Carlos Rodriguez
Finance
- Role
- Exclusive Financial Specialist for Allstate at Allstate Financial Services, LLC
- Location
- Chula Vista, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Carlos Rodriguez
Strong finance professional, graduated from School of Business at Cal State Northridge…
Experience
Exclusive Financial Specialist for Allstate
Allstate Financial Services, LLC
Jun 2016 — Present · Chula Vista, CA, US
Exclusively manage San Diego AllState Agencies and their clients with Business/Employee Benefits, Investments, Retirement, College Planning and Life Insurance.
Education
CSU Northridge
Bachelor's degree, Finance
2008 — 2012
Skills
- Life Insurance
- Finance
- Ownership
- Corporate Finance
- Social Media
- Successful Business Owner
- Retirement Planning
- Management
- Team Building
- Wealth Management
- Financial Data
- Retirement
- Forecasting
- Microsoft Word
- Financial Forecasting
- Investments
- Financial Planning
- Financial Analysis
- Asset Allocation
- Mutual Funds
- Microsoft Excel
- Powerpoint
- Data Analysis
- Series 6
- Public Speaking
- Microsoft Office
- Sales
- Strategic Planning
- Series 63
- Fixed Annuities
- Customer Service
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