Jeff Roth

Jeff Roth is an experienced professional in the financial technology and investment sectors, currently serving as the Managing Director of Business Development at Perfectna, Inc. since 2015. At Perfectna, Roth is instrumental in advancing wealth management accessibility through innovative products like Echo Trade. Previously, Roth co-founded Smart Chart Investor, aimed at educating average investors about asset management and technical analysis between 2010 and 2016. Roth held the position of Director of Business Development at Velocity Growth, a crowdfunding startup, from 2014 to 2015, and also contributed as a guest lecturer at Point Loma Nazarene University in 2017 and 2018, focusing on equities, futures trading, and entrepreneurship. Educational qualifications include studies from San Diego State University and the University of Colorado Boulder.