Perfil
Marianne Shakira Rodriguez worked as a Director & Wealth Advisor at Round Table Services LLC from 2020 to 2022.
She completed her undergraduate degree from Universidad Iberoamericana.
Antiguos cargos conocidos de Marianne Rodriguez.
| Empresas | Cargo | Fin |
|---|---|---|
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Gestor de Cartera-Acciones | 01/12/2022 |
Formación de Marianne Rodriguez.
| Universidad Iberoamericana | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Round Table Services LLC
Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
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