Roberto Rodriguez

Roberto Rodriguez Email and Phone Number

AMC | UHNW | Finance | Investment Strategy | Leadership @ Banca Credinvest
lugano, ticino, switzerland
Roberto Rodriguez's Location
Baar, Zug, Switzerland, Switzerland
About Roberto Rodriguez

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.

Roberto Rodriguez's Current Company Details
Banca Credinvest

Banca Credinvest

View
AMC | UHNW | Finance | Investment Strategy | Leadership
lugano, ticino, switzerland
Website:
credinvest.ch
Employees:
34
Roberto Rodriguez Work Experience Details
  • Banca Credinvest
    Head Of Institutional Clients
    Banca Credinvest Jun 2023 - Present
    Zurich, Switzerland
  • Trius Partners Ag
    Senior Managing Partner
    Trius Partners Ag Jan 2017 - May 2023
    Zürich Area, Svizzera
  • Ubs
    Senior Investment Advisor / Specialist
    Ubs Jan 2012 - Dec 2016
    Zürich Area, Svizzera
    UHNW Russia/Ukraine
  • Ubs
    Product Sales Specialist
    Ubs Sep 2007 - Dec 2011
    Zürich Area, Svizzera
    Cross-asset structured products and derivatives sales specialist to UHNW
  • Ubs
    Product Sales Specialist
    Ubs Dec 2004 - Dec 2006
    Lugano, Canton Ticino, Svizzera
    Fixed Income structured products and derivatives sales specialist to FIMs and HNWI.
  • Banca Dello Stato Del Cantone Ticino
    Structured Products
    Banca Dello Stato Del Cantone Ticino Jun 2000 - Nov 2004
    Bellinzona, Canton Ticino, Svizzera
    Development and implementation structured product sales.
  • Banca Del Sempione Sa
    Forex Trader
    Banca Del Sempione Sa Jan 1998 - May 2000
    Lugano, Canton Ticino, Svizzera
    Trading GBP book, cash management, swaps and MM placements.

Roberto Rodriguez Education Details

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?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.