Rodrigo Caballero's Email & Phone Number

💼 Past Experience

Rodrigo Caballero's work experiences:Account Executive - Northeast & LatAm at ControlUpRodrigo Caballero worked as an Account Executive at UBS from June 2010 to August 2010 (3 months) in Greater New York City Area, United States. His most recent role at UBS was as a Wealth Management Intern in New York City Area. He is currently a Wealth Management Intern at UBS from June 2010 to August 2010 (3 months) in Greater New York City Area, United States. He worked as a Consolidated Closed Accounts and performed industry analysis on targeted equities. He also utilized the Bloomberg terminal proprietary technology to research investments to be used on asset allocation. He also participated in weekly sales meetings with financial advisors and analysts to compile information for structured products. He met with the operations, research analyst, and asset management teams to obtain figures on financial instruments for high net worth individuals and institutional investors. He met with the REIT’s and summarized the information in real estate emerging trends documentation. He also performed engagement-specific testing on industry leaders for multiple accounts for agreement to year-end financial statements. He provided balance sheet analytics and flux analysis to ensure accuracy and streamline the testing methodology utilized. He is currently a Vice President at Citi where he is responsible for fulfilling customer's expectations through providing valueadded services within the accounting and Wealth Management divisions. He worked at Morgan Stanley from October 2015 to December 2017 (2 years 3 months) in Greater New York City Area, United States. He worked with business owners and corporate executives to structure financial order and allow them to focus on what they do best. He also handles any and all financial matters including gifting and estate planning, insurance needs, lending, and most importantly, piece of mind. He also positions himself as a Chief Operations Officer (COO) at YourTicketHookup where he is responsible for fulfilling customer's expectations through providing valueadded services within the accounting and Wealth Management divisions. He has also had a role at Tintri where he introduced new business to the Southwest (SoCal, AZ, NV) and Hawaii territories and collaborated extensively with local account teams to maximize efficient follow-up and strategically penetrate open verticals. He also had a role in closing north of $1,000,000 in new logo revenue from company events, distribution lists, and channel partnerships. He is currently a Vice President at Citigroup where he is responsible for fulfilling customer's expectations through providing valueadded services within the accounting and Wealth Management divisions. He is also responsible for the company's strategic alliance with hotel management and corporate partners, as well as managing a 100% quarterly increase in strategic alliances with corporate partners. He alsoQuantified ROI via performance tools such as Google Analytics and Stat Counter to measure website traffic and determine feasible avenues of market differentiation. In his spare time, he enjoys spending time with his wife and children.

🎓 Education

Rodrigo Caballero has a Master's of Science (M.S.) in Accounting from Binghamton University. He also has a Bachelor's of Science (B.S.) from Binghamton University. Rodrigo Caballero has been a Master's student at Binghamton University since 2018. Rodrigo Caballero is currently a School of Management student at the University of Virginia.

💡 Technical & Interpersonal Skills

Additional professional, technical, and interpersonal skills Rodrigo Caballero has include:•Excellent communication and negotiation skills. Caballero has always been able to put effortlessly into words how a difficult or complex problem can be solved, no matter the size or complexity.•Electrician - Caballero has an Erdoes electrical License. Worked as a preliminary contractor for a small electrician business in his home country of Venezuela between 2004 and 2006. Miguel and Ibey were his co-workers and guidebook authors for that business.•Norman Bazile spells - Rodrigo Caballero also has a B.S. in business administration from Morehouse College in Atlanta, GA. Passed the English Comprehension Test for the United States military in 2011.