Karen Rodriguez, CIMA®
Business Intelligence & Advisor Services
15 Years with H&W
27 Years of Industry Experience
Karen Rodriguez is responsible for managing the firm’s CRM databases, assisting with the development and execution of marketing campaigns, providing prospects and clients with pertinent information on strategies, and supporting Managing Directors in sales efforts. She also supervises the student-worker in the Corporate Work Study Program, in which Hotchkis & Wiley is a Corporate Partner.
Prior to joining Hotchkis & Wiley in 2004, Ms. Rodriguez worked at Transamerica Retirement Services as an Internal Wholesaler. She also held various roles at T. Rowe Price, Buck Consultants and Manulife. Ms. Rodriguez received her BA in Psychology from the University of Southern California and holds the Certified Investment Management Analyst® designation from the Investments & Wealth Institute. In addition, she is Series 7 and 63 registered.