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Roger Romero

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Roger Romero

VP Enterprise Business Solutions | Docupace

Upper Providence Township, Pennsylvania, United States

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Roger Romero

Summary

Roger Romero is a seasoned professional in the wealth management technology sector, currently serving as the VP of Enterprise Business Solutions at Docupace. With over 17 years of experience in sales and business development, he has a proven track record of driving revenue and enhancing client relationships through innovative solutions. Roger possesses a unique blend of technical expertise and strategic insight, enabling him to effectively address the complex needs of financial institutions. His leadership style emphasizes collaboration and creativity, fostering an environment where teams can thrive. Roger is passionate about leveraging financial technology to improve client outcomes and streamline operations for wealth management firms. He is known for his consultative sales approach and ability to engage C-level executives, positioning himself as a trusted advisor in the industry. Outside of work, Roger is committed to continuous learning and staying abreast of emerging trends in WealthTech.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Roger Romero

Work Experience

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VP Enterprise Business Solutions at

Docupace

September 2023 - Present

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Senior Sales Account Executive at

Practifi

April 2021 - June 2023

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Director of Business Development/Sr. Sales Executive - Investment Services at

Fiserv, Inc.

January 2019 - December 2020

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Senior Enterprise Sales Manager at

eMoney Advisor

December 2016 - December 2018

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Regional Sales Manager - South Region at

Emoney Advisor

June 2006 - December 2016

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Roger Romero

Education

san martin college

San Jose Maristas High School - Lima, PERU

Frequently Asked Questions about Roger Romero

What is Roger Romero email address?

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

What company does Roger Romero work for?

Roger Romero is a VP Enterprise Business Solutions at Docupace, a company specializing in Prepackaged software.

Where Roger Romero graduated from?

Roger Romero holds a degree in from san martin college.

How can I directly contact Roger Romero?

To contact Roger Romero directly, you can use the email address ************@docupace.com. Complete contact information is available upon registration with Muraena.

Who is Roger Romero?

Roger Romero is a seasoned professional in the wealth management technology sector, currently serving as the VP of Enterprise Business Solutions at Docupace. With over 17 years of experience in sales and business development, he has a proven track record of driving revenue and enhancing client relationships through innovative solutions. Roger possesses a unique blend of technical expertise and strategic insight, enabling him to effectively address the complex needs of financial institutions. His leadership style emphasizes collaboration and creativity, fostering an environment where teams can thrive. Roger is passionate about leveraging financial technology to improve client outcomes and streamline operations for wealth management firms. He is known for his consultative sales approach and ability to engage C-level executives, positioning himself as a trusted advisor in the industry. Outside of work, Roger is committed to continuous learning and staying abreast of emerging trends in WealthTech.

Roger`s contact details

mail

************@docupace.com

Colleagues

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Sid Ramakrishnan

Board Member

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Florence Royce

Executive Vice President of Delivery

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Ariel Golarte

Vice President Of Product Strategy

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Michael Pinsker

President and Chairman

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Larry Reiter

VP - Client Solutions

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Mel Mock

VP, Customer Experience

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Sarah Mccusker Sciandra

Vice President, Enterprise Business Solutions

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Ryan George

Chief Marketing Officer

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Judie Endemann

Vice President Operations

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