Senior Vice President@ UBS
Miami, Florida, United States
Osmundo Rodriguez
GET FULL PROFILE 
Queensborough Community College
Real-Time AI Research
FlashIntel GPT
Tell me more about Osmundo Rodriguez?
FlashIntel GPTOsmundo Rodriguez is a highly experienced professional with over 30 years of work in the financial services industry. He has a strong background in alternative investments, series 63, and financial advisory. With expertise in banking, fixed income, and retirement planning, Osmundo has successfully managed portfolios and implemented strategic financial planning strategies. Currently, he serves as the Senior Vice President at UBS International, where he has been instrumental in the success of the company. Osmundo's extensive experience and skills make him a valuable asset in the field of financial services.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Senior Vice President at UBS International
Work Experience
Senior Vice President
Financial Services
Osmundo Rodriguez's Professional Milestones
- Investment Advisor (1993-01-01~2006-01-01): Guided individuals towards financial independence through strategic recommendations, elevating their risk management strategies.
- Senior Vice President (2006-02-01~): Driving strategic initiatives to optimize company performance and achieve sustainable growth.
Education
Skill
Alternative Investments
Series 63
Financial Advisory
Banking
Fixed Income
Insurance
Retirement Planning
Wealth Management Services
Portfolio Management
Iras
Investments
Variable Annuities
Investment Advisory
Asset Allocation
Financial Services
Asset Managment
Wealth Management
Equities
Mutual Funds
Uniform Combined State Law
Strategic Financial Planning
Investment Strategies
Asset Management
Separately Managed Accounts
401k Rollovers
Etfs
Private Banking
Retirement
Series 65
Series 7
Securities
Investment Management
Certification
Colleagues
Other Named Osmundo Rodriguez
Frequently asked questions
We found 3 Osmundo Rodriguez's email addresses
We found 7 Osmundo Rodriguez's phone numbers
Osmundo Rodriguez works for UBS
Osmundo Rodriguez's role in UBS is Senior Vice President
Osmundo Rodriguez works in the industry of Financial Services
Osmundo Rodriguez's colleagues are Philipp Schmutz,Riley Barrington,Fiona Henry
Osmundo Rodriguez's latest job experience is Senior Vice President at UBS
Osmundo Rodriguez's latest education in Queensborough Community College
