Kevin Roth

Senior Account Manager/Estate Administrator at The Roth Law Firm PLLC
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Contact Information
us****@****om
(386) 825-5501
Location
Allentown, Pennsylvania, United States, US

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Experience

    • United States
    • Legal Services
    • 1 - 100 Employee
    • Senior Account Manager/Estate Administrator
      • 1997 - Present

    • Principal/Treasurer/ Director
      • 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

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 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%

Education

  • DeSales University
    MBA
  • DeSales University
    BS, Finance
  • Allentown Central Catholic
    HS Diploma

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