Alexandra Rodriguez
Vice President | Advisor | Private Wealth Management | Women & Wealth | Multigenerational Families
- Role
- Vice President Advisor at Bernstein Private Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Alexandra Rodriguez
Motivated, passionate, hardworking individual with exceptional interpersonal, verbal and written communication skills. High energy, outgoing and enthusiastic with drive to be creative and takes the initiative when opportunities arise. I pick up skills quickly and apply them successfully. Contact: a••••••••@gmail.com
Experience
Vice President Advisor
Bernstein Private Wealth Management
Feb 2026 — Present · Boston, MA, US
Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future.Our advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs. Together, we make clients’ dreams a destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they’ve made.
Education
Colgate University
Bachelor’s Degree, Psychology; Economics
2012 — 2016
IES Abroad
Spanish Language and Literature
2015 — 2015
Skills
- Human Resources
- Public Speaking
- Microsoft Excel
- Powerpoint
- Communication
- Teamwork
- Series 7
- Social Networking
- Microsoft Office
- Project Management
- Customer Service
- Research
- Leadership
- Social Media
- Management
- Training
- Microsoft Word
- Time Management
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