In this role, Mr Roberts is responsible for all sales, marketing and client management for CashEdge's brokerage and wealth management business. The business provides brokerages, wealth management firms, private banks and financial advisors with applications and services to maximize the profitability of their practices and more efficiently serve their clients.

Prior to joining CashEdge, Mr Roberts served as vice president for corporate services at E-Trade, where he was responsible for sales, marketing and operations for two business units, employee stock plans and designated brokerage.