Jacob Rocchi
Regional Director
- Role
- Regional Director at Eaton Vance
- Location
- Hoboken, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jacob Rocchi
Wholesaler partnering with advisors in New Jersey. I am committed to delivering an…
Experience
Regional Director
Apr 2022 — Present · Seattle, WA, US
Education
The George Washington University
BBA, Finance
2007 — 2011
The George Washington University School of Business
Bachelor of Business Administration, Finance/ Marketing
2007 — 2011
Skills
- Microsoft Office
- Microsoft Powerpoint
- Word
- Buy-Sell Agreements
- Research
- 401(K) Rollovers
- Microsoft Excel
- Retirement
- Multi-Generational Wealth Transfer
- Leadership
- Education Funding Strategies
- Retirement Planning
- Life Insurance
- Finance
- Financial Services
- Mutual Funds
- Social Media
- Investments
- Microsoft Word
- Charitable Giving
- Long-Term Care Insurance
- Wealth Transfer Strategies
- Financial Analysis
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