Nelson Rodriguez Email & Phone Number
Founder @ The Velvet Loft
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Nelson Rodriguez Location
- Meriden, CT, US
Nelson Rodriguez Work
- 2026 -now Founder @
- 2024 -now Founder and Principal @ Secure Wealth 360
- 2022 -2024 Director of Operations @
- 2022 -2022 Annuity Sales Manager @
- 2020 -2022 Senior Analyst - Business Relationship Management - Annuity Operations @
- 2019 -2020 New Business Resolution Specialist III - Annuity Operations @
- 2016 -2019 Financial Advisor - Financial Planner @
- 2012 -2016 Financial Advisor @
- 2011 -2012 CT Chapter President @
- 2008 -2012 Regional Sales Manager @
- 2004 -2008 Senior Life Internal Wholesaler @
Nelson Rodriguez Education
- University of Phoenix
Master of Business Administration (Business Administration and Management, General)
2008 - Fordham University
B.S. (Finance)
Nelson Rodriguez Skills
- Estate Planning
- Advisory Services
- Whole Life Insurance
- Planning
- Fixed Annuities
- Multi Tasking Skills
- Wealth Preservation Planning
- Insurance
- Retirement Planning
- Family Security
- Sales
- Financial Planning
- Strategic Financial Strategies
- Legacies
- Investments
- Advisory
- Series 6
- Wealth Preservation
- Multi Generational Planning
- Strategic Planning
- Financial Services
- Asset Protection
- Life Insurance
- Mutual Funds
- Multi Generational Wealth Transfer
- Strategic Financial Planning
- Gifting Strategies
- Licensed Life Insurance Agent
- Investment Advisory Services
- Protection Planning
- Long Term Care Insurance
- Management
- 401k Rollovers
- Term Life Insurance
- MSI
- Retirement
- Services
- Annuity Sales
- Analysis
- Employee Benefits
- Key Person Protection
Nelson Rodriguez Summary
- Nelson Rodriguez, based in Meriden, CT, US, is currently a Founder at The Velvet Loft. Nelson Rodriguez brings experience from previous roles at Secure Wealth 360, Blueprint Income, Business Underwriters Associates (BUA) and Global Atlantic Financial Group. Nelson Rodriguez holds a Master of Business Administration in Business Administration and Management, General @ University of Phoenix. With a robust skill set that includes Estate Planning, Advisory Services, Whole Life Insurance, Planning, Fixed Annuities and more. Nelson Rodriguez has 2 emails and 2 mobile phone numbers on RocketReach.
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