Daniel Larosa Email & Phone Number
Investment Advisor Representative and Corporate Retirement Plans @ Ritholtz Wealth Management
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Daniel Larosa Location
- New York, NY, US
Daniel Larosa Work
- 2019 -now Investment Advisor Representative and Corporate Retirement Plans @
- 2011 -2018 Director of Retirement Plan Services @ Foundation Retirement Plan Consultants LLC
- 2008 -2011 Retirement Plan Consultant @
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 3 emails and 1 mobile phone numbers on RocketReach.
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Top Ritholtz Wealth Management Employees
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Lisa Rosenstein
Tax Planner
New York, NY, US
Bill Artzerounian
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Nick Maggiulli
Chief Operating Officer
New York, NY, US
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