Leadership & Vision
Mr. Rodriguez holds the following designations:
Certified Investment Management Analyst CIMA®
Certified Financial Planner CFP®
Accredited Investment Fiduciary AIF®
Areas of Focus:
Jeffrey Rodríguez has over a decade of experience advising institutional investors, community-based financial institutions, and multi-generational families across Puerto Rico and the United States. He is known for translating complex financial concepts into clear, actionable strategies for boards, committees, leadership teams, and families.
Licenses & Registrations:
Professional Designations:
Joshe's main focus is to collaborate with the institution in the evaluation of prudent and adequate management of the retirement plan. Qualified plans are subject to rigorous regulations, and we are subject to a fiduciary standard which requires that all relevant decisions must be in the best interest of the participants.
José Santiago supports institutional clients in the prudent and compliant management of retirement plans. He works closely with plan sponsors, committees, and service providers to help ensure qualified plans operate in accordance with applicable regulatory requirements and fiduciary standards.
With deep experience in retirement plan oversight, José focuses on aligning plan design, investment options, and governance practices with the best interests of plan participants.
Licenses & Registrations:
Supports institutions in the prudent and compliant management of retirement plans.
Nazelin has a vast professional experience having worked in Puerto Rico for Popular Bank, Oriental Bank and FirstBank where she held managerial positions in a period of over 20 years. She also collaborated in sales, operations, service, compliance and with the mortgage department. Nazelin is a vital piece of our operation as she facilitates the client engagements, marketing efforts and personnel compliance with B Riley's firm policies.
Brings over 20 years of financial industry experience, supporting client service, operations, and compliance.
Brings over 20 years of financial industry experience, supporting client service, operations, and compliance.
360 Retirement Solutions was created with the purpose of collaborating with credit unions in the evaluation and prudent and adequate management of the retirement plan. The plans are subject to rigorous regulations and a duty of fiduciation which requires that all relevant decision making must be in the best interest of the participants.
Heidi A. Morales Colón was born in Caguas, Puerto Rico in 1997. From a very young age she was related to the Credit Union Movement. In 2015, she was part of the founding group of the Youth Committee of the Cabo Rojo’s Credit Union. She was a member of the university Honor Roll, of the Accounting Students Association and the Eta Gamma Delta Sorority. Heidi received her BBA in Accounting with a Minor in Human Resources in 2020 from the University of Puerto Rico in Mayagüez. From a young age at school and later as a member of the Sorority, she participated in volunteer activities such as visits and donations to the Children's Hospital in Puerto Rico, the Jesus de Nazaret Children's Home and Portal de Amor and providing aid to the victims of Hurricane Maria and the earthquakes in Puerto Rico, among others similar activities. From 2020 to 2022 she worked in the Laja’s Credit Union as Human Resources Manager. In 2022 she started working as an Administrative and Marketing Associate in 360 One Wealth + Capital Advisor.
Graduated with honors from the University of South Florida with a BA in Finance. My goals are to expand my knowledge and continue my education with a master's degree in related with finance. Similarly, I would like to pursue certifications as a Certified Financial Planner (CFP) or Certified Investment Management Analyst (CIMA).
