Rod Diaz Email & Phone Number
Manager of Retirement Plan Services @ HBKS Wealth Advisors
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Rod Diaz Location
- Pittsburgh, PA, US
Rod Diaz Work
- 2019 -now Manager of Retirement Plan Services @
- 2013 -2019 Manager of Retirement Plan Services @
- 2011 -2013 Vice President @
- 2005 -2011 Senior Vice President @
- 1992 -2005 Senior Vice President @
Rod Diaz Education
- Carnegie Mellon University - Tepper School of Business
MBA (Finance / Operations)
1989-1991 - University of Notre Dame
Bachelor of Architecture (B.Arch.) (Architecture)
1983-1988 - Colegio Americano
Bachelorette
1976-1983
Rod Diaz Skills
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Investments
- Portfolio Management
- Equities
- Financial Modeling
- Fixed Income
- Asset Managment
- Series 63
- Team Building
- Management
- Project Planning
- Customer Service
- Financial Analysis
- Strategic Planning
- Series 7
Rod Diaz Summary
- Rod Diaz, based in Pittsburgh, PA, US, is currently a Manager of Retirement Plan Services at HBKS Wealth Advisors. Rod Diaz brings experience from previous roles at McKinley Carter Wealth Services, UBS Financial Services, Inc., Janney Montgomery Scott and Parker/Hunter. Rod Diaz holds a 1989 - 1991 MBA in Finance / Operations @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies and more. Rod Diaz has 4 emails and 3 mobile phone numbers on RocketReach.
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