Kevin Roche

Pioneer
DISC Type : dsi

CTO at Wellthy

Brooklyn, New York, United States

Overview

Kevin Roche is the Co-founder and CTO of Wellthy, where he leads the companys technology and innovation efforts. His career includes a tenure as Vice President at Goldman Sachs after earning a BS from Northeastern University, giving him a strong background in both finance and technology.

He is passionate about creating technology that delivers a meaningful impact, often speaking about the importance of balancing profitability with a social mission. His focus is on solving real-world caregiving challenges through thoughtful and efficient tech solutions.

He believes in using AI to create efficiency in the caregiving space without sacrificing the essential "human touch".

Personality Overview

Dynamic But Sincere

Friendly But Fast

Driven But Considerate

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Mission-Driven Tech
He frequently discusses combining mission with technology and building a purpose-driven company that impacts people's lives.
AI in Caregiving
Advocates for using AI to create efficiency in the caregiving sector while ensuring that technology retains a human-centric approach.
Balancing Profit & Purpose
Considers this one of his favorite topics, focusing on how to build a successful business that is also deeply mission-oriented.

Media Appearances

Wellthy Co‑Founder and CTO Kevin Roche interviewed on Story of Software. Featured in Wellthy Blog

See Now

Work History

4-2015
CTO at Wellthy
1-2014 - 3-2015
Vice President at Goldman Sachs
7-2008 - 12-2013
Analyst Developer at Goldman Sachs
CitiTech Advanced Placement Program Co-op at Citigroup
7-2005 - 12-2005
Customer Advocacy Lab Operations Co-op at Cisco Systems

Education

2003 - 2008
BS from Northeastern University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Brooklyn, New York, United States Job Level : Leadership Designation : CTO at Wellthy
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Showcase existing customers and use case-studies to grab their attention
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Kevin

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are generally fast movers and can take quick decisions
  • Can Kevin take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Kevin

Personality Compatibility


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