Jesse Rodriquez Email & Phone Number
President @ Rodriquez Wealth Management
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Jesse Rodriquez Location
- Newport Beach, CA, US
Jesse Rodriquez Work
- 2020 -now President @
- 2011 -2020 Managing Director - Wealth Management, USA | Senior Portfolio Manager @
- 2006 -2011 Senior Vice President - Wealth Management @
- 1995 -2006 First Vice President - Investments @
Jesse Rodriquez Education
- California State University-Long Beach - College of Business Administration
BS (Finance)
1993-1996 - Patrick Henry High School, San Diego, CA 1988-1991
- Stanford University Graduate School of Business
- University of Chicago Booth School of Business Executive Education
Jesse Rodriquez Skills
- Wealth Management
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Finance
- Financial Analysis
- Strategic Planning
- Equities
- Fixed Income
- Securities
- Portfolio Management
- Asset Management
- Strategy
- Market Research
- Entrepreneurship
- Networking
- Account Management
- Philanthropy
- Problem Solving
- Business Analysis
- Marketing Communications
- Customer Service
- Risk Management
- Financial Services
- FINRA series 7
- CFP
- CIMA
- CRPC
Jesse Rodriquez Summary
- Jesse Rodriquez, based in Newport Beach, CA, US, is currently a President at Rodriquez Wealth Management. Jesse Rodriquez brings experience from previous roles at UBS, Merrill Lynch and Smith Barney. Jesse Rodriquez holds a 1993 - 1996 BS in Finance @ California State University-Long Beach - College of Business Administration. With a robust skill set that includes Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Finance and more. Jesse Rodriquez has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Rodriquez Wealth Management Employees
Dangco Vu
Vice President
Newport Beach, CA, US
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