2011 -now Financial Services Professional @ NYLIFE Securities LLC
2010 -now Agent @ New York Life Insurance Company
2000 -2009 General Manager @ Rochester Athletic Club
Rocco Leone Education
SUNY Cortland
Bachelor's degree (Health and Physical Education/Fitness)
1988-1993
Rocco Leone Skills
Retirement
Retirement Planning
Investments
Finance
Securities
Mutual Funds
Asset Allocation
401k
IRAs
Variable Annuities
Wealth Accumulation
Insurance
Fixed Annuities
Life Insurance
Term Life Insurance
Whole Life
College Savings Plans
Long Term Care Insurance
Long-term Care
Disability Insurance
Employee Benefits
Health Insurance
Series 6
Series 63
401k Rollovers
Estate Planning
Financial Services
Key Person Protection
Account Management
401(k) Rollovers
Asset Protection
Long-Term Care Insurance
Education Funding Strategies
Whole Life Insurance
Wealth Preservation Planning
Wealth Management
Financial Planning
Long Term Care
401 Rollovers
Rocco Leone Summary
Rocco Leone, based in Rochester, NY, US, is currently a Partner at Crystal Clear Financial Group, LLC.. Rocco Leone brings experience from previous roles at NYLIFE Securities LLC, New York Life Insurance Company and Rochester Athletic Club. Rocco Leone holds a 1988 - 1993 Bachelor's degree in Health and Physical Education/Fitness @ SUNY Cortland. With a robust skill set that includes Retirement, Retirement Planning, Investments, Finance, Securities and more. Rocco Leone has 2 emails and 2 mobile phone numbers on RocketReach.
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