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William Roth

Financial Advisor at Centennial Securities Company,
Intro Book
Seasoned financial professional with expertise in cash management, investment strategy, and risk management.
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Location
Grand Rapids Metropolitan Area, US
Skills
  • Product Marketing
  • Variance Analysis
  • Cash Management
  • Accounting
  • Cash Flow
  • Show all
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Bio

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William Roth is a seasoned financial professional with 43 years of experience in finance, accounting, and risk management. He has worked as a Financial Advisor, Treasurer, and Director of Risk Management, developing expertise in cash management, investment strategy, corporate retirement plans, and enterprise risk management. Roth holds an MBA and a Bachelor of Science in Accounting and Finance from reputable institutions.

Experience

  • Centennial Securities Company, Inc.
    • Greater Grand Rapids, Michigan Area
    • Financial Advisor
      • 2012 - Present
      • Greater Grand Rapids, Michigan Area

      - 401(k) and IRA Rollovers - Investment Advice, Planning and Portfolio Structure- Personalized, Holistically Aligned Investment Strategy Development- Retirement Planning and Asset/Income Distribution Strategies- Wealth Preservation Planning

  • Amway Corporation
    • Treasurer, Asst. Treasurer - Director of Risk Management, Manager - Corporate...
      • 1980 - 2011

      - Cash Management - Investment Strategy Development & Portfolio Management- Corporate Retirement Plans- Global Treasury Management- Foreign Exchange Risk Management- Enterprise Risk Management- Credit Management

Education

  • Western Michigan University
  • Grand Valley State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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