Kevin Rodriguez

Financial Advisor at Edward Jones, CFP®, AAMS™

Role
Financial Advisor at Edward Jones
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kevin Rodriguez

Serving as an Edward Jones financial advisor has allowed me to accomplish my life goal of creating a career focused on helping others. Our team is passionate about the work that we do and the people that we serve in our community. I was born and raised in Colorado and had the pleasure of attending Washington College in Chestertown, MD for my undergraduate degree. I was recruited to Washington College for athletics and was fortunate enough to be a member of both the men\'s varsity soccer team and the men\'s varsity rowing team. I was able to study abroad at Rhodes University in South Africa and left Washington College with a degree in international studies. After college I made my way back to Colorado to pursue my career in business with a focus on helping people and our community. I worked for two separate Colorado-founded companies and earned my MBA in global social and sustainable enterprise from Colorado State. In 2016, as a perfect synergy of my education, my work experience and passion to make a difference, I joined Edward Jones. Our purpose is to help people realize and achieve their life goals. Whether that goal is retiring on-time with dignity or creating/managing multiple streams of income in retirement, we can help. We focus on building personalized comprehensive strategies to help ensure our clients\' dreams are fulfilled.My branch office administrator Wanda Hodgell, also a Colorado native, has extensive experience in the banking and financial industry. In our branch we are dedicated to serving the community of Longmont and providing the highest level of quality service. Outside the office we enjoy activities that are all things Colorado: fly fishing, skiing/snowboarding, golfing, mountain biking, running, hiking and camping just to name a few. We actively volunteer in a variety of organizations throughout Colorado with the intent of making our community a better place for all. Please let us know how we can be of service to you and your instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jun 2016 — Present

Education

  • Rhodes University

    Political Science, Study Abroad

    2008 — 2009

  • Colorado State University

    Master of Business Administration (M.B.A.) in Global, Social, Sustainable, Enterprise, Social Entrepreneurship and Sustainability

    2012 — 2013

  • Washington College

    Bachelor of Arts (B.A.), International Studies; African studies and Political science

    2006 — 2010

Skills

  • Time Management
  • Quality Assurance
  • Public Speaking
  • Bonds
  • Team Leadership
  • Social Media
  • Program Management
  • Logistics
  • Training
  • Customer Satisfaction
  • New Business Development
  • Sales Management
  • Sales
  • Roth Ira
  • Forecasting
  • Project Planning
  • Supply Chain
  • Social Networking
  • Product Development
  • Analysis
  • Account Management
  • Management
  • Team Building
  • Strategic Planning
  • Leadership
  • Retail
  • Sep Ira
  • Marketing
  • Retirement Planning
  • Business Strategy
  • Teamwork
  • Market Research
  • Project Management
  • Process Improvement
  • Inventory Management
  • Inventory Control
  • Coaching
  • Data Analysis
  • Social Media Marketing
  • Manufacturing

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