Beth Rodriguez
Client Relationship Specialist
As a Client Relationship Specialist, Beth provides a high level of client services and support, handling information in a secure and discreet manner.
Outside of work, Beth also spends lots of time with family and friends, as well as cooking and being outdoors. She loves spending time with her son, Manny.
Years of Experience:
Educational Background
- Mount Mercy College, MBA, Emphasis in Quality Management
- Mount Mercy College, BA, Marketing and Finance, Minor in Accounting
Community Involvement
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
What makes me stand out to my coworkers: I am hardworking, willing to learn new things and take on projects.
What do you consider your biggest accomplishment at Private Wealth?
Taking Private Wealth’s client reports and improving them to fit our clients.
Where are you from? Where did you grow up?
Preston, IA
What are your hobbies or favorite things to do in your free time?
Reading; watching my son play sports; playing with our family puppy; working out; spending time with family and friends;
What is the best piece of financial advice you ever received?
Always save for a rainy day.
Where is the coolest place you’ve ever visited, or want to visit?
The Grand Canyon
Favorite Food?
My mom’s homemade Strawberry Pie filling
Tell us about your family, pet(s) or give a fun fact about yourself!
I have a son, Manny and a new puppy, Remi.