Isaiah Roach
Financial Services Representative @Lifetime Financial Growth
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WORK HISTORY
Financial Services Representative @Lifetime Financial Growth
Indianapolis, IN, US
Providing efficient and professional service to customers• Participating in some marketing and sales-related business development• Building productive relationships with other team members and clients• Handling complaints• Handling my client’s financial strategy • Recruitment of other individuals into the business
EDUCATION
Valparaiso University
Bachelor's degree, Finance
Ivy Tech Community College
Associate of Business Administration - BBA, Business Administration and Management, General
ABOUT ISAIAH ROACH
Graduated with a Bachelor\'s degree in Finance from Valparaiso University in 2023, complemented by an Associate of Business Administration from Ivy Tech Community College. Certified as a Life and Health Insurance License holder by the Indiana Department of Insurance, with additional expertise as a Microsoft Office Specialist Master. Currently a Financial Services Representative at Lifetime Financial Growth, focusing on providing professional customer service, building client relationships, and contributing to business development. Passionate about mentoring and supporting underrepresented communities, with a focus on financial strategies and client prospecting.
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