Jacob Rocchi Email & Phone Number
Regional Director New Jersey @ Eaton Vance
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Jacob Rocchi Location
- Hoboken, NJ, US
Jacob Rocchi Work
- Regional Director New Jersey @ (April 2026 - Present)
- Regional Director @ (April 2022 - Present)
- Internal Consultant, Eaton Vance Distributors, Inc. Member FINRA and SIPC @ (February 2018 - March 2022)
- Financial Services Professional @ (May 2011 - January 2018)
- Licensed Agent @ (May 2011 - January 2018)
- Intern @ (May 2010 - September 2010)
- Intern @ (May 2009 - September 2009)
- Sales Associate @ (April 2008 - March 2009)
Jacob Rocchi Education
- The George Washington University
BBA (Finance)
2007-2011 - The George Washington University School of Business
Bachelor of Business Administration (Finance/ Marketing)
2007-2011 - Fairfield College Preparatory School
Jacob Rocchi Skills
- 401(k) Rollovers
- Buy-sell Agreements
- Charitable Giving
- Education Funding Strategies
- Finance
- Financial Analysis
- Financial Services
- Investments
- Leadership
- Life Insurance
- Long-Term Care Insurance
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Multi-generational wealth transfer
- Mutual Funds
- Research
- Retirement
- Retirement Planning
- Social Media
- WORD
- Wealth Transfer Strategies
Jacob Rocchi Summary
- Jacob Rocchi, based in Hoboken, NJ, US, is currently a Regional Director New Jersey at Eaton Vance. Jacob Rocchi brings experience from previous roles at Eaton Vance, NYLIFE Securities LLC and New York Life Insurance Company. Jacob Rocchi holds a 2007 - 2011 BBA in Finance @ The George Washington University. With a robust skill set that includes 401(k) Rollovers, Buy-sell Agreements, Charitable Giving, Education Funding Strategies, Finance and more. Jacob Rocchi has 5 emails and 1 mobile phone numbers on RocketReach.
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