Lorraine Rodriguez

Lorraine Rodriguez Email and Phone Number

Tax Exempt Market Retirement Professional @ Fidelity Investments
boston, massachusetts, united states
Lorraine Rodriguez's Location
Greater Orlando, United States
About Lorraine Rodriguez

Agile relationship manager and retirement planning professional with over 20 years of experience in the investment service industry. Committed to developing and sustaining client relations by serving as a trusted advisor, anticipating client needs, and finding creative solutions to issues. Passionate about cultivating collaboration and learning through engaging training initiatives.

Lorraine Rodriguez's Current Company Details
Fidelity Investments

Fidelity Investments

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Tax Exempt Market Retirement Professional
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Lorraine Rodriguez Work Experience Details
  • Fidelity Investments
    Director - Retirement Planner
    Fidelity Investments Apr 2023 - Present
    Greater Orlando
    • Facilitate high-quality 1:1 meeting with participants to create a retirement analysis and investment review to provide guidance and insight on retirement accounts. • Collaborate with teams to deliver customer satisfaction growing Personal & Workplace Investment business in regions, client profitability, creating plan level opportunities and driving cross over relationships.
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  • Missionsquare Retirement
    Retirement Consultant
    Missionsquare Retirement Apr 2021 - Nov 2022
    Orlando, Florida, United States
    Advisor to government entities providing market insights and industry best practices to develop flexible retirement plans that drive positive results for employee portfolios.
    View
  • Icma-Rc
    Director Relationship Management
    Icma-Rc Sep 2018 - Mar 2021
    Orlando, Florida Area
    Managed strategic objectives to optimize retirement programs/products and improve plan utilization.
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  • Icma-Rc
    Retirement Plans Specialist
    Icma-Rc May 2016 - Aug 2018
    Cobb County And Columbia County. Ga
    Championed client satisfaction through transparent communication and building trust as a subject matter expert in retirement benefits.
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  • Prudential Financial
    Regional Retirement Education Manager
    Prudential Financial Oct 2007 - May 2016
    Charlotte Nc
    Expert in administration of North Carolina 401 (k) and 457 supplemental retirement plans - Developed and maintained a large portfolio of 100 employers and 5 school systems with up to $750MM in assets for the North Carolina deferred compensation plans in a multi-county area

Lorraine Rodriguez Education Details

Frequently Asked Questions about Lorraine Rodriguez

What company does Lorraine Rodriguez work for?

Lorraine Rodriguez works for Fidelity Investments

What is Lorraine Rodriguez's role at the current company?

Lorraine Rodriguez's current role is Tax Exempt Market Retirement Professional.

What schools did Lorraine Rodriguez attend?

Lorraine Rodriguez attended University Of South Carolina-Columbia.

Who are Lorraine Rodriguez's colleagues?

Lorraine Rodriguez's colleagues are Anahí Ledezma, Sai Eswar Nookala, Joshua Raymer, John Curtin, Cfa, Landry Truett, Ashley Zangari, Kerri Mccord.

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