Hochy Alexander Rodriguez
New York,NY
Summary
Finance professional with extensive experience in managing high-net-worth client portfolios, focusing on personalized wealth management strategies that strengthen client relationships. Successfully collaborating and supporting financial advisors to maintain over $7B in assets, and grow client relationships. Expert in corporate travel management, data analysis, and financial operations.
Overview
6
6
years of professional experience
Work History
Private Bank Associate
Bank of America Private Bank
New York, NY
07.2020 - Current
- Managed and resolved travel-related issues for portfolio managers, ensuring seamless booking and adherence to company policies through the use of Concur Travel, which improved overall travel efficiency.
- Developed and maintained financial databases, enabling thorough analysis of economic trends, and reporting to senior management, which informed strategic decision-making.
- Promoted policy compliance by optimizing advance ticket purchasing and ensuring the use of the lowest logical airfare and preferred suppliers, which resulted in cost savings for the bank.
- Conduct limited research projects to provide coordination with trading, operations, and client servicing to manage over $7 billion in private assets.
- Supported an investments team of five portfolio managers with daily account monitoring, and facilitated client interactions, which strengthened client relationships and ensured timely responses to their needs.
- Ensured all accounts remained in full compliance with federal regulations through rigorous monthly reviews, and adherence to established guidelines.
Portfolio Management Intern
Bank of America Private Bank
New Yorj, NY
07.2019 - 06.2020
Sales Associate
Best Buy
New York, NY
12.2018 - 04.2019
- Provided top-tier customer service, recognized for exceeding sales targets.
- Led sales in Microsoft Office Suite attachments, achieving 60% attachment rate.
Education
Investment Operations
Year Up
New York, NY02-2020
Economics & Latin American Studies (LACS)
University At Albany SUNY
Albany, NYMarketing
St. John's University
Jamaica, NYSkills
- SAP Concur
- Salesforce
- FactSet
- Microsoft Office
- Adobe Acrobat
- Detail orientation
- Regulatory compliance
- Financial analysis
- Travel coordination
- Expense Management
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Private Bank Associate
Bank of America Private Bank
07.2020 - Current
Portfolio Management Intern
Bank of America Private Bank
07.2019 - 06.2020
Sales Associate
Best Buy
12.2018 - 04.2019
Investment Operations
Year Up
Economics & Latin American Studies (LACS)
University At Albany SUNY
Marketing
St. John's University
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