Rudy Rodriguera
El Cajon,CA
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Relationship Manager
Fidelity Investments
San Diego, CA
10.2023 - 10.2025
- Developed and maintained 400+ strong relationships with high-net-worth clients, guiding them through the financial planning process.
- Conducted regular client meetings to assess progress, discuss growth opportunities, and address any concerns.
- Collaborated effectively with colleagues and leadership, demonstrating a commitment to client satisfaction, which resulted in approximately 90% client satisfaction per quarter.
- Prepared detailed reports on financial status of clients' investments.
- Utilized financial software for forecasting future asset projections to drive desired outcomes.
- Provided ongoing support throughout the sales cycle by tracking inquiries, resolving issues, and following up on requests on time.
Sales Consultant
AT&T
San Diego, CA
09.2019 - 05.2023
- Consistently exceeded sales goals by leveraging solution-selling techniques and exceptional customer relationship management.
- Analyzed customer needs to match products and services, improving satisfaction and retention.
- Resolved disputes through active listening and problem-solving, achieving 90–100% customer satisfaction.
- Earned the “Business Expert” title for three consecutive years.
Sales Lead Generator
Mauzy Heating, Air & Solar
San Diego, CA
08.2018 - 09.2019
- Generated and qualified leads through residential visits and cold calls, boosting installations and revenue.
- Entered and maintained detailed client data, ensuring accuracy and follow-up effectiveness.
Education
Bachelor of Science (B.S.) - Financial Services
San Diego State University
San Diego, CA05.2023
Associate of Science (A.S.) - Business Administration
San Diego Mesa College
San Diego, CA06.2021
Skills
- Financial planning and relationship management
- Sales strategy and customer engagement
- Microsoft Office Suite proficiency
- Strong communication and interpersonal skills
- Adaptable, detail-oriented, and results-driven
Certification
Series 7 - General Securities Representative, issued by FINRA (Active)
Timeline
Relationship Manager
Fidelity Investments
10.2023 - 10.2025
Sales Consultant
AT&T
09.2019 - 05.2023
Sales Lead Generator
Mauzy Heating, Air & Solar
08.2018 - 09.2019
Bachelor of Science (B.S.) - Financial Services
San Diego State University
Associate of Science (A.S.) - Business Administration
San Diego Mesa College