Bob Roderick Email & Phone Number
Director Advisor Performance Enablement @ Empower group
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Bob Roderick Location
- Boston, MA, US
Bob Roderick Work
- Director Advisor Performance Enablement @ (July 2025 - Present)
- Sr. Manager, Business and Salesforce Analytics @ (August 2023 - July 2025)
- Senior Business Analyst @ (January 2018 - August 2023)
- Sr.Client Service Manager @ (July 2015 - January 2018)
- Account Manager @ (November 2009 - July 2015)
- Team Manager @ (November 2006 - December 2008)
- Operations Manager @ (August 2003 - June 2006)
- Senior Operations Supervisor @ (August 1997 - August 2003)
- Technician @ Learning Technologies, Inc. (January 1989 - January 1997)
Bob Roderick Education
- Southern New Hampshire University
Master of Business Administration (M.B.A.) (Finance)
2012-2016 - Merrimack College
Bachelor’s Degree (Finance)
1999-2006
Bob Roderick Skills
- 401k
- Retirement
- Series 63
- Mutual Funds
- Retirement Planning
- Process Improvement
- Investments
- Life Insurance
- Call Center
- Risk Management
- Defined Benefit
- Asset Allocation
- 529 Plans
- Wealth Management
- Series 7
- CRPS
- IRAs
- Roth IRA
- Reporting & Analysis
- Finance
- Relationship Management
- Financial Services
- Management
- 401(k) Retirement Savings Plans
- Mba
- Salesforce.com
- Reporting And Analysis
- Data Analysis
- SAP BusinessObjects
- 401K Retirement Savings Plans
- Excel Pivot
- SQL
- SAS programming
- 401 Retirement Savings Plans
Bob Roderick Summary
- Bob Roderick, based in Boston, MA, US, is currently a Director Advisor Performance Enablement at Empower. Bob Roderick brings experience from previous roles at Empower. Bob Roderick holds a 2012 - 2016 Master of Business Administration (M.B.A.) in Finance @ Southern New Hampshire University. With a robust skill set that includes 401k, Retirement, Series 63, Mutual Funds, Retirement Planning and more.
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