Rodrigo Mendivil Email
Investment Advisor @ Mandeville Private Client Inc.
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Rodrigo Mendivil Location
- Montreal, QC, CA
Rodrigo Mendivil Work
- Investment Advisor @ (October 2019 - Present)
- Investment Advisor @ (October 2019 - Present)
- Financial Services @ Zagari Simpson & Associates Inc. (June 2018 - April 2024)
- Financial Security Advisor @ Zagari Simpson & Associates Inc. (June 2018 - April 2024)
- Finacial Security Advisor @ (August 2018 - October 2019)
- Portfolio Analyst @ (March 2017 - June 2018)
- Consultant, Financial Security Advisor @ Investors Group Sercurities Inc. (December 2002 - February 2017)
- International Trade Agent @ (January 1999 - September 1999)
Rodrigo Mendivil Education
- CFA Institute
- Concordia University
Bachelor's degree (Finance)
- McGill University
Rodrigo Mendivil Skills
- Strategic Financial Planning
- Retirement
- Investments
- Retirement Planning
- Portfolio Management
- Estate Planning
- Finance
- Securities
- Income Protection
- Strategic Planning
- Financial Analysis
- Financial Planning
- Microsoft Office
- Negotiation
- Management
- Mutual Funds
Rodrigo Mendivil Summary
- Rodrigo Mendivil, based in Montreal, QC, CA, is currently a Investment Advisor at Mandeville Private Client Inc.. Rodrigo Mendivil brings experience from previous roles at Mandeville Private Client Inc., Zagari Simpson & Associates Inc. and PEAK Financial Group | Groupe financier PEAK (PEAK). Rodrigo Mendivil holds a CFA Institute. With a robust skill set that includes Strategic Financial Planning, Retirement, Investments, Retirement Planning, Portfolio Management and more. Rodrigo Mendivil has 1 emails on RocketReach.
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