IMAR ANTONIO RODRIGUEZ
Senior Relationship Manager
San Diego,California
Summary
MBA Private Wealth Advisor Experienced financial services professional. Highly effective at working with high-net-worth families across US and LATAM. Exceptional knowledge of domestic and international wealth management, estate planning and investments.
Overview
25
25
years of professional experience
8
8
years of post-secondary education
1
1
Language
Work History
Partner Managing Director, Private Wealth Advisor
Snowden Lane Partners
San Diego, CA
12.2015 - Current
- Co-managed a 270 million book of business generating over 2 million In revenue
- Successfully opened the first offshore wealth management office group at Snowden Lane
- Educate foreign/Domestic High Net worth families regarding financial and Estate planning tools
- Create Investment portfolios to adequately reflect client needs relative to citizenship status
- Increased book of business by 30
International Financial Advisor, Assistant VP
Merrill Lynch
San Diego
10.2010 - 12.2015
- Only International PMD graduate in previous 36 months
- Responsible for growing book of business of international clients to 30 million with 400,000 in revenue in 2015
- Traveled to Latin America and delivered client presentations to acquire new high net worth relationships
- Partnered with portfolio managers and wholesalers to offer the highest quality of prospect and client meetings
Financial Advisor Vice President
J.P Morgan Chase
Encinitas, CA
03.2010 - 10.2010
- Managed a book of $56 million in assets averaging $30,000 in revenue a month
- Responsible for growing P&L at branch investments level
- Over 5 million dollars brought into investments
- Educated bankers and clients about benefits of Non-FDIC investments
Financial Relationship Consultant
Wells Fargo Investments
San Diego, CA
05.2007 - 03.2010
- Responsible for building and managing a $25 million book of business
- Generated over $500,000 in revenue through bank leads
- Worked with individuals and offshore businesses designing investment strategies
- Served as a financial planning coach for bankers and tellers
Financial Planning Consultant
Fidelity Personal Investments
San Diego, CA
04.2000 - 05.2007
- Generated clients in San Diego County for the largest discount broker in the USA, through call-ins, prospecting, referrals, local marketing initiatives and presenting educational seminars
- Analyzed and understood the long term individual financial needs and goals of clients
- Generated over 2000 sales interactions/ client meetings during 2006
- Over $100 million in assets brought to the firm during 2006
- Earned President's circle award winner representing top performance across the nation
Senior Client Service Specialist
Putnam Investments
Andover, MA
09.1999 - 04.2000
- Responded to customer service inquiries regarding products and services
- Responded to specific account, funds, insurance contracts, and market related inquiries
- Assisted with the operational process for opening accounts and investment of funds
Manager of Business Development
Confinanciera S.A
Bogota, Colombia
08.1995 - 05.1997
- Developed and maintained long-term relationships by actively listening to client feedback
- Increased credit and leasing operations by 25%
- Managed corporate and personal investments up to $500,000 per account.
- Performed research to uncover potential target areas, markets and industries
Education
Accredited Asset Management Specialist, AAMS: Asset Management -
College For Financial Planning, Inc.
Englewood, CO 02.2014 - 08.2014
Certificate in Special Studies in Administration and Management: Business Administration And Management -
Harvard University
Cambridge, MA 08.2002 - 10.2002
MBA - International Business
Plymouth State University
07.1998 - 05.1999
Bachelor of Economics - Economics
Universidad Externado De Colombia
Bogota 07.1990 - 05.1997
Skills
Investment planningundefined
Timeline
Partner Managing Director, Private Wealth Advisor
Snowden Lane Partners
12.2015 - Current
Accredited Asset Management Specialist, AAMS: Asset Management -
College For Financial Planning, Inc.
02.2014 - 08.2014
International Financial Advisor, Assistant VP
Merrill Lynch
10.2010 - 12.2015
Financial Advisor Vice President
J.P Morgan Chase
03.2010 - 10.2010
Financial Relationship Consultant
Wells Fargo Investments
05.2007 - 03.2010
Certificate in Special Studies in Administration and Management: Business Administration And Management -
Harvard University
08.2002 - 10.2002
Financial Planning Consultant
Fidelity Personal Investments
04.2000 - 05.2007
Senior Client Service Specialist
Putnam Investments
09.1999 - 04.2000
MBA - International Business
Plymouth State University
07.1998 - 05.1999
Manager of Business Development
Confinanciera S.A
08.1995 - 05.1997
Bachelor of Economics - Economics
Universidad Externado De Colombia
07.1990 - 05.1997
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