Leslie Rodriguez, AAMS®

VP - Branch Manager

+1 407-754-3947

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 9, 10, 63, 66 Securities Licenses

Experience

26 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2024-present
  • Assistant Branch Manager, Charles Schwab & Co., Inc., 2022-2024
  • Financial Consultant, Charles Schwab & Co., Inc., 2019-2021
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2018-2019
  • Senior Associate Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2014-2018
  • Associate Portfolio Consultant, Schwab Private Client Investment Advisory, Inc., 2012-2014

Education

  • BS Finance, University of Central Florida

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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