James Roach

Senior Analyst

BA, Bloomsburg University; MBA, Drexel University

Mr. Roach is responsible for facilitating selling agreements with financial intermediaries and performing general mutual fund operations. Prior to joining Foreside, he worked as a Senior Level Provider Management Specialist and Head of Electronic Mutual Fund and Annuity Relationships at Lincoln Investment Planning, Inc. Jim has also worked as a Certified Exit Planning Advisor, Business Coach, and Financial Advisor. Jim holds a FINRA Series 7 license.