For over nine years Annie Roth has been working in different jobs. Recently, Annie worked as a Vice President in Baker Street Advisors widening experience. Annie Roth graduated from University of California, Berkeley where this person got all the skills. This person knows Mandarin. You can find this person in San Francisco, California, where he lives nowadays. SoftwareOfficial has all the data you need to be in touch with Annie Roth, such as Annie's phone or email. Feel free to send us the request to get more data.
Name variants:
Anna Roth,
Annette Roth,
Annika Roth,
Hannah Roth,
Susan Roth
Last updated Jul 02, 2024
Contact Information
Workplace
Colleagues
Work History
Vice President
575 Market St SUITE 600, San Francisco, CA 94105
Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA). We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory...
from Apr 2013
Investment Associate
580 California St, San Francisco, CA 94104
Managed investment portfolios for affluent families, endowments & foundations. Specialized in financial planning, tax planning, and investment management.
Apr 2011 — Mar 2013
Investment Associate
Managed investment portfolios for affluent families primarily based in Silicon Valley.
2007 — Mar 2011
Technical Analyst
Developed asset allocation strategies, implemented use of modern portfolio theory, evaluated investments. Specialized in investment due diligence of third-party equity and fixed income portf...
2006 — 2007
Registered Client Service Associate
Series 7 and 66 licensed. Trading and administration of corporate employee stock option trading plans and executive trading plans.
2004 — 2006
Education
Occupations
Executive
Vice President
Cook
Baker
Counselor
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Asset Allocation
Equities
Investments
Fixed Income
Strategic Financial Planning
Wealth Management Services
Alternative Investments
Wealth Management
Asset Managment
Hedge Funds
Mutual Funds
Portfolio Management
Personal Financial Planning
Bloomberg
Estate Tax Planning
Socially Responsible Investing
FAQs about Annie Roth
What's the main profession of Annie Roth?
The expert is a Vice President.
What are the profession of This expert?
These person's professions are Executive and Vice President
Where does Annie Roth currently live?
They lives in San Francisco, California.
Where did Annie Roth work?
The professional worked at Baker Street Advisors, Wetherby Asset Management.
Where has Annie Roth studied?
Annie studied at the University of California, Berkeley.
What languages does Annie Roth speak?
Annie Roth speaks Mandarin.
What is professional industry that Annie Roth worked in?
This person works in Financial Services industry.
What are special skills of Annie Roth?
Annie Roth has skills in the following areas: Asset Allocation, Equities, Investments, Fixed Income, Strategic Financial Planning, Wealth Management Services, and Alternative Investments.