Steve Roko

President of Praxis Distribution Partners

Role: President & COO at Praxis Distribution Partners
Location: Newport Beach, CA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

President & COO
Praxis Distribution Partners
Jan 2016 — Present · Newport Beach, CA, US
President of Praxis Distribution Partners and co founder with extensive experience in financial services distribution. For the last 10 years, I’ve built and scaled national distribution channels, overseen internal sales desks and call center operations, and developed outcome driven infrastructure focused on measurable growth. Most recently leading the evolution of tech enabled outsourced distribution solutions for asset and wealth management firms.

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Current company

Praxis Distribution Partners

Financial Services · 19 employees · Founded 2016 · Plymouth, Massachusetts, United States

Praxis Distribution Partners is your premier partner for outsourced internal wholesaling, wholesaler scheduling, and distribution support. Praxis Distribution Partners brings together one of the most experienced internal wholesaling teams in the industry. Our leadership group — Bill Dwyer, Charlie Shaffer, Pat Miller, and founding partner Steve Rokoszewski — has more than 100 years of combined distribution, product, and sales leadership experience across top wealth and asset management firms. Our calling and scheduling teams have supported some of the industry’s strongest advisor outreach programs. Many of our professionals have been with us for nearly a decade, bringing deep relationships, real distribution expertise, and consistent results to every engagement. PDP was built to meet the needs of wholesalers and distributors in a more professional, scalable, and technology-enabled way. We combine seasoned distribution talent with a data-driven, technology-backed operating model that improves targeting, increases productivity, and drives better outcomes across every territory. Whether your strategy focuses on RIAs, Independent Broker Dealers, Family Offices, or Wirehouses, PDP has done it. Our team has supported both traditional and alternative products across every major asset class, giving us the reps and insight today’s distribution model demands. With a modern tech stack, proven outreach programs, and a team built for scale, Praxis Distribution Partners is the engine behind stronger meetings, better advisor engagement, and more efficient territory development. Let Praxis Distribution Partners accelerate your distribution strategy and build a more predictable, productive path to growth.

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Experience

President & COO

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