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KAREN RODRIGUEZ, CMFC, QPFC
Senior Associate
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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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