Roberto Rodriguez Email and Phone Number
I am a diligent and passionate finance professional with demonstrable relationship building skills having spent more than a decade working with high net worth and ultra-high net worth clients. Throughout my career I have developed exemplary leadership skills, and I am particularly competent in strategic planning that bring intelligent investment strategies to life. My career has spanned multiple geographies and a wide range of clients, therefore developing an excellent grasp of different cultures and the idiosyncrasies of various working environments.
Banca Credinvest
View- Website:
- credinvest.ch
- Employees:
- 34
-
Head Of Institutional ClientsBanca Credinvest Jun 2023 - PresentZurich, Switzerland -
Senior Managing PartnerTrius Partners Ag Jan 2017 - May 2023Zürich Area, Svizzera -
Senior Investment Advisor / SpecialistUbs Jan 2012 - Dec 2016Zürich Area, SvizzeraUHNW Russia/Ukraine -
Product Sales SpecialistUbs Sep 2007 - Dec 2011Zürich Area, SvizzeraCross-asset structured products and derivatives sales specialist to UHNW -
Product Sales SpecialistUbs Dec 2004 - Dec 2006Lugano, Canton Ticino, SvizzeraFixed Income structured products and derivatives sales specialist to FIMs and HNWI. -
Structured ProductsBanca Dello Stato Del Cantone Ticino Jun 2000 - Nov 2004Bellinzona, Canton Ticino, SvizzeraDevelopment and implementation structured product sales. -
Forex TraderBanca Del Sempione Sa Jan 1998 - May 2000Lugano, Canton Ticino, SvizzeraTrading GBP book, cash management, swaps and MM placements.
Roberto Rodriguez Education Details
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Swiss Association For Quality (Saq)Uhnw Certified Wealth Management Advisor Cwma -
Euromoney TrainingStructured Products & Exotic Options -
Isma And University Of ReadingInternational Securities Industry General Certificate Programme (Isma Gcp – “Fixed Income Broker”) -
Business Administration And Finance
Frequently Asked Questions about Roberto Rodriguez
What company does Roberto Rodriguez work for?
Roberto Rodriguez works for Banca Credinvest
What is Roberto Rodriguez's role at the current company?
Roberto Rodriguez's current role is AMC | UHNW | Finance | Investment Strategy | Leadership.
What schools did Roberto Rodriguez attend?
Roberto Rodriguez attended Swiss Association For Quality (Saq), Euromoney Training, Isma And University Of Reading, Scuola Universitaria Professionale Della Svizzera Italiana (Supsi), University Of Applied Sciences And Arts Of Southern Switzerland.
Who are Roberto Rodriguez's colleagues?
Roberto Rodriguez's colleagues are Patrik Eggenberg, Marcel Bartholdi, Marcel Eichmann, Marco Zanetti, Roberta Z., Marco Mangili, Marco Aldegani.
Not the Roberto Rodriguez you were looking for?
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Roberto Rodriguez
Switzerland -
-
Roberto Rodríguez
Geneva1gmail.com -
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