  • Bryce Capital Management
    Client Services Manager
    Bryce Capital Management Aug 1999 - Jun 2006
    Rochester, New York Area
    Oversee Client Services and Operations functions.
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  • Oppenheimerfunds
    Supervisor - Dealer Operations Support
    Oppenheimerfunds Jan 1990 - Feb 1998
    Greater Denver Area
    Managed service team for larger Broker/Dealer.
    View

Robin Roach Skills

Mutual Funds Investment Management Investments Asset Allocation Equities Asset Management Portfolio Management Bloomberg Series 7 Equity Research Investment Strategies Financial Modeling Fixed Income Alternative Investments Valuation Wealth Management

Robin Roach Education Details

Frequently Asked Questions about Robin Roach

What company does Robin Roach work for?

Robin Roach works for Wealth Enhancement Group

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

Robin Roach's current role is Senior Operations Associate.

What is Robin Roach's email address?

Robin Roach's email address is rr****@****ier.com

What is Robin Roach's direct phone number?

Robin Roach's direct phone number is +158559*****

What schools did Robin Roach attend?

Robin Roach attended Monroe Community College.

What skills is Robin Roach known for?

Robin Roach has skills like Mutual Funds, Investment Management, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Bloomberg, Series 7, Equity Research, Investment Strategies, Financial Modeling.

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