Sylvia R. Rodriguez
Profile
Ms. Sylvia R.
Rodriguez is a Director-Operations & Client Services at South Texas Money Management Ltd.
She joined South Texas Money Management in July 2003.
As Operations Manager, Ms. Rodriguez was the project manager of our portfolio management system which was implemented in the spring of 2004.
She manages the administration of all client accounts and maintains the portfolio management system to ensure client satisfaction by fostering positive associations with cooperating custodians and advisors.
Ms. Rodriguez comes to the firm with more than 20 years of banking, investment and management experience from JPMorganChase, Houston, TX, and last held the position of Vice President/Business Continuity Coordinator/Risk Management.
Ms. Rodriguez’s responsibilities included creation and implementation of Business Continuity Plans, management and supervision of all aspects of the equity, fixed income and mutual funds trading operations and compliance, as well as trade reconciliations.
Ms. Rodriguez has a Bachelor’s degree in Business Administration with a concentration in Marketing from Texas A&M, Kingsville, Tx and is commissioned as a Notary Public.
Former positions of Sylvia R. Rodriguez
Companies | Position | End |
---|---|---|
JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance Founded in 2000 by Jeanie Wyatt, South Texas Money Management Ltd. is a registered investment advisor located in San Antonio, Texas. The firm provides investment advisory services to individuals, trusts, estates, employee benefits plans and endowments. | Sales & Marketing | - |
Training of Sylvia R. Rodriguez
Texas A&M University-Kingsville | Undergraduate Degree |
Experiences
Positions held
Linked companies
Listed companies | 1 |
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JPMORGAN CHASE & CO. | Finance |
Private companies | 1 |
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South Texas Money Management Ltd.
South Texas Money Management Ltd. Investment ManagersFinance Founded in 2000 by Jeanie Wyatt, South Texas Money Management Ltd. is a registered investment advisor located in San Antonio, Texas. The firm provides investment advisory services to individuals, trusts, estates, employee benefits plans and endowments. | Finance |
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