Jeff Rock, Cfa Email & Phone Number

Dallas, Texas, United States

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Offered investment advice and financial solutions to clients in a call center environment.

Plano, Texas

Responsible for providing financial planning and investment management solutions to the retail market place.

Plano, Texas

Responsible for providing financial planning and investment management solutions to the retail market place.

Administered and managed US defined benefit and defined contribution retirement plans (contractor position).

Performed as a team portfolio manager on a growing number of client accounts.Assisted other managers in the implementation and monitoring of investment portfolios.

Plano, Texas

Strategically redesigned a $3 billion domestic 401(k) plan and implemented a new unitized investment platform increasing employee participation by 20 percent.Achieved top quartile growth in a $4 billion domestic defined benefit plan for 5 and 10-year periods due to superior manager selection and a aggressive asset allocation policy.Successfully managed a $250 million insurance portfolio for over five years.Implemented and managed a $1.5 billion fixed income investment program with six relationship banks. Program value added exceeded the composite benchmark by 134 basis points.Developed critical investment policy and principles statements for our domestic defined benefit and 401(k) retirement plans.Authored key plan documents such as a 401(k) plan prospectus, standard plan documents, investment fund fact sheets, employee handbooks and participant communications.