Mindy Rodriguez
Shreveport,United States
Summary
Business driven Senior Relationship Manager / Team Financial Planner with over 10 years in the financial services industry. Constantly striving to find successful ways to acquire new clients and foster lucrative relationships. A determined leader that successfully optimizes frameworks and cultivates cohesive teams to meet and exceed financial goals.
Overview
26
26
years of professional experience
Work History
Relationship Manager, Assistant Vice President
Merrill Lynch
09.2013 - Current
- Develop and enhance ultra-high net worth client relationships
- Identify opportunities within existing book of business. Year over year growth of assets.
- Plan and implement financial goals and wealth management plans utilizing financial software
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
- Manage, develop, implement and monitor client service model in a team setting
- Added over $30 million in new deposits in 2023.
- Developed an elite client service and onboarding model and trained a team to implement and service.
Administrative Manager
Select Energy Services
07.2011 - 09.2013
- Created and implemented administrative processes for fast growing oil and gas service company
- Brand ambassador and marketing lead for ETX/NLA
- Met department budgets by monitoring and reporting on office expenses.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities across 9 divisions
- Fostered strong relationships with external vendors/partners in order to negotiate favorable contract terms that benefited both parties.
Youth Director
USAF - 65 Force Support Squadron
03.2008 - 06.2011
- USAF Civilian Contractor for 65 Force Support Squadron
- Responsible for developing and implementing educational after-school program for youth age 5-18
- Mentored staff members to enhance their professional growth and ability to support young people''s needs more effectively.
- Evaluated program effectiveness through regular data collection, analysis, and reporting on key performance indicators.
- Organized successful fundraising events that increased financial support for youth-focused initiatives significantly.
Law Enforcement - Sr Analyst
USAF
02.1998 - 08.2004
- USAF Security Forces Law Enforcement Patrolman assigned to the analysis team of 18th Security Forces Squadron
- Certified law enforcement patrolman
- Accident investigation, research and crime scene analysis
- Develop and implement reporting procedures and ensure efficient processing of accurate data.
Education
Bachelor of Science - Business Administration
University of Maryland
Adelphi, MarylandChartered Retirement Planning Counselor -
College For Financial Planning
Series 7 - Securities Representative License -
FINRA
Series 66 - Uniformed Combined State Law License -
FINRA
Certified Financial Planner - Candidate
The University of Texas At Austin
03.2024
Skills
- Wealth Management
- Financial Planning - Financial Software
- Retirement Planning
- Risk Management
- Salesforce - CRM
- Communication Skills
- Microsoft Office - Word, Power Point, Excel, Access
- Product Recommendations
- Zoom, WebEx, Skype
- Budgeting
- Business Analysis
- Networking and Fundraising
- Attention to Detail
- Product Knowledge
- Strategy Development
- Relationship building and management
- Excellent Communication
Personal Information
Title: SENIOR RELATIONSHIP MANAGER, Assistant Vice President
Timeline
Relationship Manager, Assistant Vice President
Merrill Lynch
09.2013 - Current
Administrative Manager
Select Energy Services
07.2011 - 09.2013
Youth Director
USAF - 65 Force Support Squadron
03.2008 - 06.2011
Law Enforcement - Sr Analyst
USAF
02.1998 - 08.2004
Bachelor of Science - Business Administration
University of Maryland
Chartered Retirement Planning Counselor -
College For Financial Planning
Series 7 - Securities Representative License -
FINRA
Series 66 - Uniformed Combined State Law License -
FINRA
Certified Financial Planner - Candidate
The University of Texas At Austin
Similar Profiles
Danny KashtDanny Kasht
Vice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill EdgeVice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge
GREGORY MORTENGREGORY MORTEN
Merrill Financial Solutions Advisor at MERRILL LYNCHMerrill Financial Solutions Advisor at MERRILL LYNCH
Oluwaseun AyoadeOluwaseun Ayoade
Treasury Associate (FIG) Front Office at Bank of America Merrill LynchTreasury Associate (FIG) Front Office at Bank of America Merrill Lynch
Stacey FlemingStacey Fleming
Client Service Representative at Merrill LynchClient Service Representative at Merrill Lynch
Yolanda SmithYolanda Smith
Customer Service Representative at GDiTCustomer Service Representative at GDiT