Ivan J. Rodriguez Email & Phone Number
Private Client Financial Advisor, AVP Citizens Wealth Management @ Citizens Securities, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Ivan J. Rodriguez Location
- New York, NY, US
Ivan J. Rodriguez Work
- Private Client Financial Advisor, AVP Citizens Wealth Management @ (January 2025 - Present)
- Private Client Financial Advisor AVP @ (January 2025 - Present)
- Private Client Relationship Manager @ (February 2024 - January 2025)
- Citi Personal Wealth Management @ (June 2018 - March 2024)
- Financial Services Professional @ (September 2017 - June 2018)
- Private Client Banker @ (June 2015 - August 2017)
- Operations Branch Manager @ (September 2013 - June 2015)
- Sales Associate @ (December 2007 - August 2013)
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 Finance @ 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.
Looking for a different Ivan J. Rodriguez?
Find contact details for 700 million professionals.
Others Named Ivan J. Rodriguez
Ivan Rodriguez
VP, Chief Information Security Officer
Palm Beach Gardens, FL, US
Ivan Rodriguez
VP of IT
Anaheim, CA, US
Iván Rodríguez
Chief Revenue Officer (CRO)
Costa Rica
Iván Rodríguez Alvarez
CEO - Founder
Gijón, ES
Ivan Rodriguez
Ceo
Los Angeles, CA, US
Iván Rodríguez
Managing Director Asian Markets
Ho Chi Minh City, Vietnam
Ivan Rodriguez
Vice President Global Operations Systems
Miami, FL, US
Top Citizens Securities, Inc. Employees
Paramjit Singh
Vice President, Wealth Advisor
Needham, MA, US
Joe Feraco
Vice President, Investment Product Manager
Worcester, MA, US
Aized Gill
Managing Director, Wealth Advisor
Philadelphia, PA, US
Travis J. Sousa
Wealth Advisor, First VP
New Bedford, MA, US
Randall Marquez
Wealth Advisor-VP
Scotch Plains, NJ, US
Ron Homer
SVP- Regional Director- Wealth | New Jersey
New York, NY, US
Robert Orbin Jr.
Wealth Advisor, Vice President
Scranton, PA, US
Dan Benedetti
Vice President, Divisional Supervisory Officer
The Villages, FL, US
Risque Downes
SVP - Wealth Regional Director
New York, United States
Jim Scherer
Private Client Financial Advisor, VP
Greenwich, CT, US
Anthony Coiro
VP, Private Client Financial Advisor
Denville, NJ, US
Joseph Cltc
Wealth Advisor, Vice President
New York, United States
Jamie Viceconte
Senior Vice President, Investment Product Head
Stamford, CT, US
Chris W.
Vice President, Senior Financial Advisor
Estero, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co