Keith Rodrigo Email & Phone Number

London, Gb

London, England, United Kingdom

Orgvue is a SaaS-based organization design and workforce planning tool that enables you to see, design, plan and monitor your workforce to align, advance, and accelerate your business.Our platform gives unrivalled clarity on what's really going on in your organization, making connections between your business strategy, the work, and your workforce, so you can confidently get the right people, doing the right things, at the right time.

A Strategy Manager responsible for the framing and design of initiative analysis and turning data to insights. Owning client and stakeholder relationships and ensuring strategic alignment of business units to wider enterprise objectives.

A Senior Strategy Analyst responsible for advanced analytical and development of business strategies. Collaborating directly with clients and stakeholders to progress initiatives. Primarily working on business and process simplification initiatives and operating model redesign across the enterprise.

A Strategy Analyst responsible for conducting research, analysis and modelling to support the development of business strategies within the organisation. Working with managers and leads to provide insights and recommendation to support decision making primarily in the simplification and cost reduction space

As a financial advisor, my main goal is to help clients make informed financial decisions that align with their goals and needs through providing advice across various areas such as: superannuation, investments, insurance, debt management, social securities and retirement planning.Also played a large part in improving the business’ commerciality through various initiatives to increase client experience, reduce operational costs and increase adviser efficiencies whilst respecting risk.

Melbourne, Victoria, Australia

A customer service manager in a financial planning firm. I lead a team of 5 customer service representatives responsible for answering client inquiries, resolving issues, and providing information on financial products and services. My scope expanded to other business requirements such as migration to cloud based filing solutions, effective change management plans when new legislation impacted business processes. And also included more advice specific requirements such as: Paraplanning activities (specifically ROA’s and Execution Only advice documents), XPLAN Wealthsolver and Risk Researcher analysis and risk mitigation overseeing compliance and controls for advisers in the practice.

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Bachelor'S Degree, Business (Accounting) And Business (Banking And Finance)

Diploma, Financial Planning + Rg146Smsf

Financial Planning Skills Unit, Financial Planning And Services

Certified Financial Planner, Financial Planning And Services