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Bob Roderick Location
Boston, MA, US
Bob Roderick Work
2025 -now Director Advisor Performance Enablement @
2023 -2025 Sr. Manager, Business and Salesforce Analytics @
2018 -2023 Senior Business Analyst @
2015 -2018 Sr.Client Service Manager @
2009 -2015 Account Manager @
2006 -2008 Team Manager @
2003 -2006 Operations Manager @
1997 -2003 Senior Operations Supervisor @
1989 -1997 Technician @ Learning Technologies, Inc.
Bob Roderick Education
Southern New Hampshire University 2012-2016
Merrimack College 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 Southern New Hampshire University. With a robust skill set that includes 401k, Retirement, Series 63, Mutual Funds, Retirement Planning and more. Bob Roderick has 1 emails on RocketReach.
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