MARIO RODRIGUEZ
Portfolio Manager
  • Over 4 years of investment experience as a Financial Consultant in Charles Schwab assisting clients with financial planning, asset allocation and portfolio evaluation and Trader in Citigroup focusing on USD denominated High Yield and Sovereign credit for Latam clients. Prior to Charles Schwab, Financial Analyst in Popular for the credit risk department making macro research for Puerto Rico and USA, evaluating loan portfolio metrics and preparing managerial reports.​
     

  • MBA Finance – Interamerican University of Puerto Rico (2011)​
     

  • BBA Accounting – Polytechnic University of Puerto Rico (2006)​
     

  • Chartered Financial Analyst (2022)​
     

  • Certified Public Accountant (2021)​