Cesar Rodriguez

Cesar Rodriguez

Quality Development Analyst

Followers of Cesar Rodriguez193 followers
location of Cesar RodriguezJacksonville, Florida, United States

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  • Timeline

  • About me

    GWIM Registered Operations Team Manager at Bank of America Merrill Lynch

  • Education

    • University of North Florida

      2015 - 2017
      Bachelor of Business Administration - BBA Finance, General
    • Florida State College at Jacksonville

      2012 - 2015
      Associate of Arts - AA
  • Experience

    • Select Portfolio Servicing

      Jan 2013 - May 2018
      Quality Development Analyst
    • Hilton Grand Vacations

      May 2018 - Feb 2019
      Sales Executive
    • Bank of America Merrill Lynch

      Feb 2019 - now

      Educated plan participants in company sponsored retirement plans on plan rules and options. Assisted in processing financial transactions.

      • GWIM Registered Operations Team Manager

        Feb 2022 - now
      • Officer; GWIM Ops Team Lead

        May 2020 - Feb 2022
      • Senior Registered Phone Representative

        Feb 2019 - May 2020
  • Licenses & Certifications

    • Series 24

      FINRA
    • Series 9

      FINRA
    • Series 66

      FINRA
    • Series 7

      FINRA
    • Series 63

      FINRA
    • Series 10

      FINRA