Priscilla Rodriguez

Private Client Associate at Realized

As a Private Client Associate at Realized, Priscilla manages the closing process, making it her priority that our clients understand the process and have all the resources they need to have a smooth experience. She assists clients with the processing of investment documents by coordinating with all parties to ensure a successful close, while effectively communicating with investors. Priscilla also lends a hand in the Realized Culture Committee.

Priscilla has over 10 years of customer relations experience in both the hospitality and retail industries. Her responsibilities included managing profitability, setting and meeting sales targets, and motivating her staff. Priscilla has a degree in Psychology with a minor in business administration. During her time at New Mexico State University, she focused on philanthropy and community outreach.

In her free time, she enjoys seeking out culinary hidden gems, walking her two large rescue pups, and listening/watching anything related to True Crime.

Links

Previous companies

Starbucks logo

Org chart

Timeline

  • Private Client Associate

    Current role

  • Client Service Specialist

  • Senior Account Specialist

View in org chart