Pamela Rodriguez's Location
Sacramento, CA, US
Pamela Rodriguez's Work
- Vice President | Financial Advisor @ CAPTRUST
- Investopedia and The Balance Financial Review Board Member @ Dotdash
- Founder and Financial Advisor @ Fulfilled Finances LLC
- FA- Retirement Specialist @ Principal Financial Group
- Account Executive @ Yelp
- Assistant Vice President and Financial Advisor @ Merrill Lynch
- Associate Financial Advisor @ Jensen Wealth Advisors
- Special Events Coordinator @ Liberty University
- Customer Service Representative @ Wells Fargo
Pamela Rodriguez's Education
- The University of Chicago Booth School of Business
Certified Investment Management Analyst® Education Program
2021 - 2022 - Liberty University
Bachelor of Science (B.S.) (Financial Planning and Services)
Pamela Rodriguez's Skills
- Financial Planning
- Financial Advisory
- Sales
- Series 7
- Series 63
- Customer Relations
- Key Client Relationships
- Client Relationships Strengthening
- Personal Finance
- Series 65
Pamela Rodriguez's Summary
Pamela Rodriguez, based in Sacramento, CA, US, is currently a Vice President | Financial Advisor at CAPTRUST, bringing experience from previous roles at Dotdash, Fulfilled Finances LLC, Principal Financial Group and Yelp. Pamela Rodriguez holds a 2021 - 2022 Certified Investment Management Analyst® Education Program @ The University of Chicago Booth School of Business. With a robust skill set that includes Financial Planning, Financial Advisory, Sales, Series 7, Series 63 and more, Pamela Rodriguez contributes valuable insights to the industry. Pamela Rodriguez has 3 emails and 1 mobile phone number on RocketReach.
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