Roch Monnig
Lead Financial Advisor at Root Financial
- Role
- Lead Financial Advisor at Root Financial
- Location
- Knoxville, TN, US
- LinkedIn followers
- 500 followers
About Roch Monnig
With nearly a decade of experience as a financial advisor, much of my career thus far has been dedicated to solving complex financial challenges for clients while simultaneously enhancing operational efficiency within my firm. Professional Highlights: • Experienced financial advisor with a proven track record of addressing intricate client needs • Salesforce Certified Administrator, driven by a passion for operational excellence • Specialist in leveraging technology to streamline processes and improve collaboration My dual expertise allows me to: • Provide comprehensive, tailored financial guidance to clients • Partner with firm stakeholders to develop and refine critical business processes • Implement Salesforce solutions that enhance both internal operations and client experiences I\'m constantly seeking innovative ways to improve efficiency and deliver superior service. My goal is to create a seamless, tech-enabled environment that benefits both my firm and its clients.
Experience
Lead Financial Advisor
Jun 2025 — Present · Knoxville, TN, US
Education
University of Tennessee-Knoxville
Bachelor of Arts (B.A.)
2012 — 2016
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