Brian Rocha Email & Phone Number
Vice President, Retirement Plan Services @ Rockland Trust
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Brian Rocha Location
- Rhode Island, United States
Brian Rocha Work
- 2020 -now Vice President, Retirement Plan Services @
- 2013 -2020 Vice President, Portfolio Manager at Bank of America Private Bank @
- 2012 -2013 Retirement Planning Consultant @ Transamerica
- 2008 -2012 Retirement Plan Counselor @
- 2005 -2007 Regional Investment Consultant @
- 2004 -2005 Inside Sales Rep @
Brian Rocha Education
- Bryant University
Bachelor of Science in Business Administration (Finance)
2000-2004
Brian Rocha Skills
- Mutual Funds
- Retirement
- Fixed Annuities
- Investments
- Finance
- Financial Advisory
- Series 63
- Retirement Planning
- 401k
- Uniform Combined State Law
- Wealth Management
- Series 6
- Alternative Investments
- Asset Allocation
- Certified Financial Planner
- Licensed Life Insurance Agent
- Defined Contribution
Brian Rocha Summary
- Brian Rocha, based in Rhode Island, United States, is currently a Vice President, Retirement Plan Services at Rockland Trust. Brian Rocha brings experience from previous roles at Bank of America Private Bank, Transamerica, Great-West Life and Annuity Insurance Company and Fidelity Investments. Brian Rocha holds a 2000 - 2004 Bachelor of Science in Business Administration in Finance @ Bryant University. With a robust skill set that includes Mutual Funds, Retirement, Fixed Annuities, Investments, Finance and more. Brian Rocha has 2 emails and 1 mobile phone numbers on RocketReach.
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