Jim Roth

Senior Vice President, Enterprise Sales & Solutions at BetaNXT

Jim Roth serves as the Senior Vice President of Enterprise Sales & Solutions at BetaNXT since February 2023 and is also a Strategic Advisor at FA Match. Prior experience includes a Senior Vice President position at BetaNXT/Motive Partners and Managing Director at Oyster Consulting, LLC, where expertise was applied in delivering innovative solutions for financial services. From 1989 to July 2020, Jim held the role of Managing Director at BNY Mellon | Pershing, focusing on business development and providing tailored solutions for growth-oriented clients. Academic qualifications include an MBA in Economics & Finance from Benedictine University, participation in the Securities Industry Institute Program at The Wharton School, and a Bachelor of Science in Economics & Finance from Millikin University.

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BetaNXT

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BetaNXT is the next wave in wealth management technology and outsourcing solutions for BETA, Maxit, and Digital Investor businesses.


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51-200

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