Ivan J. Rodriguez Email & Phone Number
Private Client Financial Advisor, AVP Citizens Wealth Management @ Citizens Securities, Inc.
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Ivan J. Rodriguez Location
- New York, NY, US
Ivan J. Rodriguez Work
- 2025 -now Private Client Financial Advisor, AVP Citizens Wealth Management @
- 2025 -now Private Client Financial Advisor AVP @
- 2024 -2025 Private Client Relationship Manager @
- 2018 -2024 Citi Personal Wealth Management @
- 2017 -2018 Financial Services Professional @
- 2015 -2017 Private Client Banker @
- 2013 -2015 Operations Branch Manager @
- 2007 -2013 Sales Associate @
Ivan J. Rodriguez Education
- National University
(Finance)
2016-2017 - California State University Channel Islands
(Economics)
2012-2014
Ivan J. Rodriguez Skills
- Finance
- Retirement Planning
- Financial Services
- Leadership
- Retirement Income Strategies
- Wealth Management
- Investments
- Insurance
- Financial Planning
- Customer Relationship Management (CRM)
- Qualifying Prospects
- Strategic Partnerships
Ivan J. Rodriguez Summary
- Ivan J. Rodriguez, based in New York, NY, US, is currently a Private Client Financial Advisor, AVP Citizens Wealth Management at Citizens Wealth Management. Ivan J. Rodriguez brings experience from previous roles at Citizens, Citi and NYLIFE Securities LLC. Ivan J. Rodriguez holds a 2016 - 2017 National University. With a robust skill set that includes Finance, Retirement Planning, Financial Services, Leadership, Retirement Income Strategies and more. Ivan J. Rodriguez has 1 emails and 1 mobile phone numbers on RocketReach.
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