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Stephen Rodriguez
Private Client Advisor at JPMorgan Chase Bank, NA
Stephen Rodriguez is a versatile professional with a diverse background in finance, marketing, public relations, and communications.
He holds a Bachelor of Arts degree from Furman University and an MBA from St. Edward's University.
Currently, Stephen serves as a Private Client Advisor at JPMorgan Chase Bank, N.A., where he leverages his expertise to guide clients in their financial decisions.
Prior to his current role, Stephen held various positions at Dimensional Fund Advisors, including Sr. Associate in the Bank Trust Group, Marketing Operations Supervisor, and Senior Marketing Associate.
His experience also includes serving as the Public Relations & Social Media Manager at St. Edward's University, Senior Manager at Phillips & Company, and Manager of Sports Communications at Major League Soccer.
Stephen's career began with roles as an Account Executive at Jackson Spalding Communications and the Atlanta Hawks, showcasing his strong communication and client relationship skills.
With a rich history in finance, marketing, and public relations, Stephen Rodriguez brings a unique blend of skills and insights to his current role at JPMorgan Chase Bank, N.A.