Gerardo Rodriguez's Location
Miami, Florida, United States
Gerardo Rodriguez's Work
- Wealth Manager @ BNY Mellon
- Vice President-Investment Officer @ Coral Gables Trust Company
- Vice President - Investment Consultant @ Coconut Grove Financial Services/ Infinex Group
- Vice President - Financial Advisor @ Espirito Santo Bank
- Assistant Vice President - Active Advisory @ Santander
- Assistant Vice President Capital Markets - Fixed Income Trader @ Santander
- Senior Investment Analyst @ COMMERCEBANK INVESTMENT SERVICES
- Senior Product Specialist @ BANKBOSTON INTERNATIONAL
- Assistant Vice President and Trading @ EFG Capital International Corp.
- Registered Client Service Associate @ UBS INTERNATIONAL INC
Gerardo Rodriguez's Education
- CERTIFIED FINANCIAL PLANNER™
Financial Planning and Services
2017 - 2020 - Boston University - Metropolitan College
Certificate in Financial Planning (Financial Planning and Services)
2017 - 2019 - Florida International University
MBA (Finance)
2002 - 2004
- Florida International University - College of Business
BA (Finance)
1997 - 1999
Gerardo Rodriguez's Skills
- Fixed Income
- Debt
- Equities
- Structured Products
- Hedge Funds
- Trading
- Options
- Mutual Funds
- Currency
- Portfolio Management
Gerardo Rodriguez's Summary
Gerardo Rodriguez, based in Miami, Florida, United States, is currently a Wealth Manager at BNY Mellon, bringing experience from previous roles at Coral Gables Trust, Coconut Grove Financial Services/ Infinex Group, Espirito Santo Bank and Banco Santander. Gerardo Rodriguez holds a 2017 - 2020 Financial Planning and Services @ CERTIFIED FINANCIAL PLANNER™. With a robust skill set that includes Fixed Income, Debt, Equities, Structured Products, Hedge Funds and more, Gerardo Rodriguez contributes valuable insights to the industry. Gerardo Rodriguez has 6 emails and 1 mobile phone number on RocketReach.
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