Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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Vincent Della Rocca

Chief Financial Officer

Email

[email protected]

Phone

Office: 480-300-4900

Social

LinkedIn

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Biography

Vincent brings more than 30 years of experience as an investor and executive in finance and financial services to his role as iJoin’s CFO. In this capacity, he leverages his experience in guiding companies through periods of critical transition to fuel and sustain growth.

In the DC/401k space, Vincent was an early-stage investor of Aspire Financial Services, an open-architecture recordkeeper, joining as CFO during a period of growth and capital raising and serving later as a member of the Board of Directors. After the company was sold, Vincent helped Corestream, a voluntary benefits platform, prepare for a financing round before becoming COO of Expand Financial, a 401k fiduciary advisor and technology company.

For ten years, Vincent has been on the board of not-for-profit Pathfinder Outdoor Education (POE) and, for the last three years, has represented POE in the redevelopment of the St. Petersburg, FL Science Center.