Gabriel Rodriguez
Miami,Fl
Summary
Finance graduate prepared for role in financial services, bringing valuable internship experience. Known for contributing to successful financial planning and client support. Strong focus on collaboration and adaptability, with skills in financial analysis and client communication.
Overview
5
5
years of professional experience
Work History
Financial Representative Intern
Northwestern Mutual Wealth Management
06.2025 - 08.2025
- Analyzed financial data to support client investment decisions.
- Assisted in preparing financial reports and presentations for stakeholders.
- Conducted market research to identify potential investment opportunities.
- Collaborated with senior representatives to refine client engagement strategies.
Marketing & Data Research Associate
Montry Blackbeard
08.2020 - 08.2024
- Assist owners with all data research to set-up and execute B2B marketing campaigns for the gallery and its art/sculptures.
Financial Representative Intern
Sovereign Real Estate
05.2024 - 08.2024
- Personal assistant to the CEO assisting with his day-day business activities and comparing residential real estate properties for potential acquisition.
Real Estate Intern
My Community Homes
05.2024 - 08.2024
- Researching and managing single family home properties for inclusion into the company hedge fund in addition to monitoring certain aspects of their financial and accounting services.
Administrative Assistant
JFL
01.2022 - 06.2023
- Part-time administrative assistant responsible for answering phone calls, scheduling appointments and meetings, replying to emails for the CEO of a private real-estate holding company.
Education
Bachelor of Science - Business Finance
Florida State University
Tallahassee, FL05-2026
Skills
- Investment, Research and Financial Planning
- Cryptocurrency Business Marketing and Communications
- Basketball, Coaching Youth Sports
Timeline
Financial Representative Intern
Northwestern Mutual Wealth Management
06.2025 - 08.2025
Financial Representative Intern
Sovereign Real Estate
05.2024 - 08.2024
Real Estate Intern
My Community Homes
05.2024 - 08.2024
Administrative Assistant
JFL
01.2022 - 06.2023
Marketing & Data Research Associate
Montry Blackbeard
08.2020 - 08.2024
Bachelor of Science - Business Finance
Florida State University
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