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    Joshua Roth

    Fund Accounting Manager

    Joshua Roth is a highly educated individual with a Bachelor of Arts in Economics from Oregon State University as well as studies at Linn - Benton Community College. With a diverse background in finance, he has held roles such as Financial Analyst at Sunshine Retirement Living, Client Relations Manager, Client Relations Specialist, and Senior Fund Accountant at Opus Fund Services, and Sales Team Assistant at Fisher Business Management.

    Roth's versatile background provides him with a skill set that includes financial analysis, client relations, fund accounting, and sales support. He has gained a wide range of experiences that have prepared him for many roles within the financial industry.

    If you are seeking an individual with deep expertise in financial analysis, client relations, and fund accounting along with a commitment to excellence and a passion for delivering value, Joshua Roth should be at the top of your list.

    Highlights

    Meet Joshua Roth | Owner/ Investment Advisor
    Meet Joshua Roth | Owner/ Investment Advisor

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    Location

    Bend, Oregon Area