Profiel
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.
Actieve functies van Siara Rodriguez
| Bedrijven | Functie | Begin |
|---|---|---|
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). | Marktstrateeg | - |
Opleiding van Siara Rodriguez
| New Jersey City University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
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 |
