Rick Roche Email & Phone Number
Director of Client Engagement @ Wealth Effects
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Rick Roche Location
- Marblehead, MA, US
Rick Roche Work
- 2024 -now Director of Client Engagement @
- 2018 -now Founder and AI Analyst @ Roche Invest AI, LLC
- 2013 -2024 Managing Director @ Little Harbor Advisors, LLC
- 1993 -2014 Managing Director @ Roche Securities Sales
Rick Roche Education
- University of Dayton
Bachelor of Arts (B.A.) (History)
- Holy Spirit High School, Absecon, NJ
Rick Roche Skills
- Microsoft Office
- Portfolio Management
- Machine Learning
- Marketing
- Project Management
- Alternative Investments
- Wholesale Distribution
- Investments
- Asset Management
- Microsoft Word
- Strategy
- Microsoft Excel
- Customer Service
- Leadership
Rick Roche Summary
- Rick Roche, based in Marblehead, MA, US, is currently a Director of Client Engagement at Wealth Effects . Rick Roche brings experience from previous roles at Roche Invest AI, LLC, Little Harbor Advisors, LLC and Roche Securities Sales. Rick Roche holds a Bachelor of Arts (B.A.) in History @ University of Dayton. With a robust skill set that includes Microsoft Office, Portfolio Management, Machine Learning, Marketing, Project Management and more. Rick Roche has 2 emails and 2 mobile phone numbers on RocketReach.
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