Erick Roche Email & Phone Number
Private Client Banker
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Erick Roche Location
- Stamford, CT, US
Erick Roche Work
- Private Client Banker @ J.P. Morgan Chase Bank N.A. (October 2021 - Present)
- Associate Financial Advisor @ (January 2020 - June 2021)
- Financial Advisor @ (March 2018 - January 2020)
- Financial Professional @ (July 2017 - January 2018)
- Intern @ (March 2015 - November 2016)
- Business Operations Associate Intern @ (February 2014 - April 2014)
- Guest Services @ (January 2011 - January 2014)
- Manager @ Silver Spring Country Club (January 2012 - January 2014)
Erick Roche Education
- University of Connecticut School of Business
Financial Management
2011-2015 - UConn Business & Economics in London, England
Finance and Financial Management Services
2014-2014
Erick Roche Skills
- 401(k) Rollovers
- 529 Plans
- Analytical Skills
- Business Development
- Client Presentation
- Client Relations
- Communication
- Data Analysis
- Deposits
- Estate Investment Strategies
- FINRA
- Financial Advisory
- Financial Services
- High-Net-Worth Individuals (HNWI)
- Hold Series 7
- IRAs
- Insurance Planning
- Investment Products
- Loans
- Microsoft Office
- Mutual Funds
- Personal Finance
- Personal Financial Planning
- Presentation Skills
- Project Management
- Retirement Income Strategies
- Series 66
- Teamwork
- Wealth Management Services
Erick Roche Summary
- Erick Roche, based in Stamford, CT, US, is currently a Private Client Banker at J.P. Morgan Chase Bank N.A.. Erick Roche brings experience from previous roles at Oppenheimer & Co. Inc., Fortis Lux Financial, AXA Advisors, LLC and AXA Advisors. Erick Roche holds a 2011 - 2015 Financial Management @ University of Connecticut School of Business. With a robust skill set that includes 401(k) Rollovers, 529 Plans, Analytical Skills, Business Development, Client Presentation and more.
Looking for a different Erick Roche?
Find contact details for 700 million professionals.
Others Named Erick Roche
Erick Roche
Senior Vice President General Manager Russia and Eurasia
Merelbeke, Flanders, Belgium
Erick Roche
Private Client Banker
Stamford, CT, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co