Tadeo Rodriguez
Bay Harbor Islands,FL
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management and investment. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals.
Overview
21
21
years of professional experience
Work History
Financial Advisor
Puente Servicios Financieros LLC
08.2022 - Current
- Increased client portfolios by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Established network with strong relationship management, networking, and business development skills in different markets including LATAM.
- Collaborated with team members to streamline processes, improved operations including client on boardings and overall client experience.
VP Branch Manager
M&T Bank
12.2005 - 08.2022
- Financial Service Manager responsible for outside relationship acquisition, portfolio management and growth, management of the branch sales, service and profitability
- Connecticut Life Insurance Licensed Producer: including mutual funds and annuities
- Salesforce Enterprise Champion Company Wide and PPP Loans Ambassador Project Manager
- WorkPlace Banking presentations for benefits and education, in person and digitally up to C-Level individuals
- Workshop presentations
- Champion the community to make a difference, live out the brand and expand own network
- Coach staff to maximize sales and increase the depth of the customer relationships and retention.
Assistant to Founder
Ibera LLC
09.2004 - 12.2005
- Assisted founder of commodity trading company with IT-related matters
- Planned and arranged founder’s appointments and meetings
- Oversaw the filing and general office duties.
Assistant Manager
Armonk Hardware
01.2003 - 12.2004
- Supervised employees during shift
- Created welcoming environment for customers
- Managed inventory and merchandise ordering processes
- Responsible for sales of the store.
Education
B.S in Business/Finance -
Sacred Heart University
Fairfield, CT05.2024
People’s United Bank Corporate University
Bridgeport, CT06.2008
New England College of Finance
Stamford, CT05.2006
Skills
- Securities Industry Essentials Exam certified (Series 7 scheduled in 30 days)
- CT LIfe and Health Insurance Agent
- 2021 Digital Ambassador Spotlight Award
- 2020 People’s United Bank CEO Leadership Award
- 2019 Community Champion Award recipient
- Board of Director Member and Treasurer of Non Profit
- Fluent in Spanish
- Proficient in Web Design, Microsoft Office, Salesforce, Zoom, MS Team, NETX 360 and Bloomberg
References
Available upon request
Affiliations
- Member of the USA Triathlon, USPTA and of Business Network International
Timeline
Financial Advisor
Puente Servicios Financieros LLC
08.2022 - Current
VP Branch Manager
M&T Bank
12.2005 - 08.2022
Assistant to Founder
Ibera LLC
09.2004 - 12.2005
Assistant Manager
Armonk Hardware
01.2003 - 12.2004
B.S in Business/Finance -
Sacred Heart University
People’s United Bank Corporate University
New England College of Finance
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