Robert Rodriguez Email & Phone Number
Financial Representative, Principal Securities Registered Representative, Financial Advisor @ Principal Financial Network of North Florida
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Robert Rodriguez Location
- Florida, United States
Robert Rodriguez Work
- 2025 - now Financial Representative, Principal Securities Registered Representative, Financial Advisor @
- 2020 - 2025 Financial Professional @
- 2019 - 2020 Financial Professional @
- 2018 - 2019 Financial Advisor @ Morgan Stanley
- 2016 - 2018 Private Wealth Management Client Onboarding Associate @ Deutsche Bank
- 2015 - 2016 Private Wealth Management Relationship Coordinator @ Deutsche Bank
- 2014 - 2015 Merrill Edge International Investment Specialist @ Merrill Lynch
- 2013 - 2014 Senior Operations Representative- Tax Reporting @ Merrill Lynch
Robert Rodriguez Education
- Florida Atlantic University
Bachelor of Business Administration (B.B.A.) (Accounting)
Robert Rodriguez Skills
- Microsoft Office
- Due Diligence
- Finance
- Wealth Management
- Equities
- Asset Management
- Microsoft Word
- Team Building
- Banking
- PowerPoint
- Mutual Funds
- Financial Services
- Corporate Finance
- Customer Service
- Management
- Strategic Planning
- Social Media
- Business Analysis
- Sales
- Portfolio Management
- Series 7
- Investments
- Leadership
Robert Rodriguez Summary
- Robert Rodriguez, based in Florida, United States, is currently a Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Network of North Florida. Robert Rodriguez brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC, Morgan Stanley and Deutsche Bank. Robert Rodriguez holds a Bachelor of Business Administration (B.B.A.) in Accounting @ Florida Atlantic University. With a robust skill set that includes Microsoft Office, Due Diligence, Finance, Wealth Management, Equities and more. Robert Rodriguez has 1 mobile phone numbers on RocketReach.
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Top Principal Financial Network of North Florida Employees
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