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
Sales & Business DevelopmentView LinkedIn profile

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

  1. 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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Alexandra Rodriguez — Vice President Advisor at Bernstein Private Wealth Management in Boston, MA, US | Unifers