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Joseph Rodriguez
Director of Operations at Matriarch Wealth Management
Joseph Rodriguez is a professional with a Bachelor's Degree in International Business from Loyola University Maryland.
With a background in finance and wealth management, Joseph has held various roles at reputable organizations, including Director of Operations at Matriarch Wealth Management and Wealth Strategy Associate at UBS.
His experience also includes positions like Registered Client Service Associate, Client Service Associate, and Wealth Management Intern at UBS, showcasing his dedication to the financial sector.
Joseph has gained valuable insights into investment banking as an Investment Banking Summer Analyst at Marlin & Associates.
Beyond finance, he has contributed to the sports industry as a Soccer Camp Coach at Big 5 Lax & Soccer Academy Inc., highlighting his diverse skills and interests.
Additionally, Joseph has practical experience in legal and logistics sectors from his internships at Detilwer Fenton & Co. and Dai-Kichi Japanese Restaurant as a Delivery Driver.
His educational background, coupled with his professional experiences, reflects a versatile individual capable of excelling in various fields.