Cortnie Lomas Rodriguez Email & Phone Number
Partner and Senior Vice President @ QuadCap Wealth Management, LLC
Cortnie Lomas Rodriguez's Location
Dallas, TX, US
Cortnie Lomas Rodriguez's Work
- Partner and Senior Vice President @ QuadCap Wealth Management, LLC
- Para Planner @ FFEC Wealth Partners
- Teller Supervisor @ Bank of America
- Volunteer Income Tax Assistance @ Volunteer - Tax Preparation
Cortnie Lomas Rodriguez's Education
- Texas Tech University
Bachelor of Science (B.S.) (Personal Financial Planning)
2008 - 2011
Cortnie Lomas Rodriguez's Skills
- Retirement Planning
- Investments
- Finance
- Portfolio Management
- Microsoft Office
- Financial Analysis
- PowerPoint
- Uniform Combined State Law
- Estate Planning
- Hold Series 7
Cortnie Lomas Rodriguez's Summary
Cortnie Lomas Rodriguez, based in Dallas, TX, US, is currently a Partner and Senior Vice President at Wealth Management Firm, bringing experience from previous roles at First Financial Equity Corporation, Bank of America and Volunteer - Tax Preparation. Cortnie Lomas Rodriguez holds a 2008 - 2011 Bachelor of Science (B.S.) in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Retirement Planning, Investments, Finance, Portfolio Management, Microsoft Office and more, Cortnie Lomas Rodriguez contributes valuable insights to the industry. Cortnie Lomas Rodriguez has 1 email on RocketReach.
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