505 Beach Street,
Roderick (a.k.a. Rod) has been in the financial operations and services industry since 2009. However, Rod has been providing and developing an exceptional aptitude towards servicing clients since 1988, through a variety of job experiences in the retail and supply management sectors. In 2009, Rod joined Protected Investors of America which later merged with Cambridge Investment Research.
His experience in Brokerage Operations such as opening new accounts, transfers, account maintenance, check and stock deposits, etc. made him a valuable asset in our company. Rod also has served as the point of contact with clients and partnering sponsors, providing him with a broad perspective to ultimately serve clients effectively and responsibly. Currently, Roderick is one of our excellent Customer Service Representative.