Steve Kochis Email & Phone Number
Strategic Retirement Solutions @ Commonwealth Financial Network
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Steve Kochis Location
- Waltham, MA, US
Steve Kochis Work
- Strategic Retirement Solutions @ (May 2021 - Present)
- Operations Manager, Retirement Consulting Services @ (September 2014 - Present)
- Retirement Operations Manager @ (January 2006 - Present)
- Manager, Retirement Consulting Services @ (January 2016 - April 2023)
- Retirement Operations Specialist @ (January 2003 - September 2006)
- Transfer of Asset Analyst @ (January 2003 - June 2004)
Steve Kochis Education
- University of Massachusetts Amherst 1998-2002
Steve Kochis Skills
- Uniform Combined State Law
- Series 63
- Financial Advisory
- Management
- Program Management
- Retirement
- 401k
- Series 24
- Series 66
- Financial Services
- Series 7
- Retirement Planning
- Sales
- Mutual Funds
- Uniform Combined State
Steve Kochis Summary
- Steve Kochis, based in Waltham, MA, US, is currently a Strategic Retirement Solutions at Commonwealth Financial Network. Steve Kochis brings experience from previous roles at Commonwealth Financial Network. Steve Kochis holds a 1998 - 2002 University of Massachusetts Amherst. With a robust skill set that includes Uniform Combined State Law, Series 63, Financial Advisory, Management, Program Management and more. Steve Kochis has 1 emails and 1 mobile phone numbers on RocketReach.
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