Nicole Larocca
Director Of Client Services at Legacy of Life Foundation | Glenside, Pennsylvania, United States
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Director Of Client Services at Legacy of Life Foundation in February 2022 to Present
Manager, Client Service at Beacon Pointe in December 2018 to March 2022
Senior Associate, Client Service at Beacon Pointe in June 2017 to December 2018
Client Service Associate at Meridian Wealth Partners in April 2016 to May 2017
Regional Sales Representative (IL, IN, NE) at RS Investments in April 2015 to April 2016
Internal Wholesaler at Hanlon Investment Management, Inc. in March 2011 to April 2015
Service Center Specialist at Hanlon Investment Management, Inc. in December 2010 to March 2011
Client Service Associate at Hanlon Investment Management, Inc. in September 2009 to December 2010
Marketing Intern at Comcast-Spectacor in September 2006 to May 2007
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Planning Software
Expense Reports
Calendaring
Investment Advisory Services
Portfolio Management
Analytical Skills
Quarterly Reporting
Management
Operations Management
Salesforce
Strategic Planning
Data Analysis
Team Management
Mutual Funds
Sales
Marketing
Customer Service
Microsoft Office
Asset Management
Microsoft CRM
Qualified Retirement Plans
Microsoft Excel
Outlook
Event Planning
Microsoft Word
Proposal Generation
Logistics
Financial Planning
Financial Analysis
Series 63
Asset Allocation
Financial Services
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Discover more about Legacy of Life FoundationWhat is Nicole Larocca email address?
Email Nicole Larocca at [email protected] and [email protected]. This email is the most updated Nicole Larocca email found in 2026.
What is Nicole Larocca phone number?
Nicole Larocca phone number is +17204295761 and +16092267716.
How to contact Nicole Larocca?
To contact Nicole Larocca send an email to [email protected] or [email protected]. If you want to call Nicole Larocca try calling on +17204295761 and +16092267716. (updated on August 25, 2024)
What is Nicole Larocca net worth?
Nicole Larocca has an estimated net worth of $750,000 to $999,999
What company does Nicole Larocca work for?
Nicole Larocca works for Legacy of Life Foundation
What is Nicole Larocca's role at Legacy of Life Foundation?
Nicole Larocca is Director Of Client Services
What industry does Nicole Larocca work in?
Nicole Larocca works in the Non-Profit Organizations industry.
Nicole Larocca Email Addresses
Nicole Larocca Phone Numbers
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