Kyle La Rocca
About Kyle La Rocca
Kyle La Rocca is a New Client Development Representative at TD Ameritrade and an Associate Portfolio Advisor at Quantum Wealth Management.
Current Role at Quantum Wealth Management
Kyle La Rocca is currently serving as an Associate Portfolio Advisor at Quantum Wealth Management. He began his tenure at the firm in 2020. In this role, he is likely involved in managing client portfolios, providing investment advice, and assisting in the development of financial strategies.
Role at TD Ameritrade
Since 2018, Kyle La Rocca has been working as a New Client Development Representative at TD Ameritrade in Saint Louis, Missouri. As part of his responsibilities, he focuses on acquiring new clients and helping them understand and utilize the financial services offered by the company.
Previous Experience at TD Ameritrade
Prior to his current role, Kyle worked at TD Ameritrade as a Financial Services Representative from 2017 to 2018. In this position, he was responsible for addressing customer inquiries, providing financial advice, and ensuring client satisfaction.
Early Career and Education
Kyle La Rocca began his professional journey working in various roles, including as an Assistant Receiving Associate at The Home Depot from 2014 to 2015 and a Packer/Inspector at Nypro, a Jabil Company, from 2012 to 2014. He gained experience in customer service as a Bartender/Waiter at Chili's from 2015 to 2017 in Columbia, Missouri Area.
Academic Background
Kyle La Rocca completed his education at the University of Missouri, where he studied Personal Financial Planning from 2012 to 2016. He also attended Grayslake North High School from 2008 to 2012.