Mario Rodriguez Location
New York, NY, US
Mario Rodriguez Work
- 2021 - now VP - Wealth Planning Analytics @ Edelman Financial Engines
- 2019 - 2021 VP - Data, Reporting and Analytics @ EHE Health
- 2016 - 2019 Director - Office of the CIOO @ PT. MITSUBISHI HC CAPITAL AND FINANCE INDONESIA
- 2016 - 2016 Consultant - Client Coverage @ Neuberger Berman
- 2010 - 2015 Director Business Intelligence - Sales and Service @ Etrade Bank Inc
- 2005 - 2010 Senior Manager Business Intelligence - Product Analytics @ Etrade Bank Inc
- 2003 - 2005 Senior Financial Analyst @ J.P. Morgan
- 2001 - 2003 Senior Business Analyst @ State Street Research
- 1997 - 2001 Business Analyst @ Fidelity Investments
Mario Rodriguez Education
- Bentley College - Elkin B. McCallum Graduate School of Business
Masters of Science (Finance)
- Saint Joseph's University
Bachelor of Science (Finance)
- Colegio San Ignacio de Loyola
Mario Rodriguez Skills
- Business Intelligence
- Reporting & Analysis
- Performance Management
- Data Visualization
- Financial Services
- Alteryx
- Financial Analysis
- Investments
- Securities
- Wealth Management
Mario Rodriguez Summary
Mario Rodriguez, based in New York, NY, US, is currently a VP - Wealth Planning Analytics at Edelman Financial Engines. Mario Rodriguez brings experience from previous roles at EHE Health, MUFG, Neuberger Berman and E*TRADE Financial Corporation. Mario Rodriguez holds a Masters of Science in Finance @ Bentley College - Elkin B. McCallum Graduate School of Business. With a robust skill set that includes Business Intelligence, Reporting & Analysis, Performance Management, Data Visualization, Financial Services and more. Mario Rodriguez has 2 emails and 1 mobile phone numbers on RocketReach.
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