David Roderick: Email & Phone Number
Opt-OutPosition:
Paraplanner at Shine Wealth - Ameriprise Financial
Location:
St Paul, Minnesota, United States
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Sign up to search for other David Roderick's across our 850M+ professionals databaseWork Experience 8 years
Sep 2025 - Current
Feb 2025 - Sep 2025
Sep 2023 - Jan 2025
Jun 2023 - Sep 2023
Jun 2021 - Jul 2023
Aug 2020 - May 2021
Jun 2018 - Jul 2019
Their professional focus is Financial Planning, Microsoft Excel, and Microsoft Office across 3 core areas.
David holds CFA Program Level I, Accredited Portfolio Management Advisor, and Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities certifications.
Education
Bachelor's degree at California State University, Bakersfield
Associate of Arts - Business, Associate of Arts and Sciences - Human Movement Science at North Iowa Area Community College
University of Oklahoma
Minnetonka Public Schools
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