Katie Rodriguez's Location
Spring, TX, US
Katie Rodriguez's Work
- VP - Financial Consultant @ Charles Schwab
- Private Client Investment Consultant @ TD Ameritrade
- Senior Financial Consultant @ TD Ameritrade
- Associate Wealth Manager @ Efficient Wealth Management LLC
- Regional Vice President @ Mercer Advisors
- Account Executive @ Fidelity Investments
- Relationship Manager @ Fidelity Investments
Katie Rodriguez's Education
- Texas A&M University
Bachelor of Science (BS) (Applied Mathematics)
1996 - 2001
Katie Rodriguez's Summary
Katie Rodriguez, based in Spring, TX, US, is currently a VP - Financial Consultant at Charles Schwab, bringing experience from previous roles at TD Ameritrade, Efficient Wealth Management LLC and Mercer Advisors. Katie Rodriguez holds a 1996 - 2001 Bachelor of Science (BS) in Applied Mathematics @ Texas A&M University. Katie Rodriguez has 2 emails on RocketReach.
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