Jacob Rocchi Email & Phone Number

Seattle, Washington, United States

As the Regional Director for Eaton Vance, I work on the Edward Jones Dedicated Wholesaling team. I partner with Edward Jones advisors in WA, CA, OR, ID, AK, MT & WY. I am committed to delivering an in-depth consultative process to the advisors that I’m able to partner with. I work to bring value to my advisors through out the Pacific Northwest by providing Advanced Investment expertise while helping advisors grow their practice by cultivating more meaningful client connections. Areas of consistent focus in my role with advisors center upon Responsible and Sustainable Investing (ESG), High-Net-Worth Solutions, Taxable and Non-taxable Fixed Income Investing, High Conviction Equity Investing and Practice Management Consulting. As a member of Eaton Vance distribution I represent our full suite of offerings from our affiliate firms - Calvert Research & Management, Atlanta Capital Management, Parametric Portfolio Associates and Morgan Stanley Investment Management.

Boston, Massachusetts

Washington D.C. Metro Area

• Develop new business opportunities and maintain relationships with 200+ clients spanning nine states • Generated over $20M in life insurance face amount within inforce client base• Provide knowledgeable financial guidance to high-net-worth clients and business owners by applying such solutions as split dollar arrangements, key man insurance, long term care and corporate executive variable universal life insurance• Selected to be the sole official life insurance/financial services advisor for the Western Massachusetts branches of AAA Insurance Company and their 2,000+ members• Sponsored, hosted, and delivered various financial planning seminars to groups of up to 55 attendees with a prospect to sales ratio of approximately 30%• Collaborated with three of the top 50 advisors in the Country to provide case development and facilitate a joint-selling model • Developed creative sales materials such as a “One Page Financial Questionnaire” and “A Fundamental Financial Blueprint” to facilitate the sales process• Helped Company improve appeal to young professional consumers nationwide by contributing to focus groups *Registered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency, 360 Bloomfield Ave Windsor, CT 06095

Washington D.C. Metro Area

I am an Agent licensed to sell insurance through New York Life Insurance Company.

Greater New York City Area

• Assisted key clients in making relevant portfolio decisions by using the company’s robust planning tools to model and forecast benefit options• Co- analyzed competition to determine optimal product placement in company’s portfolio• Championed the revision of the company’s plan information management process to enhance efficiency and reduce redundancies

Washington D.C. Metro Area

• Conducted data entry into a proprietary database to track employee political connections• Tracked progress and assessed pending US Free Trade Agreements from South Korea, Panama, and Colombia • Provide ad hoc support to team of experts charged with developing and implementing strategies for achieving legislative and regulatory outcomes deemed favorable to the interests of New York Life and its policyholders• Selected to attend United States and India Business Council Synergies Summit to gain additional exposure and understanding of governmental issues pertaining to business opportunities

Washington, Dc/ Connecticut

Assited in the opening of two of the companies stores in April and May 2008Helped to manage inventory control systemWon multiple sales contests

Bba, Finance

Bachelor Of Business Administration, Finance/ Marketing

Education record