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Michael Roth

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Michael Roth

Chief Revenue Officer, Digital Wealth | InvestCloud, Inc.

Calabasas, California, United States

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Michael Roth

Summary

Michael Roth is a seasoned executive serving as the Global Chief Product Officer at InvestCloud, Inc., where he spearheads product innovation within the financial services technology sector. With a robust 20-year background in finance and technology, he previously co-founded and led RetireUp, a retirement technology firm that was successfully acquired by InvestCloud in 2020. Michael's experience includes a decade as a Senior Derivatives Trader at Geneva Trading, where he honed his skills in risk management and trading strategies. He is passionate about leveraging technology to solve complex challenges in wealth management and is dedicated to empowering clients across the wealth spectrum. Michael holds an MBA with a specialization in Leadership and Change Management from DePaul University and a Bachelor of Arts in Interpersonal Communication from Bethel University. He resides in Los Angeles with his wife and three children, balancing a successful career with family life.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Michael Roth

Work Experience

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Chief Revenue Officer, Digital Wealth at

InvestCloud, Inc.

April 2024 - Present

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Chief Product Officer, Digital Wealth at

InvestCloud, Inc.

May 2023 - October 2024

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President, Digital Planning at

InvestCloud, Inc.

December 2022 - May 2023

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Executive Vice President at

InvestCloud, Inc.

June 2020 - December 2022

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CEO at

RetireUp

September 2017 - June 2020

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Chief Strategy Officer at

RetireUp

February 2016 - August 2017

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EVP Business Development at

RetireUp

June 2015 - January 2016

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Senior Derivatives Trader at

Geneva Trading

June 2006 - May 2015

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Michael Roth

Education

DePaul University - The Charles H. Kellstadt Graduate School of Business, Mba

January 2008 - January 2011

Bethel University (Minnesota), Bachelor Of Arts

January 2003 - January 2006

Frequently Asked Questions about Michael Roth

What is Michael Roth email address?

Michael Roth's primary email address is *****@investcloud.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michael Roth work for?

Michael Roth is a Chief Revenue Officer, Digital Wealth at InvestCloud, Inc., a company specializing in Monetary Authorities-Central Bank.

Where Michael Roth graduated from?

Michael Roth holds a degree in Leadership And Change Management from DePaul University - The Charles H. Kellstadt Graduate School of Business.

How can I directly contact Michael Roth?

To contact Michael Roth directly, you can use the email address *****@investcloud.com. Complete contact information is available upon registration with Muraena.

Who is Michael Roth?

Michael Roth is a seasoned executive serving as the Global Chief Product Officer at InvestCloud, Inc., where he spearheads product innovation within the financial services technology sector. With a robust 20-year background in finance and technology, he previously co-founded and led RetireUp, a retirement technology firm that was successfully acquired by InvestCloud in 2020. Michael's experience includes a decade as a Senior Derivatives Trader at Geneva Trading, where he honed his skills in risk management and trading strategies. He is passionate about leveraging technology to solve complex challenges in wealth management and is dedicated to empowering clients across the wealth spectrum. Michael holds an MBA with a specialization in Leadership and Change Management from DePaul University and a Bachelor of Arts in Interpersonal Communication from Bethel University. He resides in Los Angeles with his wife and three children, balancing a successful career with family life.

Michael`s contact details

mail

*****@investcloud.com

*********@peoplepc.com

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