Gerard Rocchi

Gerard Rocchi

Developing and guiding our Field Leadership Team and our Financial Professionals to maximize the opportunity with the New York Life

Role
Senior Vice President - Northeast Zone at New York Life
Location
New York, NY, US
LinkedIn followers
500 followers

About Gerard Rocchi

Having had the opportunity to work with many top financial professionals throughout my entire 30+ year career, I believe that what our Field Leaders and Financial Professionals do is an extremely “noble profession”. My passion is provide guidance and advice to the men and women who act as our Brand Ambassadors everyday throughout their communities. Mentoring our field force and creating a culture of success is what inspires me! Becoming a New York Life Financial Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. If you are interested in becoming a financial services professional, please contact me at: g••••••••@newyorklife.com.New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Experience

  1. Senior Vice President - Northeast Zone

    New York Life

    Mar 2023 — Present

    Working closely with the Financial Services Professionals in the Northeast Zone

Education

  • State University of New York at Oswego

    BS, Public Justice, Forensic Science

    1981 — 1986

  • Western New England University School of Law

    JD, Law

    1986 — 1990

Skills

  • Leadership
  • Securities
  • Financial Advisory
  • Series 7
  • Retirement
  • Strategic Financial Planning
  • Investments
  • Financial Services
  • Insurance
  • Wealth Management
  • Series 63
  • Investment Advisory
  • Asset Allocation
  • Mutual Funds
  • Retirement Planning

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