Rachel Roth
Summary
Dynamic Managing Director at Alter Domus with over 20 years of extensive experience in the financial industry, Expertise in delivering tailored administration solutions through a strategic approach to client engagement. Previous roles as a financial and strategic advisor to Israeli technology and engineering companies provided valuable insights into global capital markets, complemented by hands-on experience in private equity investing and due diligence at Orama Partners, Vertical Ventures, and Blumberg Capital. Holds an MBA in Marketing and International Business from the University of San Francisco and a B.A. from the University of California at San Diego, supported by fluency in English and Hebrew.
Overview
29
29
years of professional experience
Work History
Managing Director
Alter Domus
01.2021 - Current
- Hired to lead West Coast marketing and business development efforts
- Led several large mandates including lift out opportunities
- Directed multi-functional teams to deliver tailored administration solutions, elevating service quality and client satisfaction.
- Championed business development efforts by identifying new market opportunities and expanding the client base significantly.
- Fostered partnerships with key stakeholders to strengthen organizational presence within the investment management community.
Executive Vice President
Citco Fund Services (USA)
Los Angeles
05.2004 - 12.2020
- Opened up the Los Angeles office for Citco Fund Services in August 2014
- Responsibilities include but not limited to:
- Creating a sales and marketing plan for the west coast
- Expand the Citco network through cultivating new feeder, client and prospect relationships while leveraging existing relationships
- Responsible for selling administration solutions for all asset classes
- Generate new business and long-term account opportunities through prospecting
- Represent Citco at Industry Events
- Served on the CalAlts board representing Citco from September 2014 to January 2020
- Successfully closed millions of dollars in reoccurring business by helping bring in over $100B in AUA over the past 16 years
- Increased AUA in Southern California in excess of 100% since heading up the Los Angeles presence
- Maintained current client relationships while selling additional services in order to generate additional revenue
- Managed a small team while in New York
- Premier Fund Administrator providing administration solutions to the leading hedge, private equity, real estate and fund of fund managers. Currently administering over $1 trillion in assets.
Vice President
Vertical Ventures
01.2003 - 01.2004
- Responsible for raising capital for potential PIPE investment opportunities
- Created a network of potential investors
- Conducted due diligence on potential investment opportunities
- Marchant Bank that took positions in public companies through private investment vehicles (PIPEs) and then worked to actively enhance the value of the positions.
Vice President
Orama Partners
01.1999 - 12.2002
- Responsibilities included:
- Conducting due diligence on potential investment opportunities
- Marketing investment opportunities to potential investors
- Raising money for early state technology investment opportunities
- Meeting with potential private equity and venture capital firms who were interested in investing in Israeli Private Equity opportunities
- Merchant Bank firmed based in New York City and Tel Aviv connecting multinational companies with top Israeli technology opportunities.
Associate
Blumberg Capital
01.1997 - 10.1998
- Gathered and put together potential ways of widening our network
- Established a network of potential investors by creating a group of angel investors
- An early stage venture capital firm specializing in leading seed and series A rounds as active investors for tech innovators.
Education
Master of Business Administration -
University of San Francisco
06.1996
Bachelor of Arts - undefined
University of California at San Diego
06.1993
Skills
- Building and Maintaining Relationships
- Proficient with Microsoft Office Suite
- Team player
- Excellent time management skills
- Excellent Negotiating Skills
- Fluent in Hebrew
- Client relationships
- Partnership development
- Marketing strategies
Timeline
Managing Director
Alter Domus
01.2021 - Current
Executive Vice President
Citco Fund Services (USA)
05.2004 - 12.2020
Vice President
Vertical Ventures
01.2003 - 01.2004
Vice President
Orama Partners
01.1999 - 12.2002
Associate
Blumberg Capital
01.1997 - 10.1998
Bachelor of Arts - undefined
University of California at San Diego
Master of Business Administration -
University of San Francisco