Dolores Rodriguez helps ensure smooth operations at The Leonard Financial Group, LLC. She has more than 10 years of experience as an administrative assistant.
The Los Angeles-area native handles clerical and bookkeeping tasks for the firm, the travel itineraries, fund prospectus information management, inputting of quarterly portfolio reports, monthly invoice work, and much more.
"Things change by the second," Dolores says. "Sometimes it’s pretty hectic.". She says she keeps her cool and keeps everything on track through disciplined prioritizing.
Dolores and her husband of 12 years have two sons. In her leisure time, Dolores enjoys sightseeing and dancing.