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Bryan Rodriguez Location
Miami, FL, US
Bryan Rodriguez Work
Financial Advisor @ (July 2023 - Present)
Investment Consultant @ (March 2023 - May 2023)
Associate @ (October 2020 - March 2023)
Financial Advisor @ (September 2019 - October 2020)
Financial Representative @ (November 2018 - September 2019)
Private Equity Analyst Intern @ (January 2018 - May 2018)
Investment Banking Summer Analyst @ (June 2017 - August 2017)
Corporate Banking Summer Analyst @ (May 2016 - August 2016)
SEO EDGE IB Career Program Particpant @ (May 2016 - August 2016)
Mail Room Clerk @ (February 2015 - May 2016)
Bryan Rodriguez Education
Wake Forest University
Finance
2014-2018
Belen Jesuit Preparatory School 2008-2014
Universitat Autònoma de Barcelona
Study Abroad (Spring of 2017)
Bryan Rodriguez Skills
Access
Accounting
Customer Service
Due Dilligence
Financial & Operational Modeling
Financial Advisory
Financial Analysis
Financial Consulting
Financial Modeling
High-Net-Worth Individuals (HNWI)
Independent Financial Advice
Investment Advisory Services
Investment Management
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Public Speaking
QuickBooks
Research
Spanish
Time Management
Bryan Rodriguez Summary
Bryan Rodriguez, based in Miami, FL, US, is currently a Financial Advisor at Corebridge Financial. Bryan Rodriguez brings experience from previous roles at Charles Schwab, Bank of America Merrill Lynch, AIG Retirement Services and AXA. Bryan Rodriguez holds a 2014 - 2018 Finance @ Wake Forest University. With a robust skill set that includes Access, Accounting, Customer Service, Due Dilligence, Financial & Operational Modeling and more. Bryan Rodriguez has 1 emails and 1 mobile phone numbers on RocketReach.
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