Derise Rodriguez-Bunn
Branch Office Administrator @Edward Jones
Portland, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2025 — Present
Branch Office Administrator @Edward Jones
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Portland, TX, US
Serve as the first point of contact for clients while supporting financial advisors with daily operations. Oversee branch operations while delivering outstanding client service. Partner with advisors to manage accounts, coordinate schedules, and maintain compliance, ensuring efficiency and trust at every step.
EDUCATION
2013 — 2014
ECornell University
Program Management and System Design
ABOUT DERISE RODRIGUEZ-BUNN
Branch Office Administrator | Delivering Administrative & Client Support in Financial Services
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