1. Vladimir Rodriguez
4816 66th street, Apt 2
Woodside, NY 11377
Phone :(718) 864-9582
vldrodriguez@yahoo.com
PROFESSIONAL SUMMARY
Over 7 years experience in managing diverse teams, handling the dynamics of highly complex and
demanding branch environments, skills in staff training and development, new business development,
relationship building and customer service relations. Team leader with communication skills,
interpersonal, presentation and rapport building.
EXPERIENCE
10/12- 07/15 J.P. Morgan Chase Brooklyn, NY
Vice President
Branch Manager
• Oversee team’s utilization of premier client book in order to cultivate the
relationship by contacting them on a 90-day basis.
• Properly communicate with each individual department to ensure seamless
and enhanced customer experience.
• Coach team on a daily basis in order to train and develop their skills
• Perform and administer individual team reviews.
• Handle all daily assets and operations
08/09-10/12 Business Banker, Relationship Manager
• Build client relationships in order to develop and expand the business
• Provided cash management solutions to the clients financial needs.
• Develop COI’s through actively meeting with business clients in the
community.
• Provided credit and lending solutions to business clients
02/09- 07/09 New York Life Insurance Company New York, NY
Financial Services Professional
• Conducted financial needs analysis
• Managed Life Insurance, IRA, 401K Rollovers, Bonds, 529 Plans, Annuities,
Stocks
• Developed business plans and client relations
• Followed up with pending applications through the underwriting period
03/08-01/09 Edward Jones Financial Group New York, NY
Financial Advisor
• Rendered investment advice and financial planning services
• Provided proper asset allocations for individuals and business’
• Managed IRA, 401K Rollovers, Bonds, 529 Plans, Annuities, Life Insurance,
Stocks
• Evaluated clients’ financial situation and developed their portfolio
• Prospected potential clients
PROFESSIONAL DEVELOPMENT
Interboro Institute, New York, NY

2. AOS in Business Management
Licensed in Series 7 and Series 66, Life/Accident/Health, and Real Estate Salesperson License