As divisional vice president, Rodriguez will lead the sales strategies as well as the growth and development of six regional vice presidents on the Western Division team. He will also represent the distribution of CPI solutions in Houston and the surrounding area, helping financial advisers and plan sponsors drive CPI’s outcome-based approach for their retirement plan benefit program.
Rodriguez brings to CPI 23 years of experience in management, sales, marketing and business development, 16 of which have been focused on institutional retirement sales, management and service roles in the retirement and financial industries. Most recently he served as regional vice president at Ascensus covering the Texas region. Previous experience includes 14 years with several prominent insurance, mutual fund companies and investment firms, including three years as a restaurateur.
Rodriguez received his bachelor’s degree in business administration and finance from the University of Texas at Dallas. He also earned the Accredited Retirement Plan Consultant (ARPC) designation from the Society of Professional Asset-Managers and Record Keepers.