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@wealthenhancement.com
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1 phone found area 585
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LinkedIn matched
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Robin Roach is listed as Senior Operations Associate at Wealth Enhancement Group, 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 Tier II Mutual Fund Operations at Manning & Napier and Fund Services Specialist at Manning & Napier Advisors. Robin Roach holds Associate Of Science - As, Business Administration And Management, General from Monroe Community College.
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AeroLeads found 1 current-domain work email signal for Robin Roach. Compare company email patterns before reaching out.
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.
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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.
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.
Rochester, New York Area
Oversee Client Services and Operations functions.
Greater Denver Area
Managed service team for larger Broker/Dealer.
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Robin Roach works for Wealth Enhancement Group.
Robin Roach is listed as Senior Operations Associate at Wealth Enhancement Group.
AeroLeads has found 1 work email signal at @wealthenhancement.com for Robin Roach at Wealth Enhancement Group.
AeroLeads has found 1 phone signal(s) with area code 585 for Robin Roach at Wealth Enhancement Group.
Robin Roach is based in Fairport, New York, United States while working with Wealth Enhancement Group.
Robin Roach has worked for Wealth Enhancement Group, Manning & Napier, Manning & Napier Advisors, Bryce Capital Management, and Oppenheimerfunds.
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Robin Roach holds Associate Of Science - As, Business Administration And Management, General from Monroe Community College.
Robin Roach is listed with skills including Mutual Funds, Investment Management, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, and Bloomberg.
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