Gabriel Rodriguez

Experience

• 

  Citi

  Jan 2023 - Jan 2023

  Shadow Experience

  -Worked with Wealth at Work division and mentor Katelyn Gallanty.-Experienced the operational activities of WaW and gained profound insight from several key members of WaW and FX divisions.-Networking opportunity with several members of the NYC office.

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  Lincoln Financial Group

  May 2023 - Jan 2024

  Wealth Management Intern

  -Creates financial models for clients utilizing industry-leading software tools such as eMoney, Morningstar, OmniSource, and Ebix.-Collaborates with senior financial planners to deliver exceptional service to clients and ensure their satisfaction.-Participates in professional development opportunities to expand financial planning and investment management knowledge and skills.-Maintains accurate and up-to-date client records and financial information to ensure compliance with regulatory requirements.-Assists in timely reviews of assets under management and generating standardized reports using portfolio analysis tools.Gabriel Rodriguez supports registered associates of Lighthouse Planning Consultants who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC), and a registered investment advisor. Lighthouse Planning Consultants is a marketing name for registered representatives of Lincoln Financial Advisors Corp.CRN-5858647-080423 Show less

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  Marist Consulting Group

  Mar 2024 - now

  • Executive Vice President

    Apr 2024 - now

  • Senior Consultant - Financial Sustainability

    Mar 2024 - Apr 2024
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  BNY

  May 2024 - now

  Incoming Securities Services & Digital Analyst