Carlos Rodriguez is a seasoned finance professional with extensive experience in portfolio management and analysis. Since May 2007, Carlos has served as a Client Portfolio Analyst at Unigestion, where analytical skills and client-focused strategies have been key contributions. Prior to this role, Carlos worked at Capital International as a Senior Portfolio Administrator from August 1997 to April 2007, developing expertise in managing client portfolios. Carlos began their career as an Accountant at Beckman Coulter from June 1994 to July 1997, providing a strong foundation in financial management. Carlos holds education credentials from ESC St-Jean.
Carlos Rodriguez
Client Portfolio Analyst
Unigestion
Switzerland, Geneva, Collonge-Bellerive
About Me
Profile Information
Client Portfolio Analyst
Unigestion
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Collonge-Bellerive
Geneva
Switzerland
Feb 28, 2025
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