William Rodriguez

William Rodriguez has had extensive work experience in the financial industry. William started their career at DWS Investments in 2000 as an Investment Representative and remained with the company until 2006. William then joined Mesirow Financial as a Cash Management/Operations Associate from 2006 to 2009. In 2010, they worked at Newedge as a Treasury Consultant/Reconciliation Analyst. From 2011 to 2017, they worked at Cetera Financial Specialists as a Senior Product Solutions Specialist in Portfolio Advisory Services. In 2017, they moved to Cetera Financial Group and took on the role of Team Lead for Portfolio Advisory Services.

William Rodriguez attended the University of Illinois Urbana-Champaign from 1995 to 2000, where they obtained a Bachelor of Arts degree in Economics.