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Siara Rodriguez
Stratega di mercato presso AJ Wealth Strategies LLC
Profilo
Ms. Siara Rodriguez is a Business Strategy Analyst at AJ Wealth Strategies LLC.
She works closely with the Managing Partners to strategically create, develop, and implement core business operations.
Technology, quality control, and efficient processes ensure that AJ Wealth consistently provides a high level of service to all clients, and she is integral in helping to come up with practical solutions.
This includes analyzing firm needs, identifying gaps in procedures, making recommendations for improvements, and designing modifications.
Ms. Rodriguez graduated from New Jersey City University in 2015 with a degree in Mathematics and a minor in Economics.
Posizioni attive di Siara Rodriguez
Società | Posizione | Inizio |
---|---|---|
AJ Wealth Strategies LLC
![]() AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s). | Stratega di mercato | - |
Formazione di Siara Rodriguez
New Jersey City University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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AJ Wealth Strategies LLC
![]() AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s). | Finance |
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