Comprehensive Financial Services for Individuals, Families, and Businesses

Team

Committed  |  Cohesive  |  Competent

Michele Roth                                                                                                                          Administrative and Marketing Assistant

Michele Roth joined the group in 2005.  Her responsibilities are extensive and span several broad categories, including (but not limited to) client relationship management, account administration, and account servicing.  She is extremely proficient in the account opening process (including transfers and rollovers), cashiering, ongoing client documentation, and error resolution. Needless to say, Michele is an invaluable member of the team. The activities that she performs on a daily basis are instrumental in The Katz Group’s ability to deliver on its value proposition and mission statement. Before joining Prudential, Michele worked as an administrative assistant at American Express and, prior to that, spent 17 years in the textile industry.  

Michele and her husband, Phil, live in Jericho, New York.  They have two sons, Justin and Marc.  Michele enjoys cooking, traveling, exercising and listening to music.