Emily Rodriguez, Cfa Email & Phone Number

Nashville, TN, US

Nashville, TN, US

Nashville, TN, US

• Fixed Income Portfolio Management Group - Municipal Bonds

Nashville, TN, US

• Partnered with 8 portfolio managers to oversee $25B+ in assets under management across the following equity investment teams: Global, International and US Strategic Core; US Small and SMID Cap Value; US Small Cap Core.

Nashville, TN, US

Nashville, TN, US

Knoxville, Tennessee, US

• Collaborated with cohort analysts to manage a $500K portfolio for the TVA, generating a portfolio return of 36.99% in 2019 and 5.51% alpha relative to the S&P 500
• Sector Coverage: Consumer Discretionary (Lead), Consumer Staples, Financials, and Healthcare

Nashville, TN, US

• Understood end-to-end business processes to perform workflow mapping and analysis, in order to evaluate key risk areas
• Analyzed current-state automation and proposed solutions to address deficiencies by standardizing data, automating work flows, and reducing manual intervention
• Collaborated with technology development teams to create an integrated dashboard to automate the delivery of model portfolios to clients
• Performed system testing, documentation, and implementation to automate foreign exchange spot orders
• Gathered information to create quick cards for accounts eligible to participate in IPOs and Secondary Offerings, enabling on-the-fly decision making when indicating for new deals

London, GB

• Collaborated with senior stakeholders, including the Global Client Service Partner and Business Development leads, to strategize a response to a $15 million RFP for one of the world’s largest sovereign wealth funds
• Compiled and edited a regional guide with comprehensive tax specific and financially relevant information for ultra-high net worth individuals looking to structure their family office in Asia Pacific
• Assisted clients with preparation of compliance reports for FATCA and CRS due diligence and reporting
• Understood business requirements and translated detailed requirements into clear and succinct user stories
• Supported go-to-market initiatives including organizing a first time FATCA and CRS academy for Singapore financial institutions, including coordinating event logistics, preparing client communications, and reviewing.

Salem, Oregon, US

• Served as a mentor to and consulted teams of high school students for investment portfolio and business plan competitions at Oregon State University and the University of Portland
• Provided knowledge on financial forecasting and strategy, as students competed to gain the highest stock price in BizSim, a business simulator
• Supported training of students on financial analysis and valuation, and assisted in applying the concepts as they competed to maximize portfolio returns
• Collaborated with staff and interns to coordinate with guest speakers, develop investing and entrepreneurship curriculums, and conduct life balance activities

Seattle, Washington, US

• Consistently ranked as the department’s top seller, exceeding daily sales goals by an average of 60%
• Sold $30,000 in merchandise during the first 3 weeks of the Nordstrom Anniversary Sale
• Participated in a fast paced and competitive commission-based sales environment
• Communicated effectively with international customers and established long-term relationships with local customers

Woodland Hills, CA, US

• Tele-marketed insurance services to targeted potential customers
• Reviewed existing customer records to renew and expand services

Bachelor Of Accountancy, Accounting

Bachelor Of Business Administration - Bba, Managerial Finance