Marketing and Client Service Professionals


KAREN RODRIGUEZ, CMFC, QPFC
Senior Associate

Ms. Rodriguez joined Hotchkis and Wiley in 2004 as an Internal Sales Associate responsible for sales support and client service in the Eastern Division.

Previously, Ms. Rodriguez 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 a Chartered Mutual Fund Counselor designation (CMFC), Qualified Plan Financial Consultant designation (QPFC) and is Series 7, 6 and 63 registered.

 

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