Steven Rodriguez

Steven Rodriguez has extensive experience in the finance and military sectors. Currently serving as Associate Director - Investments and previously holding various financial roles at Oppenheimer & Co. Inc. since October 2019, Steven has developed a strong background in wealth management and client services. Prior military experience includes serving as a Fire Support Team Leader and Fire Direction Officer with the United States Marine Corps. Steven's early career featured roles in customer service and marketing, including internships at PwC and Oppenheimer & Co. Educational credentials include a degree from Cal State Fullerton, College of Business and Economics.