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Rick Rocco Location
Sammamish, WA, US
Rick Rocco Work
2006 -now Relationship Manager @
2000 -2006 Investment Advisor @ Invesmart of the Northwest
1987 -1996 Actuary @ Howard Johnson & Company
Rick Rocco Education
University of Illinois Urbana-Champaign
BS (Finance)
1977-1981
Rick Rocco Skills
401k
Pensions
Retirement Plan Consulting
Profit Sharing
Mutual Funds
Customer Relations
Defined Benefit
Retirement
ERISA
Investments
Strategic Planning
Outlook
Customer Service
Risk Management
Problem Solving
Excel
Microsoft Office
Word
Plan Design
Banking
Deferred Compensation
Senior Retirement Plan Consultant
Retirement Services
Investment Advisor
Finra Series 6
Sales
Leadership
Plan Administration
Actuary
Series 6
Series 63
Public Speaking
Rick Rocco Summary
Rick Rocco, based in Sammamish, WA, US, is currently a Relationship Manager at The Standard. Rick Rocco brings experience from previous roles at Invesmart of the Northwest and Howard Johnson & Company. Rick Rocco holds a 1977 - 1981 BS in Finance @ University of Illinois Urbana-Champaign. With a robust skill set that includes 401k, Pensions, Retirement Plan Consulting, Profit Sharing, Mutual Funds and more. Rick Rocco has 2 emails and 1 mobile phone numbers on RocketReach.
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