Rick Rocha Email & Phone Number
Vice President Middle Market Portfolio Manager @ Citizens
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Rick Rocha Location
- Los Angeles, CA, US
Rick Rocha Work
- Vice President Middle Market Portfolio Manager @ (April 2026 - Present)
- Operating Advisory @ (September 2025 - March 2026)
- Vice President Commercial Banking @ (January 2023 - August 2025)
- Vice President Relationship Manager @ (January 2020 - January 2022)
- Vice President: Corporate Banking @ (January 2018 - January 2020)
- Corporate Banking @ (January 2015 - January 2018)
- Macro Investment Research-Institutional Sales @ (January 2013 - January 2014)
- Investment Banking-Technology @ (January 2011 - January 2013)
- Global Markets Sales Specialist – Commodities and Derivatives (Series 3 Licensed) @ TGR Financial (January 2004 - January 2010)
Rick Rocha Education
- Moody's Analytics
Certificate in Commercial Credit (Certificate in Commercial Credit)
2017-2017 - Northeastern University
Master of Business Administration (MBA)/Master of Science (MS) (Finance, General)
2011-2013 - Financial Modeling Fundamentals (BIWS) training program 2012-2013
- California State University, Los Angeles
Bachelor of Science (Business Adminstration, Finance)
2009-2010 - Columbia Business School
Executive Education: AI for Business and Finance Jan 2026
Rick Rocha Skills
- Management Consulting
- Investments
- Start-ups
- Lead Generation
- Sales
- Multi-Industry Experience
- Investment Banking
- Financial Modeling
- Mergers
- Business Strategy
- New Business Development
- Acquisitions
- Valuation
- Due Diligence
- Mergers & Acquisitions
- Cold Calling
- Strategic Partnerships
- SaaS
- Marketing
- Market Research
- Finance
- Management
- Business Development
- Analysis
- Financial Services
- Financial Analysis
- Online Marketing
- Equities
- Competitive Analysis
- Corporate Finance
- Derivatives
- Strategy
- Private Equity
- Portfolio Management
- Trading
- Economics
- Enterprise Software
- Leadership
- Entrepreneurship
- Corporate Development
- Executive Management
- Equity Research
- Procurement
- Multi Industry Experience
- Start Ups
- Multi Industry
- Mergers and Acquisitions
Rick Rocha Summary
- Rick Rocha, based in Los Angeles, CA, US, is currently a Vice President Middle Market Portfolio Manager at Citizens. Rick Rocha brings experience from previous roles at Diniz Cellars, Valley Bank, PNC and Israel Discount Bank. Rick Rocha holds a 2017 - 2017 Certificate in Commercial Credit in Certificate in Commercial Credit @ Moody's Analytics . With a robust skill set that includes Management Consulting, Investments, Start-ups, Lead Generation, Sales and more. Rick Rocha has 3 emails and 4 mobile phone numbers on RocketReach.
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