Will Rodriguez Email & Phone Number
CEO and President @ Vision Point Capital
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Will Rodriguez Location
- Florida, United States
Will Rodriguez Work
- 2015 - now CEO and President @
- 2017 - 2018 Mergers and Acquisition and Valuation Advisor @
- 2008 - 2015 Director of Valuation and Transaction Advisory Services @
- 2007 - 2008 VP Wealth Management-Valuation for Closely Held Business Owners as part of Financial Planning @
Will Rodriguez Education
- Oklahoma State University
Master of Business Administration (Finance)
2001 - 2005 - Oral Roberts University
Bachelor of Science (Accounting)
1997 - 2001
Will Rodriguez Skills
- Business Valuation
- Federal Taxation
- Corporate Finance
- Strategic Financial Planning
- Financial Reporting
- Financial Analysis
- Accounting
- Financial Planners
- Mergers
- CPA
- High Net Worth Individuals
- Internal Controls
- SEC filings
- Financial Modeling
- Auditing
- Tax
- Valuation
- Mergers & Acquisitions
- Financial Accounting
- Due Diligence
- Cash Flow
- Income Tax
- Tax Preparation
- Corporate Tax
- Small Business
- Tax Accounting
- Wealth Management
- Finance
- Financial Statements
- Litigation Support
- Forensic Accounting
- General Ledger
- Private Equity
- Exit Strategies
- Tax Returns
- Financial Planning
- Partnership Taxation
- Investment Banking
- Mergers & Acquisitions (M&A)
- Company Valuation
- Employee Stock Ownership Plan (ESOP)
Will Rodriguez Summary
- Will Rodriguez, based in Florida, United States, is currently a CEO and President at Vision Point Capital, Inc.. Will Rodriguez brings experience from previous roles at Aberdeen Advisors, Inc., Warren Averett Pender Newkirk and Citigroup. Will Rodriguez holds a 2001 - 2005 Master of Business Administration in Finance @ Oklahoma State University. With a robust skill set that includes Business Valuation, Federal Taxation, Corporate Finance, Strategic Financial Planning, Financial Reporting and more. Will Rodriguez has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Vision Point Capital Employees
Matt Springer
Director of Valuation and Litigation Support
Houston, TX, US
Matt Middendorp
Director of ESOP Consulting
Menasha, WI, US
Amy Lasala
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Green Bay, WI, US
Will Rodriguez
CEO and President
Florida, United States
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