Mario Rodriguez

Mario Rodriguez has over 24 years of work experience in various roles in the financial industry. Mario is currently the VP - Wealth Planning Analytics at Edelman Financial Engines, a position they have held since April 2021. Prior to this, from November 2019 to April 2021, they served as the VP - Data, Reporting & Analytics at EHE Health.

Before joining EHE Health, Mario was the Director - Office of the CIOO at MUFG from June 2016 to November 2019. In 2016, they also worked as a Consultant - Client Coverage at Neuberger Berman for a brief period.

From 2005 to 2015, they held various roles at E*TRADE Financial Corporation, including Director Business Intelligence - Sales and Service and Senior Manager Business Intelligence - Product Analytics. Prior to that, they worked as a Senior Financial Analyst at JP Morgan Invest and as a Senior Business Analyst at State Street Research.

Mario began their career as a Business Analyst at Fidelity Investments in 1997. Overall, they have a strong background in analytics, data reporting, and financial analysis.

Mario Rodriguez has a Master of Science degree in Finance from the Bentley University - McCallum Graduate School of Business. Mario also holds a Bachelor of Science degree in Finance from Saint Joseph's University. Prior to their higher education, they attended Colegio San Ignacio de Loyola. Mario has additional certifications in SQL For Data Science, People Analytics, Operations Analytics, and Customer Analytics, all obtained through Coursera.