Rod’s experience in operations and finance spans almost 20 years. He has held multiple leadership positions at many white-shoe firms including Morgan Stanley, Fidelity Investments, and Wells Fargo Advisors. Rod graduated with a Master of Arts in International Studies and a Master of Business Administration from the University of Utah. He began his career at E*Trade Financial (now Morgan Stanley) as a derivatives manager in the firm’s options desk.
Rod oversees business process optimization, integration and driving adoption. Rod’s relentless attention to detail allows him to help clients in key areas of process analysis and operational optimization, helping business owners streamline production, increase output, and decrease costs.
