Rodolfo M. Valdez

Registered Representative at New York Life Investments

Rodolfo M. Valdez is a registered representative with NYLIFE Securities LLC and an insurance agent with New York Life Insurance Company since 2023. Prior experience includes managing investments as a managing member of Money Tree Holdings LLC from 2021 to 2023, and providing high-end sales and service as a JLR Specialist at Jaguar Land Rover from 2019 to 2022. Rodolfo served as Chief Financial Officer at 3D Athletics Training Group, focusing on business development and capital management, and contributed as a business consultant at SABR Capital Management LLC, assisting publicly-traded clients and start-ups. Additionally, Rodolfo has experience in fitness training and customer service roles in New York's health industry. Rodolfo holds a Bachelor of Science in Business Management & Economics from The King's College, earned between 2015 and 2018.

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