Profil
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.
Anciens postes connus de Karen M. Rodriguez
| Sociétés | Poste | Fin |
|---|---|---|
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). | Sales & Marketing | 30/03/2011 |
Formation de Karen M. Rodriguez
| University of Southern California | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
