Rocco & Associates adds associate

Rocco & Associates Wealth Management has named Elizabeth Ward as its new finance and marketing operations associate.

The operations associate position offers a blend of traditional financial services operations with a strong business development tie in. It combines the tradition of the finance industry with the culture of a startup.

“We are very excited to announce the addition of Liz to our team.  Our search was highly competitive and we met with a lot of talented and qualified candidates,” said Charles W. Rocco, vice president of strategic development. “Liz has a unique mix of client service and technical skills that allowed her to differentiate herself. Not only does she bring experience within the finance industry, but has also worked extensively in business consulting, digital media and marketing.

Ward will be responsible for running the firm’s trading operations as well as maintaining the CRM system and developing new processes to increase efficiency and client service. She will also help to grow the budding online marketing, advertising, and social media initiatives to expand client base and brand awareness.

“It was while working in buy-side finance that Liz discovered a innate ability to bridge communications among co-workers and business associates, and to streamline operations, another skill we feel will be a incredible resource for our entire team,” said Joseph W. Rocco, Jr., founder and president of the firm.

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