Raymond James Financial
Aaron Rodd is a Client Services Representative at Raymond James Financial since October 2022. Prior experience includes roles as a Customer Account Specialist at Lighthouse Property Insurance, where Aaron processed over 60 endorsements daily, and as a Licensed Insurance Agent at USAA, achieving high sales quotas for property and auto policies. Additional experience comprises positions at The Tampa Theatre, Bisk, Kelly Services, Walt Disney World, New York Life Insurance Company, and Regal Entertainment Group, showcasing a strong background in customer service and account management. Aaron holds a Bachelor of Arts in English/Creative Writing from the University of South Florida, obtained between 2011 and 2013.
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Raymond James Financial
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Under intermittent supervision, uses knowledge and skills obtained through education, experience, specialized training and/or certification in securities and/or banking industry to ensure compliance with all securities and/or banking rules and regulations. Coordinates compliance functions, guides compliance efforts, and acts as a liaison between functional areas. Assists with large projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Develops recommendations for departmental and business processes and procedures to improve internal controls and mitigation strategies. Maintains extensive contact with internal customers to identify, research, analyze and resolve complex issues.