Roger Rocha Email & Phone Number
Managing Director @ World Investment Advisors (formerly Pensionmark)
5 free lookup(s).
Roger Rocha Location
- Glendale, CA, US
Roger Rocha Work
- 2018 - now Managing Director @
- 2018 - now Managing Director @
- 2016 - 2018 Vice President @ Imprimis Financial
- 2012 - 2016 Regional Vice President @
- 2005 - 2012 Regional VP, Retirement Plan Services @ John Hancock Retirement Plan Services
- 2002 - 2005 Corporate Markets Internal Wholesaler @ ING Financial Advisers, LLC
- 1998 - 2002 Regional Account Manager @ Great West Life Retirement Plan Services
- 1994 - 1998 Investor Services Manager @
Roger Rocha Education
- California State University-Los Angeles
BS Business Administration/Finance (Small Business Administration/Management)
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 Pensionmark Financial Group, Imprimis Financial, Voya Financial and John Hancock Retirement Plan Services. Roger Rocha holds a 1993 - 1993 BS Business Administration/Finance in Small Business Administration/Management @ 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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