Jeffrey Rodvien
Diablo,CA
Summary
High-achieving senior financial advisor bringing expertise in business planning, revenue development and change management. Offers 20+ years of experiece in financial planning industry along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment.
Overview
23
23
years of professional experience
Work History
Senior Vice President - Financial Advisor
RBC Wealth Management
03.2020 - Current
I often help my clients:
- by having a fiduciary responsibility and transparent communication
- plan for retirement, including the creation of an income stream;
- fund an education for a loved one;
- prepare for a major purchase;
- protect their family or income; and
- create a legacy to be remembered by.
Senior Financial Advisor - Financial Advisor
Merrill Lynch
08.2012 - 03.2020
I often help my clients:
- by having a fiduciary responsibility and transparent communication
- plan for retirement, including the creation of an income stream;
- fund an education for a loved one;
- prepare for a major purchase;
- protect their family or income; and
- create a legacy to be remembered by.
Vice President - Financial Advisor
Oppenheimer
07.2004 - 08.2012
I often help my clients:
- by having a fiduciary responsibility and transparent communication
- plan for retirement, including the creation of an income stream;
- fund an education for a loved one;
- prepare for a major purchase;
- protect their family or income; and
- create a legacy to be remembered by.
Financial Advisor
Morgan Stanley
06.2000 - 07.2004
I often help my clients:
- by having a fiduciary responsibility and transparent communication
- plan for retirement, including the creation of an income stream;
- fund an education for a loved one;
- prepare for a major purchase;
- protect their family or income; and
- create a legacy to be remembered by.
Education
High School Diploma -
San Rafael High School
San Rafael, CaSkills
- Business Development
- Financial Management
- Budget Preparation
- Growth Planning
- Report Preparation
- Business Planning
- Corporate Presentations
- Strategic Plans
- Financial Reporting
- Public Speaking
Timeline
Senior Vice President - Financial Advisor
RBC Wealth Management
03.2020 - Current
Senior Financial Advisor - Financial Advisor
Merrill Lynch
08.2012 - 03.2020
Vice President - Financial Advisor
Oppenheimer
07.2004 - 08.2012
Financial Advisor
Morgan Stanley
06.2000 - 07.2004
High School Diploma -
San Rafael High School
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