Adrian Rodgers Email & Phone Number
Quality Assurance Manager @ Chicanos Por La Causa, Inc. (CPLC)
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Adrian Rodgers Location
- Scottsdale, AZ, US
Adrian Rodgers Work
- Quality Assurance Manager @ (September 2026 - Present)
- Quality Improvement Specialist @ (April 2023 - August 2026)
- Quality Management Specialist @ (September 2022 - March 2023)
- Intake Coordinator @ (August 2021 - September 2022)
- Collections Specialist @ (June 2020 - July 2021)
- Private Client Banker @ (June 2019 - November 2019)
- Wealth Management Associate @ (July 2013 - May 2019)
- Junior Financial Advisor @ (March 2012 - July 2013)
- Graduate Student Research Assistant @ (June 2007 - May 2010)
- Corporate Finance Analyst @ (June 2008 - August 2008)
- Director Of Marketing And Development @ (July 2010 - February 2012)
Adrian Rodgers Education
- W. P. Carey School of Business – Arizona State University
B.S. (Finance)
2006-2010 - Gilbert High School 2002-2006
Adrian Rodgers Skills
- Leadership
- Investment Strategies
- Bond Markets
- Equity Derivatives
- Wealth Preservation Planning
- Customer Service
- Equity Trading
- Public Speaking
- Financial Analysis
- Microsoft Excel
- Finance
- Investments
- Microsoft Office
- Time Management
- Wealth Management
- Client Services
- High Net Worth Individuals
- Customer Relationship Management
- Investment Management
- Portfolio Management
- Asset Management
- Asset Allocation
- Financial Services
- Onboarding
- Records Management
- Client Relations
- Client Development
- Communication
- Cold Calling
- Relationship Building
- Team Leadership
- Portfolio Optimization
- Portfolio Performance Analysis
- Investment Portfolios
- Portfolio Assessment
- Global Client Management
- High Level Networking
- Rebalancing
- Managing Accounts
- Records Retention Management
- Client Correspondence
- Warm Calling
- Relationship Development
- Business Relationship Building
- Banking Relationships
- Client Accounts
- Municipal Bonds
- Series 7
- Series 63
Adrian Rodgers Summary
- Adrian Rodgers, based in Scottsdale, AZ, US, is currently a Quality Assurance Manager at Chicanos Por La Causa, Inc. (CPLC). Adrian Rodgers brings experience from previous roles at Chicanos Por La Causa, Inc. (CPLC), Community Medical Services and American Express. Adrian Rodgers holds a 2006 - 2010 B.S. in Finance @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Leadership, Investment Strategies, Bond Markets, Equity Derivatives, Wealth Preservation Planning and more. Adrian Rodgers has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Chicanos Por La Causa, Inc. (CPLC) Employees
John Ramirez
Vice President, Economic Development
Phoenix, AZ, US
Karen Armknecht
Vice President, Research and Evaluation
Scottsdale, AZ, US
Marcos A. Tapia
Executive Vice President, General Counsel
Phoenix, AZ, US
Joseph Garcia
Vice President Of Public Policy
Gilbert, AZ, US
Domingo Rodriguez
Exec VP
Phoenix, AZ, US
Alicia Nunez
President and CEO
Phoenix, AZ, US
Jan Perry
Advocacy Director
Los Angeles, CA, US
Cathy Keppel
Director of Events and Special Projects
Mesa, AZ, US
John Ramirez
Vice President
Phoenix, AZ, US
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