Alex Roe
Director of Strategic Planning at eMoney Advisor | Greater Philadelphia
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As the Director of Strategic Planning at eMoney Advisor, Alex Roe leverages his extensive background in product marketing to shape the future of financial technology solutions. With a keen focus on driving strategic initiatives, Alex plays a pivotal role in evaluating new markets and identifying business opportunities that align with the company's vision. His expertise in competitive analysis and relationship management enables him to craft insightful strategies that not only enhance eMoney's existing portfolio but also position the company as a leader in the fintech space.
Currently, Alex is spearheading several key projects aimed at optimizing pricing and packaging strategies for eMoney's diverse range of products and services. By conducting high-level analyses and leveraging data-driven insights, he ensures that the company remains agile and responsive to market demands. His leadership in business development initiatives has been instrumental in fostering partnerships that enhance eMoney's value proposition, particularly in the realm of asset management and mutual funds.
Alex's proficiency in digital marketing further complements his strategic planning efforts, allowing him to effectively communicate the benefits of eMoney's offerings to target audiences. As he navigates the complexities of the financial services landscape, Alex remains committed to driving innovation and delivering exceptional value to clients. His blend of strategic foresight and tactical execution positions him as a key player in eMoney Advisor's ongoing success and growth in the competitive fintech market.
Director of Strategic Planning at eMoney Advisor in December 2020 to Present
Director of Product Marketing at eMoney Advisor in May 2017 to December 2020
Director of Search Marketing at Graham Media Partners in October 2016 to October 2017
Investment Project Manager - Portfolio Review Department at Vanguard in May 2013 to September 2016
Senior Manager, Retail Prospect Strategy at Vanguard in May 2011 to May 2013
Senior Manager, Product Management at Vanguard in August 2008 to May 2011
Manager, Client Insight at Vanguard in September 2006 to August 2008
Director - Product Development at American Express in September 2005 to September 2006
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Strategy
Product Management
Financial Services
Product Development
Leadership
Portfolio Management
Venture Capital
Competitive Analysis
Series 63
Business Strategy
Financial Modeling
Mutual Funds
Investments
Finance
Financial Analysis
Relationship Management
Project Management
Business Analysis
Process Improvement
Analytics
Equities
Analysis
Asset Management
Strategic Planning
CRM
Segmentation
Marketing Strategy
Marketing
Digital Marketing
Search Engine Optimization (SEO)
Business Development
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Discover more about eMoney AdvisorWhat is Alex Roe email address?
Email Alex Roe at [email protected]. This email is the most updated Alex Roe email found in 2026.
What is Alex Roe phone number?
Alex Roe phone number is +19175148374 and +18605395325.
How to contact Alex Roe?
To contact Alex Roe send an email to [email protected]. If you want to call Alex Roe try calling on +19175148374 and +18605395325. (updated on October 30, 2024)
What company does Alex Roe work for?
Alex Roe works for eMoney Advisor
What is Alex Roe's role at eMoney Advisor?
Alex Roe is Director of Strategic Planning
What industry does Alex Roe work in?
Alex Roe works in the Financial Services industry.
Alex Roe Email Addresses
Alex Roe Phone Numbers
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