Investor Services Manager @ (April 2022 - February 2026)
Investor Services Supervisor @ (April 2019 - April 2022)
Investor Services Senior @ (June 2016 - April 2019)
Investor Services Representative - Staff II @ Kaufman Rossin Fund Services (June 2015 - June 2016)
Investor Services Representative - Staff I @ Kaufman Rossin Fund Services (May 2014 - June 2015)
Student Portfolio Manager @ (January 2013 - December 2013)
Michael Rodriguez Education
Florida International University - College of Business
Bachelor of Business Administration (BBA) (Finance with Honors)
2011-2013
Michael Rodriguez Skills
Direct Sales
Business Planning
Management
Banking
Business Development
Microsoft Excel
Negotiation
Accounting
Team Leadership
Finance
Corporate Finance
Account Management
Sales Management
Sales
Business Networking
Michael Rodriguez Summary
Michael Rodriguez, based in Florida, United States, is currently a Manager, Investor Services at Ultimus LeverPoint Private Fund Solutions. Michael Rodriguez brings experience from previous roles at SS&C Technologies, SS&C Registered Fund Services and Kaufman Rossin Fund Services. Michael Rodriguez holds a 2011 - 2013 Bachelor of Business Administration (BBA) in Finance with Honors @ Florida International University - College of Business. With a robust skill set that includes Direct Sales, Business Planning, Management, Banking, Business Development and more. Michael Rodriguez has 1 emails and 1 mobile phone numbers on RocketReach.
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