Rodrigo E. Gonzalez Email & Phone Number
International Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Rodrigo E. Gonzalez Location
- Miami, FL, US
Rodrigo E. Gonzalez Work
- 2014 -now International Wealth Management Advisor, Senior Vice President @
- 2012 -2014 Registered Client Associate @
- 2012 -2012 Registered Representative @
- 2011 -2012 Broker Trainee @ CBG Financial Group
Rodrigo E. Gonzalez Education
- Yale University
Executive Education : Investment Managem
2016-2017 - Florida International University
Master's Degree
2014-2015 - Suffolk University
Bachelor's Degree
2008-2011
Rodrigo E. Gonzalez Skills
- Financial Advisory Services
- Family Wealth Transfer
- Family Wealth Planning
- Family Wealth Management Strategies
- Family Estate Financial Guidance
- Estate Planning Strategies and Wealth Transfer
- Retirement and College Planning
- Portfolio Management and Retirement Planning
- Estate Planning Services and Wealth Transfer
- Behavioral Finance
- Multi-generational Family Wealth Advising
- Philanthropic Planning Strategies
- Equipment Financing
- Financial Analysis
- Investment Analysis - Portfolio Construction
- Goals Based Asset Management
- Real Estate
- Wealth Preservation
- Futures Trading
- Portfolio Management
- FX trading
- Emerging Markets
- Bloomberg
- Asset Management
- Series 66
- Corporate Finance
- Stock Market
- Options
- Financial Services
- Equity Trading
- Series 7
- Golf
- Tennis
- Snow Skiing
- Multi Generational Family Wealth Advising
Rodrigo E. Gonzalez Summary
- Rodrigo E. Gonzalez, based in Miami, FL, US, is currently a International Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Rodrigo E. Gonzalez brings experience from previous roles at MORGAN STANLEY, ING Financial Partners and CBG Financial Group. Rodrigo E. Gonzalez holds a 2016 - 2017 Executive Education : Investment Managem @ Yale University. With a robust skill set that includes Financial Advisory Services, Family Wealth Transfer, Family Wealth Planning, Family Wealth Management Strategies, Family Estate Financial Guidance and more. Rodrigo E. Gonzalez has 1 emails and 11 mobile phone numbers on RocketReach.
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