Current Position:
Operations Manager & Investment Associate at Sierra Pacific Private Wealth, LLCExperience:
10 yearsLocation:
Pleasanton, CaliforniaJan 2023 - Current
Mar 2022 - Dec 2022
Jan 2019 - Jan 2023
Jul 2022 - Dec 2022
Jan 2020 - Jan 2022
Jan 2015 - Jan 2019
Business Administration, B.S. at California State University - East Bay
Dublin High School
Name: Sierra Pacific Private Wealth, LLC
Speciality: Wealth Management, Investment Management, Executive Compensation Planning, Concentrated Stock Diversification, Personal Financial Planning, Tax-Aware Investing, Estate Planning, Wealth Transfer, Philanthropic Investing, Woman's Finance, Fee-Only Fiduciary
Location: Pleasanton, CA, United States
Employees: 1-10
HQ Phone: (925) 223-8868
Description: About Us: At Sierra Pacific Private Wealth, we believe financial success goes beyond numbers—it’s about empowering lives, creating opportunities, and building lasting legacies...
How long has Jacob Rodriguez been working as a Operations Manager & Investment Associate?
Jacob Rodriguez's total experience in various companies as a Operations Manager & Investment Associate 2 years 8 months.What is Jacob Rodriguez's minimum period of employment in the companies?
Jacob Rodriguez's minimum period of employment in various companies is 5 months.What is Jacob Rodriguez's average duration of employment for different companies?
On average, Jacob Rodriguez works for one company for 2 years 3 monthsWhat industries has Jacob Rodriguez worked in?
Jacob Rodriguez works in the Financial Services. Previously, Jacob Rodriguez worked in the Government Administration.What positions has Jacob Rodriguez held before?
Previously, Jacob Rodriguez worked as a Financial Operations Associate, and Car Sales/ Entrepreneur, and California Shop Small e-Commerce Marketing Consultant, and Construction Lead, and Event Manager/ Supervisor.How do I contact Jacob Rodriguez?
Jacob Rodriguez's email address is r************b@sierrapacificpw.com, phone number is +1-***-***-1842. Sign up to get contact details.Who is the President/CEO/Director of the Sierra Pacific Private Wealth, LLC?
The President/CEO/Director of the Sierra Pacific Private Wealth, LLC is Glen JonesFind email for 850M+ professionals