Eric Rodriguez Email & Phone Number
Founder | Financial Planner @ WealthBuilders, LLC
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Eric Rodriguez Location
- San Diego, CA, US
Eric Rodriguez Work
- Founder | Financial Planner @ (July 2018 - Present)
- Sr. Manager Business Development @ (April 2015 - May 2017)
- National Manager of Business Development @ (May 2010 - April 2015)
- District Manager @ (January 2010 - May 2010)
- Director and Registered Representative @ Transamerica Financial Advisors, Inc. (January 2004 - January 2010)
Eric Rodriguez Education
- UCLA Extension
Certificate (Personal Financial Planning)
2017-2018 - San José State University
BA (Communications/Business)
2000-2004 - Santa Teresa
High School
1996-2000
Eric Rodriguez Skills
- Account Management
- B2B
- Business Development
- Business Strategy
- Business-to-Business (B2B)
- Complex Sales
- Consultative Selling
- Contract Negotiation
- Credit Cards
- Customer Acquisition
- Customer Retention
- Customer Satisfaction
- E-commerce
- Electronic Payments
- Enterprise Solution Sales
- Excellent Presenter
- Financial Analysis
- Financial Services
- Forecasting
- Healthcare Consulting
- Leadership
- Marketing
- Marketing Strategy
- New Business Development
- Nunchuku Skills
- SaaS
- Sales
- Sales Management
- Sales Operations
- Sales Presentations
- Sales Process
- Salesforce.com
- Selling
- Social Media
- Social Networking
- Solution Selling
- Start-ups
- Strategic Leader
- Strategic Leadership
- Strategic Partnerships
- Strategy
- Development
- E Commerce
- Start Ups
- Express.js
- Business to Business B2b
- Business to Business
Eric Rodriguez Summary
- Eric Rodriguez, based in San Diego, CA, US, is currently a Founder | Financial Planner at WealthBuilders, LLC. Eric Rodriguez brings experience from previous roles at LearnVest, American Express, ADP and Transamerica Financial Advisors, Inc.. Eric Rodriguez holds a 2017 - 2018 Certificate in Personal Financial Planning @ UCLA Extension. With a robust skill set that includes Account Management, B2B, Business Development, Business Strategy, Business-to-Business (B2B) and more. Eric Rodriguez has 2 emails and 4 mobile phone numbers on RocketReach.
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Eric Rodriguez
Founder | Financial Planner
San Diego, CA, US
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