Rocco started his financial services career in 1999 working as a Client Services Support member with Standard and Poor’s ComStock. Over the past decade his career has spanned project, account, and client services management. Rocco’s success in Strategic Planning, Business Analysis and Development, Portfolio Management, and Financial Analysis is rooted in his focus on exceptional customer support. Rocco firmly believes in the application of needs analysis. Knowing his clients and completely understanding their unique circumstances and objectives is the core of his philosophy.Rocco graduated from Iona College in New Rochelle, NY with a B.S. in Business with a minor in Finance. Continuing his concentration on personal finance Rocco obtained a Professional Certificate in Portfolio Management from the New York Institute of Finance.