![Karen M. Rodriguez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Ms. Rodriguez joined HWCM in 2004.
Prior to that, she was an Internal Wholesaler for Transamerica Retirement Services.
She has been in the financial industry since 1991 and has experience in the sale, administration and servicing of qualified retirement plans in addition to experience in selling and servicing mutual funds and annuities.
Ms. Rodriguez received her BA in Psychology from the University of Southern California.
She holds designations as a Chartered Mutual Fund Counselor from the College of Financial Planning, Qualified Plan Financial Consultant and CIMA from the Investment Management Consultants Association.
In addition, she is Series 6, 7 and 63 registered.
Precedenti posizioni note di Karen M. Rodriguez
Società | Posizione | Fine |
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Hotchkis & Wiley Capital Management LLC
![]() Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Vendite & Marketing | 30/03/2011 |
Formazione di Karen M. Rodriguez
University of Southern California | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Hotchkis & Wiley Capital Management LLC
![]() Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
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