Wellington Rodriguez
Executive Director @J.P. Morgan
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WORK HISTORY
Executive Director @J.P. Morgan
Miami, FL, US
EDUCATION
Harvard Business School Online
HBX - Leading with Finance
Florida International University - College of Business
Bachelors in Business Administration, Finance and International Business
Harvard Business School Online
HBX - Negotiation Mastery
SKILLS
ABOUT WELLINGTON RODRIGUEZ
Wellington is an Executive Director in the Miami office of J.P. Morgan Private Bank. In this role, he delivers holistic advice and guidance, helping high and ultra-high-net-worth individuals and their families build, manage and preserve wealth for themselves and future generations. Wellington works closely with his clients to gain an understanding of their personal financial goals. From there, he designs strategies that are tailored to address each client\'s unique needs - from investments and everyday banking to tax-aware borrowing opportunities, long-term financial planning and philanthropic giving.
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