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AI ChampionTop contributor
Elena Rodriguez
Associate Director • Wealth Management
Developed AI templates for personalized client reporting serving 50,000+ clients. Champion of human-AI collaboration in advisory services.
Client CommunicationsPortfolio NarrativesPersonalization
How Elena can help
Getting started with AI tools
Best practices for your use case
Troubleshooting and optimization
Connecting you with the right resources
Availability
Office Hours
Thursdays, 2-3pm EST
Location
New York Office / Virtual
