HY
Henry Yoshida
Co-founder Rocket Dollar, a WAO Fintech company
Austin, Texas
Invests in
Skills
401k
Retirement Plan Consulting
Retirement
Start-ups
Retirement Planning
Investments
Entrepreneurship
Business Strategy
Financial Advisory
Investment Management
Finance
401(k) Retirement Savings Plans
Financial Services
Asset Management
Business Planning
Management
Strategic Partnerships
Defined Contribution
Employee Benefits
Education
Lists including Henry
Investments
Work Experience
2024
Sr. VP
2024
2018
Co-Founder
2018
Rocket Dollar, a WAO Fintech company, makes it easy to unlock retirement savings to invest in private and alternative assets. For more information, visit www.rocketdollar.com
2014 - 2017
Founder [Acquired by Goldman Sachs NYSE: GS]
2014 - 2017
2010 - 2014
Founder [Acquired by CAPTRUST]
2010 - 2014
Founder and Principal of SEC Registered RIA with $2.5 Billion in AUM for mid to large market plan sponsor clients. 2014 finalist: ASPPA/NAPA 401(k) Leadership Award, 2012 and 2013: finalist for PLANSPONSOR Magazine’s Retirement Plan Adviser of the Year, 2010 and 2011: Top 10 Most Influential in the Defined Contribution Industry for Investment Wire.
2000 - 2010
Vice President
2000 - 2010
1998 - 1998
Intern
1998 - 1998