James Roach

  • roachj85@gmail.com

Sr. Provider Management Specialist/MBA Candidate

Work History

Work History
Jul 2013 - Present

Senior Provider Management Specialist

Lincoln Investment Planning, Inc
  • Work directly with registered representatives to correct reporting issues
  • Train new employees
  • Create and deliver presentations to upper management
Jan 2011 - Present

Head of Electronic Mutual Fund and Annuity Relationships

Lincoln Investment Planning, Inc.
  • Establish a rapport with targeted companies
  • Negotiate networking agreements
  • Update rules on AS400 system
Jul 2007 - Jul 2013

Provider Management Specialist

Lincoln Investment Planning, Inc.
  • Create and reconcile clients' accounts
  • Maintain contacts at Mutual Fund and Annuity Companies
  • FundServ processing
  • Pershing account reconciliation
  • Update appropriate parties on pertinent fund information
  • Assist Supervisor on special projects

Education

Education
Sep 2010 - Aug 2015

Professional MBA Program - Entrepreneurship

Drexel University
Aug 2003 - May 2007

B.S. in Finance and Business Administration

Bloomsburg University

Certifications

Certifications
Nov 2011 - Present

Series 7

FINRA

General Securities Representative

Other Professional Experience

Advanced Physician Management Service

2006-2006

  • Assisted with the department's budget, bank reconciliations, and accounts payable
  • Created and enhanced budgeting spreadsheets
  • Provided back-up assistance to the department's billers
  • Organized and filed billing statements