JORGE RODRIGUEZ
Fort Wayne,IN
Summary
An action-oriented person with a focus on discovering opportunities and solving problems. Furthermore, my interpersonal savvy and bilingual skill set help me communicate more effectively. Moreover, I stand out for being customer-focused and able to lead a team that wants to be better than the competitors. Additionally, I have expanded my knowledge during the last five years of the equity and fixed-income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
Overview
6
6
years of professional experience
Work History
Assistant Financial Planner
Foster Financial Services
05.2024 - Current
- Prepared reports, allowing clients to make well-informed decisions regarding their finances.
- Developed strong relationships with clients through excellent communication and personalized service.
- Utilized advanced analytical tools to evaluate potential investments, optimizing asset allocation within client portfolios.
- Collaborated with senior financial planners to develop innovative investment strategies for high net worth clients.
Finance Content Creator
12.2022 - Current
- Create, film, and edit videos about investments and financial analysis for YouTube (@georgeros122) and Instagram (@george_ros_).
Tennis Coach
A.D. Tenis Colmenar Viejo
06.2018 - 08.2023
Speaker
SEK Educational Institution
05.2021 - 06.2021
- I spoke in front of more than two thousand people about the sport values.
Education
Financial Services -
Indiana Institute of Technology
GPA: 3.9512.2024
International Baccalaureate (IB) Diploma -
SEK International School
School Ranked #1 In Best Schools In Spain (Forbes)05.2021
Skills
- Excel (Microsoft Office)
- Intellectual horsepower
- Action-oriented
- Detail-oriented
- Problem solving
- Interpersonal savvy
- Time-management
Accomplishments
- Varsity tennis scholarship athlete at Indiana Institute of Technology.
- Member of the Alpha Chi National College Honor Society (Top 10% of best students nationwide).
Timeline
Assistant Financial Planner
Foster Financial Services
05.2024 - Current
Finance Content Creator
12.2022 - Current
Speaker
SEK Educational Institution
05.2021 - 06.2021
Tennis Coach
A.D. Tenis Colmenar Viejo
06.2018 - 08.2023
Financial Services -
Indiana Institute of Technology
International Baccalaureate (IB) Diploma -
SEK International School
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