Rodrigo Huerta Email & Phone Number
Relationship Manager, Vice President @ West Financial Services, Inc.
Rodrigo Huerta's Location
Washington, DC, US
Rodrigo Huerta's Work
- Relationship Manager, Vice President @ West Financial Services, Inc.
- Portfolio Manager @ West Financial Services, Inc.
- Private Wealth Advisor @ Aegis Wealth Mangement
- Private Wealth Portfolio Analyst @ Bank of America
- Trust Real Estate Advisor @ Wells Fargo
Rodrigo Huerta's Education
- University of Virginia
Certificate in Financial Planning (Financial Planning and Services)
2014 - 2016 - University of Pittsburgh - Joseph M. Katz Graduate School of Business
(Business Administration and Management, General)
2001 - 2002 - Universidad Técnica Federico Santa María
Master's Degree (Business Administration and Management, General)
1996 - 2001
Rodrigo Huerta's Skills
- Alternative Investments
- Asset Based Lending
- Banking
- Client Relationship Building
- Customer Relations
- Real Estate Economics
- Business Relationship Management
- Fixed Income
- Financial Planning
- Portfolio Management
Rodrigo Huerta's Summary
Rodrigo Huerta, based in Washington, DC, US, is currently a Relationship Manager, Vice President at West Financial Services, Inc., bringing experience from previous roles at West Financial Services, Inc., Aegis Wealth Mangement, U.S. Trust and Wachovia, A Wells Fargo Company. Rodrigo Huerta holds a 2014 - 2016 Certificate in Financial Planning in Financial Planning and Services @ University of Virginia. With a robust skill set that includes Alternative Investments, Asset Based Lending, Banking, Client Relationship Building, Customer Relations and more, Rodrigo Huerta contributes valuable insights to the industry. Rodrigo Huerta has 2 emails and 1 mobile phone number on RocketReach.
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