Michael Rodman Location
- Rancho Santa Fe, CA, US
Michael Rodman Work
- 2009 - now President @
- 2007 - now President @
- 1999 - now President @
Michael Rodman Education
- Notre Dame
Bachelor Of Business Administration (Economics, Finance)
1980 - 1983
Michael Rodman Skills
- Property & Casualty Insurance
- Investments
- Wealth
- Wealth Management
- Estate Planning
- Financial Advisory
- Retirement Planning
- Asset Management
- High Net Worth Individuals
- Life Insurance
- Small Business
- Retirement
- IRAs
- Business Strategy
- Fixed Annuities
- 401k
- Asset Managment
- Financial Planners
- Succession Planning
- Finance
- Executive Compensation Planning
- Series 63
- Employee Benefits
- Long-term Care
- Wealth Accumulation
- Estate Tax Planning
- Long Term Care Insurance
- Portfolio Management
- Investment Strategies
- Risk Management
- Investment Advisory
- Executive Benefit Strategies
- Entrepreneurship
- Financial Services
- Strategic Financial Planning
- Wealth Management Services
- Executive Pay
- Income Tax
- Series 6
- Securities
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Series 7
- Income Tax Planning
- Business Succession Planning
- Pensions
- Universal Life
- Roth IRA
- Personal Financial Planning
- Services
- Microsoft Office
- Microsoft Excel
- Management
- Public Speaking
- Long Term Care
- Property And Casualty Insurance
Michael Rodman Summary
- Michael Rodman, based in Rancho Santa Fe, CA, US, is currently a President at Underwriting Services of America. Michael Rodman brings experience from previous roles at Underwriting Services of America, Inc. and Best Practices of America. Michael Rodman holds a 1980 - 1983 Bachelor Of Business Administration in Economics, Finance @ Notre Dame. With a robust skill set that includes Property & Casualty Insurance, Investments, Wealth, Wealth Management, Estate Planning and more. Michael Rodman has 2 emails and 2 mobile phone numbers on RocketReach.
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