Gerardo Rodriguez Email & Phone Number
Senior Investment Advisor @ PNC
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Gerardo Rodriguez Location
- Florida, United States
Gerardo Rodriguez Work
- Senior Investment Advisor @ (April 2024 - Present)
- Wealth Manager @ (September 2018 - February 2024)
- Vice President-Investment Officer @ (May 2016 - September 2018)
- Vice President - Investment Consultant @ Coconut Grove Financial Services/ Infinex Group (November 2014 - April 2016)
- Vice President - Financial Advisor @ Espirito Santo Bank (October 2013 - October 2014)
Gerardo Rodriguez 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 Skills
- Alternative Investments
- Asset
- Asset Allocation
- Asset Management
- Bloomberg
- Bonds
- Capital Markets
- Commodities
- Currency
- Debt
- Derivatives
- ETFs
- Economics
- Electronic Trading
- Emerging Markets
- Equities
- Equity Research
- Equity Trading
- FX
- Family Wealth Management
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Fixed Income
- Fixed Income Products
- Fixed Income Trading
- Fund Of Funds
- Hedge Funds
- Hedging
- High Yield
- Idea Generation
- Industry Analysis
- Investment Advisory
- Investment Advisory Services
- Investment Strategies
- Investments
- Mutual Funds
- Options
- Portfolio Management
- Private Banking
- Private Wealth Management
- Proprietary Trading
- Research
- Securities
- Series 63
- Series 7
- Structured Products
- Team Management
- Technical Analysis
- Traders
- Trading
- Trading Systems
- Wealth Management
- Sales
- Microsoft Office
Gerardo Rodriguez Summary
- Gerardo Rodriguez, based in Florida, United States, is currently a Senior Investment Advisor at PNC. Gerardo Rodriguez brings experience from previous roles at BNY Mellon, Coral Gables Trust, Coconut Grove Financial Services/ Infinex Group and Espirito Santo Bank. Gerardo Rodriguez holds a 2017 - 2020 Financial Planning and Services @ CERTIFIED FINANCIAL PLANNER™. With a robust skill set that includes Alternative Investments, Asset, Asset Allocation, Asset Management, Bloomberg and more. Gerardo Rodriguez has 5 emails and 2 mobile phone numbers on RocketReach.
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