Daniel J. Rodriguez
Directeur/Membre du Conseil chez Affiliated Wealth Partners Holdings LLC
Profil
Daniel J.
Rodriguez is currently serving as a Board of Director at The Edelman Financial Center LLC, McLarens LLC, K2 Insurance Services LLC, Affiliated Wealth Partners Holdings LLC, and Atria Wealth Solutions, Inc. He is also a Partner at Lee Equity Partners LLC since 2009.
Previously, he worked as a Board of Director at Skopos Financial LLC and as an Analyst at Morgan Stanley & Co. LLC.
Mr. Rodriguez completed his undergraduate degree from Vanderbilt University in 2007.
Postes actifs de Daniel J. Rodriguez
| Sociétés | Poste | Début |
|---|---|---|
Lee Equity Partners LLC
 Lee Equity Partners LLC Investment ManagersFinance Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York. | Private Equity Investor | 01/09/2009 |
Affiliated Wealth Partners Holdings LLC
 Affiliated Wealth Partners Holdings LLC Finance/Rental/LeasingFinance Affiliated Wealth Partners Holdings LLC engages in the provision of consumer finance services. The company was founded in 2015 and is headquartered in Scottsdale, AZ. | Directeur/Membre du Conseil | - |
Atria Wealth Solutions, Inc.
 Atria Wealth Solutions, Inc. Investment ManagersFinance Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
K2 Insurance Services LLC
 K2 Insurance Services LLC Insurance Brokers/ServicesFinance K2 Insurance Services LLC engages in the provision of underwriting and distribution franchise in the insurance market. The company was founded by Patrick J. Kilkenny and Robert James Kimmel in 2011 and is headquartered in San Diego, CA. | Directeur/Membre du Conseil | - |
McLarens LLC
 McLarens LLC Insurance Brokers/ServicesFinance McLarens LLC provides claims adjusting services. The firm specializes in the areas of property, aviation, casualty, technical services, marine and transit, crime and specie, agriculture, claims management, and audit. It manages property claims, such as hospitality, real estate, manufacturing, healthcare, technology, general commercial property, and global and regional accounts; and property loss management program that include loss valuation and mitigation, business interruption assistance, international resolution and integrated subrogation support. The company was founded in 1931 and is headquartered in Peachtree Corners, GA. | Directeur/Membre du Conseil | - |
The Edelman Financial Center LLC
 The Edelman Financial Center LLC Investment ManagersFinance The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Daniel J. Rodriguez
| Sociétés | Poste | Fin |
|---|---|---|
Skopos Financial LLC
 Skopos Financial LLC Finance/Rental/LeasingFinance Skopos Financial LLC provides auto finance contracts to dealers. It specializes in purchasing and servicing of auto finance contracts from franchised dealers. The company was founded in 2012 and is headquartered in Irving, TX. | Directeur/Membre du Conseil | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formation de Daniel J. Rodriguez
| Vanderbilt University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
The Edelman Financial Center LLC
The Edelman Financial Center LLC Investment ManagersFinance The Edelman Financial Center LLC provides financial planning and investment management services. Its staff include group of financial planners, investment advisors, insurance counselors, mortgage professionals, educators and business consultants to provide advisory services to clients. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Finance |
Lee Equity Partners LLC
Lee Equity Partners LLC Investment ManagersFinance Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York. | Finance |
McLarens LLC
McLarens LLC Insurance Brokers/ServicesFinance McLarens LLC provides claims adjusting services. The firm specializes in the areas of property, aviation, casualty, technical services, marine and transit, crime and specie, agriculture, claims management, and audit. It manages property claims, such as hospitality, real estate, manufacturing, healthcare, technology, general commercial property, and global and regional accounts; and property loss management program that include loss valuation and mitigation, business interruption assistance, international resolution and integrated subrogation support. The company was founded in 1931 and is headquartered in Peachtree Corners, GA. | Finance |
K2 Insurance Services LLC
K2 Insurance Services LLC Insurance Brokers/ServicesFinance K2 Insurance Services LLC engages in the provision of underwriting and distribution franchise in the insurance market. The company was founded by Patrick J. Kilkenny and Robert James Kimmel in 2011 and is headquartered in San Diego, CA. | Finance |
Skopos Financial LLC
Skopos Financial LLC Finance/Rental/LeasingFinance Skopos Financial LLC provides auto finance contracts to dealers. It specializes in purchasing and servicing of auto finance contracts from franchised dealers. The company was founded in 2012 and is headquartered in Irving, TX. | Finance |
Affiliated Wealth Partners Holdings LLC
Affiliated Wealth Partners Holdings LLC Finance/Rental/LeasingFinance Affiliated Wealth Partners Holdings LLC engages in the provision of consumer finance services. The company was founded in 2015 and is headquartered in Scottsdale, AZ. | Finance |
Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. Investment ManagersFinance Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY. | Finance |
