Jacob Rodriguez Email & Phone Number

Pleasanton, California, United States

Oversee the financial operations department and serve as the primary contact for complicated client matters. Manage a team of operation and client service representatives to ensure all client requests are properly completed in a timely and remarkable manner. Conduct research/comparison of new or superior investment opportunities and pitch them to the investment team for potential implementation. Monitor investment performance for various allocation models. Help clients gain access to advanced wealth solutions such as private equity/investments, direct indexing, exchange funds, and institutional perks. Specialize in serving professionals of publicly traded companies in the greater Bay Area to navigate their complicated equity compensation packages to diversify and secure their retirement.

Pleasanton, California, United States

A registered investment advisory (RIA) firm serving professionals of publicly traded companies to help them manage their complex financial situations and employee stock options guiding them through a constantly evolving investment landscape. Working with Sierra Pacific Financial Advisors our clients receive institutional-level wealth solutions, thorough analysis of their financial situations, and retirement and tax planning. With locations across the Bay Area and proximity to Silicon Valley, our team of dedicated advisors is devoted to providing innovative solutions tailored to each of our clients' particular situations.

Successfully restore classic vehicles for resell. Research and collaborate with Technical Subject Matter Experts (SMEs) as well as vendors, resulting in fully-functioning and operable vehicles. Market vehicles for sale through social media outlets. Host and present car features to prospective customers. Sell vehicles for profit. Experienced in the repair and sale of motor vehicles.

Hayward, California, United States

A 6-month program run by Alameda County designed to help small business owners in Hayward, San Leandro, and Oakland (who were severely impacted by the COVID-19 pandemic) create an eCommerce platform and build an online presence.

San Ramon, California, United States

Designed and built a retaining wall, paver walkway, and French drains in the undeveloped backyard of aSan Ramon home. Knowledgeable with cement and mortar, power tools. Building the retaining wall included very precisely placing and cementing a foundation in place, hand picking and transporting over 200 cement blocks, and using mortar to hold blocks together for strength. The retaining wall and paver patio were precisely built and look fantastic, a result of very strong workmanship.

Dublin, California, United States

Managed restaurant and supervised 6 staff members (i.e., cashiers, servers, and cooks) throughout multiple shifts. Known for problem-solving through adversity (i.e., short staff, low inventory, etc.) while maintaining a positive demeanor and high customer service. Managed every aspect of catering events: preparation, delivery, dinner, and clean up. Manage ~$3500 in daily restaurant sales.

Business Administration, B.S., Finance Concentration

Education record