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
- Vice President, Retirement Plan Services @ (March 2020 - Present)
- Vice President, Portfolio Manager at Bank of America Private Bank @ (November 2013 - March 2020)
- Retirement Planning Consultant @ Transamerica (July 2012 - November 2013)
- Retirement Plan Counselor @ (January 2008 - July 2012)
- Regional Investment Consultant @ (May 2005 - December 2007)
- Inside Sales Rep @ (June 2004 - April 2005)
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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