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Nicholas Larocco Email & Phone Number

Client Service Assoiciate at Edelman Financial Engines at Edelman Financial Engines
Location: Penfield, New York, United States 8 work roles 2 schools
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Current company
Edelman Financial Engines
Role
Client Service Assoiciate at Edelman Financial Engines
Location
Penfield, New York, United States
Company size
1029 employees

Who is Nicholas Larocco? Overview

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Quick answer

Nicholas Larocco is listed as Client Service Assoiciate at Edelman Financial Engines at Edelman Financial Engines, a company with 1029 employees, based in Penfield, New York, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Larocco.

Nicholas Larocco previously worked as Client Service Associate at Edelman Financial Engines and Shipping Specialist at Target. Nicholas Larocco holds Bachelor'S Degree, Finance And Financial Management Services from John Carroll University.

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Edelman Financial Engines

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Profile bio

About Nicholas Larocco

Results-driven Financial Planning and Wealth Management student at John Carroll University, set to graduate in May 2024. Seeking opportunities in the financial services industry, particularly in the Registered Investment Advisor (RIA) sector. Dedicated to professional growth and demonstrating a strong passion for the field. Possesses hands-on experience as an RIA Intern at Charles Schwab, conducting research, assisting clients, and collaborating with cross-functional teams. Additionally, completed internships at Eton Financial, Cedarbrook Financial Group, and Commonwealth Financial Group, gaining practical experience in investment recommendations, operations analysis, and client onboarding. Proven ability to analyze financial data, provide strategic recommendations, and support decision-making processes. Committed to continuous learning, currently pursuing the Certified Financial Planner designation (November 2024), and currently holding the Securities Industry Essentials Certificate. Proficient in Microsoft Suite and familiar with MoneyGuide Pro. A proactive team player with strong interpersonal skills, seeking to contribute to a dynamic and reputable financial firm.

Current workplace

Nicholas Larocco's current company

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Edelman Financial Engines
Edelman Financial Engines
Client Service Assoiciate at Edelman Financial Engines
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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8 roles

Nicholas Larocco work experience

A career timeline built from the work history available for this profile.

Shipping Specialist

Target

Cleveland, Ohio, United States

Sep 2020 - Dec 2023

Registered Independent Advisor Intern

Charles Schwab

Westlake, Texas

  • Collaborated with fellow interns and team members to complete projects, sharing ideas and insights to assist management
  • Conducted various research assignments in partnership with Charles Schwab's Strategy and Analytics team
  • Interacted with and provided support to various teams across Schwab Advisor Services, gaining valuable corporate work experience
  • Received training in trade support, client service, portfolio construction, and financial advising throughout the internship
Jun 2023 - Aug 2023

Wealth Planning Intern

Eton Financial

Cleveland, Ohio, United States

  • Conduct research and analyze financial data to inform investment recommendations
  • Participate actively in client meetings, contributing to discussions on financial goals and risk tolerance
  • Contribute to process improvement initiatives within the financial planning team
Jan 2023 - Jun 2023

Jcu: Business Office Student Worker

John Carroll University

Cleveland, Ohio, United States

  • Assist with data entry, coding, and discrepancy resolution, ensuring accurate financial records
  • Provide support to the Budget Office in budgeting and financial planning activities
  • Successfully completed special projects for the Controller's Office
Jan 2023 - Jun 2023

Metrics Analyst Intern

Cedar Brook Group

Cleveland, Ohio, United States

  • Gathered key performance indicators (KPIs) of the company and organized data using Excel
  • Developed and utilized spreadsheets, databases, and other computer applications
  • Demonstrated advanced-level skills in operations performance analysis
Jun 2022 - Aug 2022

Wealth Planning Intern

Commonwealth Financial Group

Webster, New York, United States

  • Conducted case analysis, examining financial factors and providing strategic recommendations
  • Prepared client reviews, ensuring compliance with regulatory standards
  • Generated and analyzed reports to support decision-making processes
  • Successfully opened new accounts using phone and computer systems, ensuring efficient onboarding
May 2021 - Sep 2021
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

KP Kenneth Parow, Crpc® Kenneth Parow, Crpc® Colleague at Edelman Financial Engines Clifton Park, New York, United States, United States View → JH Jim Halloran, Crpc Jim Halloran, Crpc Colleague at Edelman Financial Engines Phoenix, Arizona, United States, United States View → SP Shalini Patnaik Shalini Patnaik Colleague at Edelman Financial Engines Washington DC-Baltimore Area, United States View → SM Susan Murray Cronin Susan Murray Cronin Colleague at Edelman Financial Engines Boston, Massachusetts, United States, United States View → JS Jangya Satapathy Jangya Satapathy Colleague at Edelman Financial Engines Bengaluru, Karnataka, India, India View → MH Mark Higginbotham Mark Higginbotham Colleague at Edelman Financial Engines Wickenburg, Arizona, United States, United States View → EH Ed Hungler, Cfp ® Ed Hungler, Cfp ® Colleague at Edelman Financial Engines Chicago, Illinois, United States, United States View → AC Alvin Crosby Jr, Cfp®, Crpc® Alvin Crosby Jr, Cfp®, Crpc® Colleague at Edelman Financial Engines Sterling Heights, Michigan, United States, United States View → SP Satyam Pal Satyam Pal Colleague at Edelman Financial Engines India, India View → ST Sara Tague Sara Tague Colleague at Edelman Financial Engines Grand Rapids Metropolitan Area, United States View →
2 education records

Nicholas Larocco education

FAQ

Frequently asked questions about Nicholas Larocco

Quick answers generated from the profile data available on this page.

What company does Nicholas Larocco work for?

Nicholas Larocco works for Edelman Financial Engines.

What is Nicholas Larocco's role at Edelman Financial Engines?

Nicholas Larocco is listed as Client Service Assoiciate at Edelman Financial Engines at Edelman Financial Engines.

Where is Nicholas Larocco based?

Nicholas Larocco is based in Penfield, New York, United States while working with Edelman Financial Engines.

What companies has Nicholas Larocco worked for?

Nicholas Larocco has worked for Edelman Financial Engines, Target, Charles Schwab, Eton Financial, and John Carroll University.

Who are Nicholas Larocco's colleagues at Edelman Financial Engines?

Nicholas Larocco's colleagues at Edelman Financial Engines include Kenneth Parow, Crpc®, Jim Halloran, Crpc, Shalini Patnaik, Susan Murray Cronin, and Jangya Satapathy.

How can I contact Nicholas Larocco?

You can use AeroLeads to view verified contact signals for Nicholas Larocco at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Larocco attend?

Nicholas Larocco holds Bachelor'S Degree, Finance And Financial Management Services from John Carroll University.

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