Adam D. Roth

ddale@sendero.com

Our entire team supports your stewardship strategy. Adam oversees client billing, as well as business intelligence. Never content with the status quo, he continues to search for ways to improve processes. Adam is dedicated to serving our clients and his team.

Work Background

  • (2018-Present) Accountant, Sendero Wealth Management
  • (2014–2018) Billing Specialist, Sendero Wealth Management
  • Account Tech, University of Illinois

Education and Volunteer

  • BS in Business, Eastern Illinois University
  • Beta Gamma Sigma Member
  • Associates in Science, Parkland College
  • QuickBooks Certified
  • Volunteer, San Antonio Food Bank
  • Volunteer, Shearer Hills Baptist Church

Download vCard