Araceli has over 25 years of experience in the financial industry providing high-quality client services. Her role in client services emphasizes working directly with clients, portfolio managers and account custodians to oversee service requests and facilitate
Araceli Rodriguez
Araceli Rodriguez
Araceli has over 25 years of experience in the financial industry providing high-quality client services. Her role in client services emphasizes working directly with clients, portfolio managers and account custodians to oversee service requests and facilitate account reporting. During her tenure at Pacific Global, she also served as manager of the firm’s shareholder services department for over 20 years. Her extensive background and knowledge in financial services administration and client servicing combined with her delightful demeanor makes her a highly valued member of our team.
Araceli has a Finance degree from California State University, Northridge (CSUN). She’s an avid LA Dodgers fan and enjoys attending concerts.