Mario Rodriguez Email & Phone Number
VP - Wealth Planning Analytics @ Edelman Financial Engines
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Mario Rodriguez Location
- New York, NY, US
Mario Rodriguez Work
- 2021 -now VP - Wealth Planning Analytics @
- 2019 -2021 VP - Data, Reporting and Analytics @
- 2016 -2019 Director - Office of the CIOO @
- 2016 -2016 Consultant - Client Coverage @
- 2010 -2015 Director Business Intelligence - Sales and Service @
- 2005 -2010 Senior Manager Business Intelligence - Product Analytics @
- 2003 -2005 Senior Financial Analyst @
- 2001 -2003 Senior Business Analyst @
- 1997 -2001 Business Analyst @
Mario Rodriguez Education
- Bentley University - McCallum Graduate School of Business
Masters of Science (Finance)
- Colegio San Ignacio de Loyola
- Saint Joseph's University
Bachelor of Science (Finance)
Mario Rodriguez Skills
- Business Intelligence
- Reporting & Analysis
- Performance Management
- Data Visualization
- Financial Services
- Alteryx
- Financial Analysis
- Investments
- Securities
- Wealth Management
- Sales Compensation Planning
- Risk Management
- Financial Modeling
- Business Analysis
- Capital Markets
- Finance
- Trading
- Strategic Financial Planning
- Mutual Funds
- Spotfire
- Incentive Programs
- CRM
- Salesforce.com
- MS Access
- VBA
- Business Objects
- SQL
- Crystal Reports
- Sales Operations
- Sales Management
- Leadership
- Analytics
- Management
- Strategy
- Alternative Investments
- Sales Compensation
- Fixed Income
- Reporting and Analysis
- Portfolio Management
- Equities
- Asset Management
- Strategic Financial
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 University - 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 2 mobile phone numbers on RocketReach.
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