Robert A. Rodriguez CFA
Verified
Excellence-driven EXECUTIVE LEADER who grows organizations, increasing impact and results. Experienced in senior-level positions in U.S.-based and global investment and non-profit organizations. Astute organizational strategist adept at capitalizing on emerging opportunities and improving operational systems. Dynamic relationship manager and persuasive communicator who swiftly builds trust with key stakeholders. Rigorous problem-solver who creates powerful and intuitive analytical frameworks. Specialist in asset allocation and portfolio management. Fluent in Spanish and French.
CORE CAPABILITIES
-- Financial Planning and Investment Advisor
-- Operations improvement
-- Data-driven innovation
-- Strategic asset allocation
-- Asset management
-- Investment product development & management
-- Economic & market analysis
-- Economic forecasting
-- Deep-dive research
-- Portfolio analytics
-- Portfolio management
-- Inflation hedges
-- Impact investing
-- Social entrepreneurship
-- Commercialization strategies
-- Venture capital pitches / core messaging
-- Organizational development
-- Growth strategies
-- Long-range action planning
-- Relationship management
-- Cross-functional management
-- Team leadership
-- Marketing and promotion
-- Business development
-- Public speaking
-- Seminar presentations
-- Endowments
-- Sovereign wealth funds
-- Philanthropic foundations
-- Client education
-- Mentorship
-- Teaching