Rod Diaz
Helping People Prepare and Plan for a Comfortable Retirement.
- Role
- Manager of Retirement Plan Services at HBKS Wealth Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Manager of Retirement Plan Services
Oct 2019 — Present · Pittsburgh, PA, US
Education
University of Notre Dame
Bachelor of Architecture (B.Arch.), Architecture
1983 — 1988
Colegio Americano
Bachelorette
1976 — 1983
Carnegie Mellon University - Tepper School of Business
MBA, Finance / Operations
1989 — 1991
Skills
- Investments
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Portfolio Management
- Series 63
- Financial Modeling
- Asset Managment
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Fixed Income
- Equities
- Series 7
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