Distribution Support And Oversight Manager
Current
Apr 2020 - Present
AeroLeads people directory · profile
Shelley Rodriguez Email & Phone Number
Distribution Support and Oversight Manager
at
Thrivent Mutual Funds
1 work email found
@thriventfunds.com
2 phones found area 651
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Distribution Support and Oversight Manager
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size
Who is Shelley Rodriguez? Overview
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Quick answer
Shelley Rodriguez is listed as Distribution Support and Oversight Manager at Thrivent Mutual Funds, a company with 118 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at thriventfunds.com, phone signal with area code 651, and a matched LinkedIn profile for Shelley Rodriguez.
Shelley Rodriguez previously worked as Risk Consultant at U.S. Bancorp Asset Management, Inc. and AVP, Risk Consultant at U.S. Bancorp Asset Management. Shelley Rodriguez holds Contemporary Business, Communication And Media Studies from Inver Hills Community College.
Company email context
Email format at Thrivent Mutual Funds
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{first}.{last}@thriventfunds.com
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Profile bio
About Shelley Rodriguez
Shelley Rodriguez is a Distribution Support and Oversight Manager at Thrivent Mutual Funds. She possess expertise in mutual funds, financial services, process improvement, customer service, relationship management and 45 more skills. Colleagues describe her as "Michelle would be a tremendous asset to any company as she is a process-pro and an excellent worker. I was lucky to have trained under her and learned from someone with such an excellent commitment to quality with a passion for the business. She has a tremendous work ethic and I would recommend her for any position." and "Shelley and I have worked together for several years at Hartford Funds. I had the privilege to partner with her the last couple years as one of my leaders on the team. Shelley is someone that you can trust to take lead and drive excellence within the team. She was promoted several times over the years due to her dedication in challenging the status quo professionally and personally. Shelley has many great qualities that have contributed to our success. She collaborates effectively with all levels of leadership, isn't afraid to ask the difficult question, challenges status quo, and goes above and beyond daily. I would recommend Shelley for any position as she is a great partner and leader that you expect greatness from."
Listed skills include Mutual Funds, Financial Services, Process Improvement, Customer Service, and 46 others.
Current workplace
Shelley Rodriguez's current company
Company context helps verify the profile and gives searchers a useful next step.
Thrivent Mutual Funds
9 roles
Shelley Rodriguez work experience
A career timeline built from the work history available for this profile.
Risk Consultant
Feb 2016 - Apr 2020
Avp, Risk Consultant
Responsible for risk management oversight and complaince for SEC registered investment advisor businesses including The First American Funds (money market funds and private fund), separately managed institutional account portfolios, and Securities Lending Program. Oversight consists of business, reputation, credit, liquidity, and compliance risk. Ongoing.
Feb 2016 - Apr 2020
Team Leader, Mutual Fund Operations
Nov 2015 - Feb 2016
Manager / Operations Consultant | Financial Services, Transfer Agent, Broker / Dealer Relationships
Managed staff of expert service account managers in building, strengthening, and fostering mutual fund and 529 college savings service operations and technology relations with the top broker dealer, clearing, trust and third party administrators in the industry. Led team as key points of contacts for broker dealer and clearing firm needs related to.
Mar 2014 - Nov 2015
Service Account Manager | Broker / Dealer Relationships, Financial Services Operations
Recognized as best-in-class operations service account manager, providing overall broker dealer relationship management, service and technology support to funds largest key distribution partners. Indirectly led industry leading service account management team in service strategy creation, escalated issue management, relationship building, project.
Mar 2009 - Mar 2014
Associate Account Manager
Mar 2006 - Mar 2009
Senior Service Specialist
Provided best in class customer service through setting up of shareholder accounts, processing transactions, providing back-up phone support to contact center and mentoring new employees. Drove process improvement initiates through identification and implementation of efficiencies using GAP analysis. Acted as mutual fund processor subject matter expert on.
Sep 2001 - Mar 2006
Service Specialist
Responsible for all facets of broker dealer changes and block transfers for advisors, including both proprietary and non-proprietary fund families.
Nov 1995 - Jun 1999
Team & coworkers
Colleagues at Thrivent Mutual Funds
Other employees you can reach at thriventfunds.com. View company contacts for 118 employees →
CR
Chad Reuter
Colleague at Thrivent Mutual Funds
Maple Grove, Minnesota, United States, United States
View →
TS
Travis. Sell
Colleague at Thrivent Mutual Funds
Osseo, Minnesota, United States, United States
View →
EH
Eric Himmel, Cfp®, M.B.A.
Colleague at Thrivent Mutual Funds
St John, Indiana, United States, United States
View →
GP
Greg Petryszyn
Colleague at Thrivent Mutual Funds
Minneapolis, Minnesota, United States, United States
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PT
Paul Tommerdahl, Cfa
Colleague at Thrivent Mutual Funds
Greater Minneapolis-St. Paul Area, United States
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LB
Lauri Brunner
Colleague at Thrivent Mutual Funds
Minneapolis, Minnesota, United States, United States
View →
DG
Darci Garrison
Colleague at Thrivent Mutual Funds
Green Bay, Wisconsin, United States, United States
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PK
Paul Krueger
Colleague at Thrivent Mutual Funds
Neenah, Wisconsin, United States, United States
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JS
Jodi Stinson
Colleague at Thrivent Mutual Funds
St Paul, Minnesota, United States, United States
View →
JL
Janet Lakanen
Colleague at Thrivent Mutual Funds
Colona, Illinois, United States, United States
View →
Chad Reuter
Colleague at Thrivent Mutual Funds
Maple Grove, Minnesota, United States, United States
View →
TS
Travis. Sell
Colleague at Thrivent Mutual Funds
Osseo, Minnesota, United States, United States
View →
EH
Eric Himmel, Cfp®, M.B.A.
Colleague at Thrivent Mutual Funds
St John, Indiana, United States, United States
View →
GP
Greg Petryszyn
Colleague at Thrivent Mutual Funds
Minneapolis, Minnesota, United States, United States
View →
PT
Paul Tommerdahl, Cfa
Colleague at Thrivent Mutual Funds
Greater Minneapolis-St. Paul Area, United States
View →
LB
Lauri Brunner
Colleague at Thrivent Mutual Funds
Minneapolis, Minnesota, United States, United States
View →
DG
Darci Garrison
Colleague at Thrivent Mutual Funds
Green Bay, Wisconsin, United States, United States
View →
PK
Paul Krueger
Colleague at Thrivent Mutual Funds
Neenah, Wisconsin, United States, United States
View →
JS
Jodi Stinson
Colleague at Thrivent Mutual Funds
St Paul, Minnesota, United States, United States
View →
JL
Janet Lakanen
Colleague at Thrivent Mutual Funds
Colona, Illinois, United States, United States
View →
2 education records
Shelley Rodriguez education
Contemporary Business, Communication And Media Studies
In Progress, Business Administration, 4.0 Gpa
FAQ
Frequently asked questions about Shelley Rodriguez
Quick answers generated from the profile data available on this page.
What company does Shelley Rodriguez work for?
Shelley Rodriguez works for Thrivent Mutual Funds.
What is Shelley Rodriguez's role at Thrivent Mutual Funds?
Shelley Rodriguez is listed as Distribution Support and Oversight Manager at Thrivent Mutual Funds.
What is Shelley Rodriguez's email address?
AeroLeads has found 1 work email signal at @thriventfunds.com for Shelley Rodriguez at Thrivent Mutual Funds.
What is Shelley Rodriguez's phone number?
AeroLeads has found 2 phone signal(s) with area code 651 for Shelley Rodriguez at Thrivent Mutual Funds.
Where is Shelley Rodriguez based?
Shelley Rodriguez is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Thrivent Mutual Funds.
What companies has Shelley Rodriguez worked for?
Shelley Rodriguez has worked for Thrivent Mutual Funds, U.S. Bancorp Asset Management, Inc., U.S. Bancorp Asset Management, Ameriprise Financial Services, Inc., and Hartford Funds.
Who are Shelley Rodriguez's colleagues at Thrivent Mutual Funds?
Shelley Rodriguez's colleagues at Thrivent Mutual Funds include Chad Reuter, Travis. Sell, Eric Himmel, Cfp®, M.B.A., Greg Petryszyn, and Paul Tommerdahl, Cfa.
How can I contact Shelley Rodriguez?
You can use AeroLeads to view verified contact signals for Shelley Rodriguez at Thrivent Mutual Funds, including work email, phone, and LinkedIn data when available.
What schools did Shelley Rodriguez attend?
Shelley Rodriguez holds Contemporary Business, Communication And Media Studies from Inver Hills Community College.
What skills is Shelley Rodriguez known for?
Shelley Rodriguez is listed with skills including Mutual Funds, Financial Services, Process Improvement, Customer Service, Relationship Management, Business Analysis, Vendor Management, and Management.
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