Rodrigo Diaz Email & Phone Number

36 W Pike St, Covington, KY 41011

• Formats compliance manuals, code of ethics, and integrates DOL rollover language, ensuring regulatory compliance and user-friendly accessibility.
• Develops and delivers presentations on funds and investments, educating on financial topics, and effectively conveying key information to the client.
• Conducts quarterly testing for multiple RIA clients, covering areas such as fees, suitability, email compliance, and client categorization by state.

Cincinnati, Ohio, United States

• Assisted directors with excel and IT skills achieving completion of projects before deadlines.
• Supervised the Office of Innovation front desk resulting in a more organized and respectful environment, while also assisting visitors and students.
• Organized ESPORTS Lab and assist students and clubs with computer management, signing into the lab and achieving a high level of enjoyment for the gamers.

Cincinnati, Ohio, United States

• Received calls regarding campus tours and events managing to schedule prospective students any date and time.
• Assisted applicants with their admission applications achieving a higher chance for admission acceptance.
• Clarified any doubts regarding admissions or general University of Cincinnati questions expanding the caller’s knowledge.

Levelland, Texas, United States

• Served food to approximately 300 South Plains College students and staff with 100% efficiency, resulting in a faster and streamlined waiting process.
• Assisted the cleaning crew four times per week during shutdown and led dish room operations once every student was satisfied.
• Closed the dining room when students and teachers had left, resulting in an organized and clean environment.

Tegucigalpa, Francisco Morazán, Honduras

• Contacted 95 Claro clients per day and offered them a more efficient and affordable phone plan, resulting in increased customer satisfaction and savings.
• Received technical calls from clients experiencing service interruptions with their home cable or internet and helped them solve their issues, boosting service quality.
• Called customers who could be interested in becoming a Claro client and offered them a personalized plan that suited them best, resulting in a more informed purchase decision.

Finance, General, 3.87

Activities and Societies: Alpha Kappa Psi Dean's List Fall 2022

Business Administration And Management, General, 4.0

Activities and Societies: Phi Theta Kappa Honors Society