Alex Rodriguez
Managing Partner & Chief Investment Officer @Firstrise Investments
Miami-Fort Lauderdale, FL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2025 — Present
Managing Partner & Chief Investment Officer @Firstrise Investments
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Fort Lauderdale, FL, US
SKILLS
InvestmentsEducational SeminarsPowerpointMicrosoft ExcelFinancial AnalysisDeferred CompensationBuy-Sell AgreementsFinancial ModelingBloombergNon Qualified Retirement PlansRoth IraVariable AnnuitiesUniversal LifeNeeds AnalysisValuationInsuranceLong-Term CareFixed Income InvestmentsRetirement PlanningSeries 63FinanceEquity InvestmentsDisability InsuranceTraditional IraResearchFixed AnnuitiesPrivate Placements401k RolloversWealth Management529 PlansTerm Life InsuranceDeffered AnnuitiesVariable Universal LifeSeries 7Tax Shelters401kSeries 65Securities403 BPublic Speaking
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