Mario Rodriguez

Mario Rodriguez Email and Phone Number

VP - Wealth Planning Analytics at Edelman Financial Engines @ Edelman Financial Engines
Mario Rodriguez's Location
New York, New York, United States, United States
Mario Rodriguez's Contact Details

Mario Rodriguez personal email

n/a
About Mario Rodriguez

Accomplished Data and Analytics leader with deep experience in the Financial Services and Healthcare industries - transforming how organizations view and utilize data and analytics to drive actionable insights across business units. Effective leader with proven ability to engage teams, influence partners and deliver timely and high-quality results.SpecialtiesAI Execution • Brokerage • Building High-Performance Teams • Business Intelligence • CRM • Data Visualizations • Data Strategy & Governance • Dashboards • Finance • Financial Services • Healthcare • KPI Metric Development • Innovation • IT Governance • Performance Management • Planning & Appropriations • Process Improvement • Reporting & Analytics • RIA • Risk Management • Sales Compensation • Sales Operations • Segmentation • Strategy Development & Execution • Transformation • Wealth ManagementTechnologies• Business Intelligence: AWS QuickSight, TIBCO Spotfire, Alteryx, Salesforce, Tableau.• Database: SQL, MySQL, DB2, Redhsift, Microsoft Access, Visual Basic, Microsoft SQL Server.

Mario Rodriguez's Current Company Details
Edelman Financial Engines

Edelman Financial Engines

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VP - Wealth Planning Analytics at Edelman Financial Engines
Mario Rodriguez Work Experience Details
  • Edelman Financial Engines
    Vp - Wealth Planning Analytics
    Edelman Financial Engines Apr 2021 - Present
    Santa Clara, California, Us
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  • Ehe Health
    Vp - Data, Reporting & Analytics
    Ehe Health Nov 2019 - Apr 2021
    New York, Ny, Us
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  • Mufg
    Director - Office Of The Cioo
    Mufg Jun 2016 - Nov 2019
    Chiyoda-Ku, Tokyo, Jp
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  • Neuberger Berman
    Consultant - Client Coverage
    Neuberger Berman Jan 2016 - Jun 2016
    New York, Ny, Us
    View
  • E*Trade Financial Corporation
    Director Business Intelligence - Sales And Service
    E*Trade Financial Corporation 2010 - 2015
    Us
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  • E*Trade Financial Corporation
    Senior Manager Business Intelligence - Product Analytics
    E*Trade Financial Corporation 2005 - 2010
    Us
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  • Jp Morgan Invest
    Senior Financial Analyst
    Jp Morgan Invest 2003 - 2005
    New York, Ny, Us
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  • State Street Research
    Senior Business Analyst
    State Street Research 2001 - 2003
    Us
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  • Fidelity Investments
    Business Analyst
    Fidelity Investments 1997 - 2001
    Boston, Ma, Us
    View

Mario Rodriguez Skills

Financial Services Financial Analysis Investments Business Analysis Analytics Risk Management Finance Securities Business Intelligence Strategy Wealth Management Management Financial Modeling Mutual Funds Leadership Capital Markets Crm Business Objects Trading Reporting And Analysis Data Visualization Strategic Financial Planning Performance Management Alteryx Sales Compensation Planning Spotfire Incentive Programs Salesforce.com Ms Access Vba Sql Crystal Reports Sales Operations Sales Management

Mario Rodriguez Education Details

  • Bentley University - Mccallum Graduate School Of Business
    Bentley University - Mccallum Graduate School Of Business
    Finance
  • Saint Joseph'S University
    Saint Joseph'S University
    Finance
  • Colegio San Ignacio De Loyola
    Colegio San Ignacio De Loyola

Frequently Asked Questions about Mario Rodriguez

What company does Mario Rodriguez work for?

Mario Rodriguez works for Edelman Financial Engines

What is Mario Rodriguez's role at the current company?

Mario Rodriguez's current role is VP - Wealth Planning Analytics at Edelman Financial Engines.

What is Mario Rodriguez's email address?

Mario Rodriguez's email address is ma****@****ade.com

What schools did Mario Rodriguez attend?

Mario Rodriguez attended Bentley University - Mccallum Graduate School Of Business, Saint Joseph's University, Colegio San Ignacio De Loyola.

What skills is Mario Rodriguez known for?

Mario Rodriguez has skills like Financial Services, Financial Analysis, Investments, Business Analysis, Analytics, Risk Management, Finance, Securities, Business Intelligence, Strategy, Wealth Management, Management.

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