Libby Roth

Client Service Manager at Moneta Group

Libby Roth is a Client Service Manager at Moneta Group since June 2023, leveraging previous experience as a Summer Finance Intern at Parkside Financial Bank & Trust, where rotations included Banking and Trust & Family Office departments. Responsibilities at Parkside included creating financial spreadsheets, managing loan renewals, and presenting a capstone project on engaging future generations in financial services. Additional experience encompasses roles in the hospitality industry as a Waitress at Drifters Bar and Grill and a Hostess at Josephines Tearoom, where customer service and efficient operations were priorities. Prior to that, Libby served as a Coach at Turners Gymnastics, teaching gymnastics fundamentals in a safe and enjoyable environment. Libby holds a Bachelor of Business Administration from Southern Illinois University Edwardsville, obtained in 2023.

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St. Louis, United States

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Moneta Group

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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.


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201-500

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