Bio
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Topline AI
Wes Rock is a seasoned investment professional with 12 years of experience in portfolio management, alternative investments, and equities. He holds a Master's degree in Finance & Marketing from the University of Oregon and a Bachelor's degree from Colorado State University. Wes is a Registered Representative of The Leaders Group, Inc. and has certifications in Series 7 and Series 63.
Credentials
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Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC
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Experience
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INTECH Investment Management, LLC
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Home Office
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Managing Director, Portfolio Management Group
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Jul 2008 - Jun 2016
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Home Office
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Vice President, Client Relations
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Oct 1995 - Jun 2008
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Education
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Colorado State University
Bachelor’s Degree -
University of Oregon Lundquist College of Business
Master of Business Administration (M.B.A.), Finance & Marketing
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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References
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