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Jacob Rocchi
Regional Director @Eaton Vance
Hoboken, NJ, US
EMAILS
j••••••@eatonvance.com
MOBILE NUMBERS
+12•••••••90
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WORK HISTORY
Apr 2022 — Present
Regional Director @Eaton Vance
Seattle, WA, US
EDUCATION
2007 — 2011
The George Washington University
BBA, Finance
2007 — 2011
The George Washington University School of Business
Bachelor of Business Administration, Finance/ Marketing
SKILLS
Microsoft OfficeMicrosoft PowerpointWordBuy-Sell AgreementsResearch401(K) RolloversMicrosoft ExcelRetirementMulti-Generational Wealth TransferLeadershipEducation Funding StrategiesRetirement PlanningLife InsuranceFinanceFinancial ServicesMutual FundsSocial MediaInvestmentsMicrosoft WordCharitable GivingLong-Term Care InsuranceWealth Transfer StrategiesFinancial Analysis
ABOUT JACOB ROCCHI
Wholesaler partnering with advisors in New Jersey. I am committed to delivering an…
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