Allen Rodríguez, Cfa Email & Phone Number

I've built a comprehensive skill set to navigate various financial markets, asset classes, and investment products. Throughout my journey, I've developed expertise in equities, fixed income, currencies, commodities and derivatives. Currently serving as a Capital Markets Specialist, SVP at Citi Private Bank, I leverage this expertise to provide tailored investment solutions for UHNW individuals and family offices. My role involves crafting and pitching structured notes with currencies, rates, and global or local equities as underlying assets, as well as fixed-income instruments.From conducting analysis of financial market trends to devising customized investment strategies, I deliver solutions aligned with client investment portfolio objectives and prevailing market conditions.Previously, I spent a decade advising mid-corporate clients on market risk management solutions for their treasury operations, specializing in utilizing derivatives to hedge interest rates, foreign exchange (FX), and commodities.My credentials include holding the CFA® charter, earned through successfully passing all three examinations on my first attempt. This is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct.