Jorge Rodriguez
Norwalk
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Results-oriented professional with extensive experience in financial planning and strategic thinking. Demonstrated success in advising clients on investment strategies and enhancing customer satisfaction through effective communication.
Overview
11
11
years of professional experience
9
9
years of post-secondary education
1
1
Certification
Work History
Assistant Swimming Coach
Zeus Swim Team
Norwalk
02.2025 - Current
- Assisted head coach in developing training programs for swimmers.
- Organized and conducted daily swim practices for various skill levels.
- Monitored swimmer performance and provided constructive feedback during practice sessions.
- Supported swimmer development through individualized coaching sessions and goal setting.
- Collaborated with parents to address swimmer progress and foster communication within the team.
- Communicated effectively with parents regarding their children's progress throughout the season.
- Evaluated new equipment needed for optimal performance.
- Coordinated travel arrangements for away meets and tournaments.
AVP Financial Solutions Advisor
Merrill
Stratford
01.2025 - Current
- Assisted clients in identifying financial goals and investment strategies.
- Developed personalized financial plans based on client needs and risk tolerance.
- Reviewed client portfolios regularly to ensure alignment with financial objectives.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
Swimming Head Coach
Stamford Jewish Community Center
Stamford
12.2023 - 02.2025
- Developed training programs to enhance athlete skills and performance.
- Organized team practices to improve coordination and strategy execution.
- Mentored junior coaches to foster professional development and teamwork.
- Led team meetings to communicate goals, strategies, and expectations effectively.
- Ran drills and fitness circuits to improve athletes' coordination and skills.
- Collaborated with peer and parent liaisons to achieve program growth while managing coaching development.
- Managed staff of assistant coaches to ensure proper coaching techniques were being used during practices and games.
Officer Financial Solutions Advisor
Merrill
Stamford
08.2022 - 01.2025
- Consulted with clients to assess and meet short- and long-term financial goal.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Director of Aquatics
Santo Domingo Country Club
Santo Domingo
10.2019 - 07.2021
- Managed daily operations of aquatic facilities at Santo Domingo Country Club.
- Supervised lifeguard staff, ensuring safety and adherence to protocols.
- Developed and implemented aquatics programming for all age groups.
- Created marketing materials to promote the aquatic center's services and events.
Director of Aquatics/Swimming Head Coach
Alpha Aquatics
Nassau
10.2014 - 09.2019
- Evaluated program performance and recommended adjustments for continuous improvement.
- Fostered a culture of teamwork and communication among diverse teams.
- Recruited, trained, supervised, evaluated and mentored staff members.
- Managed communication between staff, athletes, parents and guardians and other stakeholders involved in the program.
- Motivated swimmers through positive reinforcement while also holding them accountable for their actions both inside and outside of the pool.
Education
MBA - Finance
Liberty University
Lynchburg, VA 06.2018 - 03.2023
BBA - Business Administration
American University of Puerto Rico
Bayamon, PR 01.2004 - 07.2008
Skills
- Financial planning
- Investment strategies
- Client onboarding
- Customer relationship management
- Effective communication
- Strategic thinking
Certification
- SIE
- Series 7
- Series 66
- Charted Retirement Planning Counselor
- Financial Modeling and Business Valuation Analyst
- Bloomberg Market Concept
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Assistant Swimming Coach
Zeus Swim Team
02.2025 - Current
AVP Financial Solutions Advisor
Merrill
01.2025 - Current
Swimming Head Coach
Stamford Jewish Community Center
12.2023 - 02.2025
Officer Financial Solutions Advisor
Merrill
08.2022 - 01.2025
Director of Aquatics
Santo Domingo Country Club
10.2019 - 07.2021
MBA - Finance
Liberty University
06.2018 - 03.2023
Director of Aquatics/Swimming Head Coach
Alpha Aquatics
10.2014 - 09.2019
BBA - Business Administration
American University of Puerto Rico
01.2004 - 07.2008