Roger Rocha Email & Phone Number
Managing Director @ World Investment Advisors (formerly Pensionmark)
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Roger Rocha Location
- Glendale, CA, US
Roger Rocha Work
- Managing Director @ (June 2018 - Present)
- Managing Director @ (May 2018 - Present)
- Vice President @ Imprimis Financial (August 2016 - January 2018)
- Regional Vice President @ (November 2012 - July 2016)
- Regional VP, Retirement Plan Services @ John Hancock Retirement Plan Services (October 2005 - April 2012)
- Corporate Markets Internal Wholesaler @ ING Financial Advisers, LLC (January 2002 - October 2005)
- Regional Account Manager @ Great West Life Retirement Plan Services (January 1998 - January 2002)
- Investor Services Manager @ (January 1994 - January 1998)
Roger Rocha Education
- California State University, Los Angeles
BS Business Administration/Finance (Finance and Financial Management Services)
1993-1993
Roger Rocha Skills
- Retirement Plan Consulting
- Retirement Planning
- Leadership
- Business Strategy
- Series 63
- Management
- Microsoft Word
- Fiduciary
- Investments
- Sales Management
- Fixed Annuities
- Pensions
- Retirement
- 401k
- Investment Advisory
- Insurance
- Account Management
- Series 7
- Wealth Management
- Mutual Funds
Roger Rocha Summary
- Roger Rocha, based in Glendale, CA, US, is currently a Managing Director at World Investment Advisors (formerly Pensionmark). Roger Rocha brings experience from previous roles at World Investment Advisors (formerly Pensionmark), Imprimis Financial, Voya Financial and John Hancock Retirement Plan Services. Roger Rocha holds a 1993 - 1993 BS Business Administration/Finance in Finance and Financial Management Services @ California State University, Los Angeles. With a robust skill set that includes Retirement Plan Consulting, Retirement Planning, Leadership, Business Strategy, Series 63 and more. Roger Rocha has 2 emails and 2 mobile phone numbers on RocketReach.
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Top World Investment Advisors (formerly Pensionmark) Employees
Edward Walters
President
Philadelphia, PA, US
Rob Appleman
Vice President, Client Services
United States
Roger Rocha
Managing Director
Glendale, CA, US
Bruce Tobin
Managing Director
Boston, MA, US
Sean O'Flaherty
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Daniel Shapiro
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Pete Ravani
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Jennifer Tanck
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Florida, United States
Kristen Deevy
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Thomas Ming
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Jeffrey Sheftic
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Robert Gibson
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Chad Kolinsky
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Mark Scalera
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Robert Scherzer
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