Jeff Roth
Managing Director at Perfectna, Inc. | Fintech | Founder | AI | Investor
- Role
- Managing Director, Business Development at Perfectna, Inc
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Business Development
Jan 2015 — Present · Carlsbad, CA, US
Perfectna is a financial technology company re-imagining how the world accesses wealth management. Our flagship product, Echo Trade, allows retail investors to access investment strategies traditionally reserved only for institutions and high net worth investors. Perfectna has partnered with some of the largest organizations in finance to offer Echo Trading across asset classes-Strategic partnership development-Capital raise-Built RIA partnership network of $30 billion combined AUM-Project management-Block trade execution solution for industry wide risk management issue for managed futures
Skills
- Stocks
- Investment Strategies
- Technical Analysis
- Sales
- Email Marketing
- Marketing Strategy
- Social Media Marketing
- Trading Strategies
- Management
- Online Marketing
- Trading System
- Trading
- Business Development
- Brand Development
- Digital Marketing
- Investments
- Foreign Exchange
- Account Management
- Marketing Communications
- Direct Marketing
- Advertising
- Online Video Marketing
- New Business Development
- Print Management
- Marketing
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