Since 2018, Daniel Rodriguez has been working in Franklin Templeton Investments located None, None. Daniel Rodriguez is a qualified Vice President - Private Wealth Director with over 27 years of work experience. According to Daniel's resume and work profile, Daniel Rodriguez has worked at more than 15 places with numerous backgrounds and gained various skills. Daniel attended school at the University of South Florida from 2015 to 2016. This professional has professional certification as International Certificate In Banking Risk and Regulation and Licensed Community Association Manager (Lcam) and this expert has studied Spanish and English. Daniel can be found in Fort Lauderdale, Florida – where the professional is currently located. You can search for this person's phone and email. We can also provide you additional contact information upon request.
Name variants:
Danial Rodriguez,
Dan Rodriguez,
Danny Rodriguez
Contact Information
Last Update
Jul 3, 2022
Email
dr**@pb-santander.com, dr**@yahoo.com, da**@yahoo.com
Location
Fort Lauderdale, FL
Company
Workplace
Colleagues
Work History
Vice President - Private Wealth Director
Product liaison and distribution for Registered Independent Advisors, Family Offices and Bank Trusts in the North Eastern / Mid Atlantic region of the US. Using a proactive, yet consultative...
from Jun 2018
Director of Finance
Hired by Merrill Lynch client to lead effort in structuring and preparing privately held company for acquisition by a NY based Private Equity firm.
Jun 2017 — Jun 2018
Financial Advisor, Senior Portfolio Advisor
New York, NY
1.6 Billion AUM team based in Houston - Reichek Gladstein Group. Advised high net-worth clients, corporations, and 401(k) plans. Responsibilities included creation and presentation of financ...
Feb 2016 — Jun 2017
Automotive New and Pre-Owned Sales Associate
Product presentation and delivery
Face to face contact with prospective buyers or lessees
Prospect new clients via phone or email
Contract negotiation
Dec 2011 — Jun 2012
Property Manager - Brickell Harbour Condominium
Managed waterfront high-rise luxury condominium (164 units) and amenities (marina, tennis court, pool and spa, fitness center, and club/recreation room)
Prepared annual budgets totaling $1...
Jun 2005 — Oct 2005
Sr. Operations Administrator
Coral Gables
Solely responsible for all aspects of the asset marshalling process for the Wealth
Management Division
Sending incoming and outgoing tran...
Mar 2005 — Jul 2012
Project Manager and Assistant Property Manager - Floridian of Miami Beach
55 east Monroe St SUITE 3900, Chicago, IL 60603
Project Manager for apartment to condominium conversion of 334 units
Supervised and coordinated construction/conversion project, subcontractors, vendors, and maintenance staff
Negotiated ...
Dec 2003 — May 2005
Assistant Prop Manager-Floridian of Miami Beach,Southgate Towers, Garage Admin-The Shoppes at West Avenue
Jan 2003 — Dec 2004
Accounting Administrative Support
1 Hsn Dr, St Petersburg, FL
Performed financial analysis of department’s business activities
Budget planning and readjustment to improve profitability
Developed and implemented department’s inventory and quality rep...
Mar 2002 — Jan 2003
Portfolio Administrator
Responsible for several hundred private client accounts
Downloading client account transactions from different broker systems and shadowing into our system
Calculating net taxes from dividen...
Jun 2000 — Jul 2004
Accountant Assistant
Responsible for assisting the accountant
Bank reconciliations. Sorting, distributing/filing invoices
Entering bank statements, wire transfers, sales in account receivables
Oct 1999 — May 2000
Finance Director Administrative Support
Prepared transaction department management reports
Assisted with month-end close, prepared and entered monthly journal entries
May 1997 — Jul 1999
Education
2015 — 2016
2010 — 2011
1999 — 2001
1996 — 2000
Occupations
Executive
Assistant Vice President
Financial Broker
Credit Risk Analyst
Lawyer
Agents
Vice President
Chief Executive
Financial Center Manager
Financial Manager
Skills
Credit
Portfolio Management
Account Reconciliation
Banking
Investments
Credit Analysis
Wealth Management
Fixed Income
Credit Risk
Financial Risk
Private Banking
Customer Service
Aml
Accounting
Trading
Equities
Commercial Banking
Market Risk
Liquidity Risk
Risk Management
Financial Analysis
Financial Services
Bonds
Asset Management
Qrm
Quantitative Risk Management
Sql
Spanish
Property Management
Financial Reporting
Administration
Budgeting
Bookkeeping
Accounts Payable
Accounts Receivable
Negotiating Contracts
Resource Management
Excel
Word
Powerpoint
Peoplesoft
Cash Handling
Quickbooks
Budgets
Microsoft Excel
Finance
Cash Flow
Microsoft Word
Contract Negotiation
Management
Leadership
Sales
Team Building
Customer Satisfaction
Time Management
Negotiation
Microsoft Office
Team Leadership
Vendor Management
Microsoft Outlook
Mutual Funds
Alternative Investments
Financial Advisory