Anthony Rodriguez, CFA has extensive experience in the finance industry. Anthony started their career as a Finance Analyst at US Capital Partners in 2012 and later took on roles as an Associate and Vice President in the Capital Markets and Corporate Finance department. In these positions, they were responsible for due diligence, deal management, financial modeling, and securing debt and equity offers. In 2016, Anthony joined First Republic Bank as a Senior Business Analyst before moving to Avidbank in 2017. At Avidbank, they worked their way up to the role of Senior Vice President in the Specialty Finance Division. In this role, they focus on providing debt financing to sponsor-backed companies nationwide, managing a team and overseeing various loan structures and uses of funds.
Anthony Rodriguez, CFA, obtained a Bachelor of Arts degree in Economics from the University of California, Berkeley, where they studied from 2003 to 2007. In addition to their undergraduate degree, they also hold the CFA Charterholder certification, which they obtained in March 2016 from the CFA Institute.
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