Nelson Rodriguez Email & Phone Number
Founder and Principal
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Nelson Rodriguez Location
- Meriden, CT, US
Nelson Rodriguez Work
- Founder and Principal @ Secure Wealth 360 (October 2024 - Present)
- Director of Operations @ (December 2022 - October 2024)
- Annuity Sales Manager @ Business Underwriters Associates (BUA) (May 2022 - November 2022)
- Senior Analyst - Business Relationship Management - Annuity Operations @ (November 2020 - March 2022)
- New Business Resolution Specialist III - Annuity Operations @ (June 2019 - November 2020)
- Financial Advisor - Financial Planner @ (February 2016 - June 2019)
- Financial Advisor @ (June 2012 - February 2016)
- CT Chapter President @ (January 2011 - December 2012)
- Regional Sales Manager @ (June 2008 - February 2012)
- Senior Life Internal Wholesaler @ (January 2004 - June 2008)
Nelson Rodriguez Education
- Fordham University
B.S. (Finance)
- University of Phoenix
Master of Business Administration (Business Administration and Management)
Nelson Rodriguez Skills
- 401(k) Rollovers
- Administration
- Analysis
- Annuities
- Annuity Sales
- Asset Protection
- Back Office Operations
- Business Development
- Business Relationship Management
- Call Center Development
- Client Services
- Communication
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Customer Support
- Direct Sales
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Gifting Strategies
- Insurance
- Interpersonal Skills
- Investments
- Key Person Protection
- Legacies
- Licensed Life Insurance Agent
- Life Insurance
- Long Term Care Insurance
- Management
- Multi-Generational Planning
- Multi-Generational Wealth Transfer
- Multi-Tasking Skills
- Mutual Funds
- Operational Planning
- Operations Management
- Organization Skills
- Retirement
- Retirement Planning
- Sales
- Sales Operations
- Sales and Marketing
- Series 6
- Strategic Financial Strategies
- Strategic Planning
- Term Life Insurance
- Wealth Preservation
- Whole Life Insurance
- Advisory Services
- Planning
- Multi Tasking Skills
- Wealth Preservation Planning
- Family Security
- Financial Planning
- Advisory
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Strategic Financial Planning
- Investment Advisory Services
- Protection Planning
- 401k Rollovers
- MSI
- Services
Nelson Rodriguez Summary
- Nelson Rodriguez, based in Meriden, CT, US, is currently a Founder and Principal at Secure Wealth 360. Nelson Rodriguez brings experience from previous roles at Blueprint Income, Business Underwriters Associates (BUA) and Global Atlantic Financial Group. Nelson Rodriguez holds a B.S. in Finance @ Fordham University. With a robust skill set that includes 401(k) Rollovers, Administration, Analysis, Annuities, Annuity Sales and more. Nelson Rodriguez has 2 emails and 3 mobile phone numbers on RocketReach.
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