Katiria Rodriguez
About Katiria Rodriguez
Katiria Rodriguez is a Sr. Registered Client Service Associate at UBS, where she has worked since 2013. She previously held positions at Merrill Lynch Private Banking and Investment Group for 15 years, serving as a Senior Client Associate and Private Wealth Associate in the Greater New York City Area and Fort Lauderdale, FL.
Work at UBS
Katiria Rodriguez has been employed at UBS as a Senior Registered Client Service Associate since 2013. Her role involves providing comprehensive support to clients, ensuring their needs are met efficiently. With over a decade of experience at UBS, she has developed a strong understanding of client service in the financial sector, particularly in the Fort Lauderdale area.
Previous Experience at Merrill Lynch
Prior to her tenure at UBS, Katiria Rodriguez worked at Merrill Lynch Private Banking and Investment Group for a total of 15 years. She served as a Senior Client Associate from 1998 to 2007 in the Greater New York City Area, followed by her role as a Private Wealth Associate from 2007 to 2013 in Fort Lauderdale, FL. Her experience at Merrill Lynch contributed to her expertise in client relations and wealth management.
Education and Expertise
While specific educational details are not provided, Katiria Rodriguez's extensive career in client service within the financial industry demonstrates her expertise in client management and investment strategies. Her roles at both Merrill Lynch and UBS indicate a strong foundation in financial services and client support.
Professional Background
Katiria Rodriguez has built a solid professional background in the financial services industry. Starting her career at Merrill Lynch, she transitioned through various roles that enhanced her skills in client service and wealth management. Her current position at UBS reflects her commitment to providing high-quality service to clients.