Director of Retirement Plan Services @ Foundation Retirement Plan Consultants LLC (December 2011 - December 2018)
Retirement Plan Consultant @ (April 2008 - December 2011)
Daniel Larosa Education
State University of New York at Albany
Bachelor of Science (Business Administration, Management and Marketing)
2000-2004
Daniel Larosa Skills
401k
Retirement Plan Consulting
Small Business Retirement Planning
Qualified Retirement Plans
Mutual Funds
ERISA
Defined Contribution
Business Analysis
Benefits Administration
HR Consulting
Employee Benefits
Management Consulting
Account Management
Sales Process
Salesforce.com
HRIS
Daniel Larosa Summary
Daniel Larosa, based in New York, NY, US, is currently a Investment Advisor Representative and Corporate Retirement Plans at Ritholtz Wealth Management. Daniel Larosa brings experience from previous roles at Foundation Retirement Plan Consultants LLC and Paychex. Daniel Larosa holds a 2000 - 2004 Bachelor of Science in Business Administration, Management and Marketing @ State University of New York at Albany. With a robust skill set that includes 401k, Retirement Plan Consulting, Small Business Retirement Planning, Qualified Retirement Plans, Mutual Funds and more. Daniel Larosa has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Daniel Larosa?
Find contact details for 700 million professionals.