Why haven't I heard of self-directed retirement vehicles and their ability to invest in alternatives?
Common Self-Directed Retirement Account Questions
Our recent survey shows that 75% of respondents want us to run a webinar about the most common Self-Directed questions. And we listened. Register to watch the recording of the webinar below.Watch on-demand
Rocket Dollar's COO answers the most common questions about Self-Directed retirement accounts:
Meet the host
COO & CRO
Chris Palmisano is Chief Operating Officer/Chief Revenue Officer and Board Member at Rocket Dollar. He has held leadership roles in sales, marketing, business development, and operations at Khorus Software, SolarWinds, and Google. He is a mentor at startup accelerators, a guest lecturer at business schools, an angel investor, Founding Venture Partner at NextGen Venture Partners, and an advisor to CEOs. Chris is a former Marine Corps officer and lives in Austin, Texas. He holds an MBA, Beta Gamma Sigma, from the University of North Carolina’s Kenan-Flagler Business School, an MS from Boston University, a BS from Rochester Institute of Technology, and a US patent in mobile computing.
Business & Sales Operations Manager
Brendan Walsh is a fintech entrepreneur and Wisconsin-Madison graduate, coming from the financial advising and the retirement industry in Chicago. Before joining Rocket Dollar, He consulted various fintech, crypto, and blockchain startups growing throughout his home city. He is also the first to relocate from outside Austin to join the growing Rocket Dollar home office.
He specializes in sales and customer service automation, operations, and partnership management. Brendan has a talent for recognizing opportunities in new markets and creating efficiencies to accelerate the speed of a fintech organization. Using his experience as a financial planner and a 401(k) advisor, Brendan also manages the ever-expanding customer knowledge base for Rocket Dollar.
Brendan can usually be found enjoying the live music scene of Austin, local tech events, biking outdoors, as well as sailing on Lake Travis and around the world.
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