Kevin Roth
Senior Account Manager/Estate Administrator at The Roth Law Firm PLLC- Claim this Profile
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Bio
Experience
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The Roth Law Firm PLLC
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United States
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Legal Services
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1 - 100 Employee
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Senior Account Manager/Estate Administrator
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1997 - Present
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Principal/Treasurer/ Director
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Jun 2013 - Jun 2015
Financial decision maker responsible for overall financial strategy/success of business operations. • Provide expertise regarding all facets of finances, taxes, accounting and legal policies and procedures • Managing corporate cash flow, forecasting of cash flow, and protection/assessment of organization’s financial well-being • Managing financial cost control (payroll, taxes, merchant services, health care costs, etc...) • Liaise and coordination of all contracts (landlord, banks, suppliers, insurance providers, etc…) Show less
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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1994 - 1997
• Developed and executed strategy to target new clients via telesales • Prospected/profiled/developed/consulted clients in a highly entrepreneurial and independent setting • Built long-term financial advisory relationships; analyzed multiple company/industry/stock market trends • Grew client base from 0 to 54 accounts in first year attaining target revenue of 93% • Developed and executed strategy to target new clients via telesales • Prospected/profiled/developed/consulted clients in a highly entrepreneurial and independent setting • Built long-term financial advisory relationships; analyzed multiple company/industry/stock market trends • Grew client base from 0 to 54 accounts in first year attaining target revenue of 93%
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Education
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DeSales University
MBA -
DeSales University
BS, Finance -
Allentown Central Catholic
HS Diploma