Kristi Rodriguez, senior vice president, Nationwide Retirement Institute

Episode Summary

In this episode, Christine Shaw speaks with Kristi Rodriguez, senior vice president of Nationwide Retirement Institute. Kristi details the steps that Nationwide has taken in the diversity, equity and inclusion space, explaining the research that motivated their efforts.

Episode Notes

You will learn: 

  • The importance of education for advisers and clients to ensure a secure financial future
  • The impact that attending a historically black college had on Kristi
  • How company culture can impact someone’s mindset about their work
  • The impact of race when considering a career in financial services
  • And more!

Tune in to learn what Nationwide is doing in the diversity and inclusion space with Kristi Rodriguez, senior vice president of Nationwide Retirement Institute!

Resources: InvestmentNews | Christine Shaw | Nationwide Retirement Institute | Kristi Rodriguez | Nationwide Instagram | Nationwide Facebook

Guest bio: Kristi Martin Rodriguez currently serves as senior vice president of the Nationwide Retirement Institute for  Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and  industry leaders on issues impacting their ability to have a secure financial future.  

In her current role, Kristi oversees an extensive network of knowledgeable professionals who provide hands-on  consultation to develop client strategies and address the major concerns America’s workers face when planning for  retirement. Through timely insights, education and client-ready tools, both financial professionals and individuals are  able to work directly with Nationwide to increase their awareness and knowledge of complex financial topics such as  retirement income planning, health care, long-term care and Social Security.  

Kristi has over 20 years of extensive experience in business-to-business and direct-to-consumer strategies and building high-performing teams. She joined Nationwide in 2015 as the vice president of marketing for Nationwide’s retirement plans  business. Before joining Nationwide, Kristi held marketing and business leader roles at Aetna and UnitedHealth Group. Her  experience includes functioning as the enterprise program lead of health care reform for UnitedHealthcare. Additionally,  Kristi led a business development team working with the public sector, labor and trust and national accounts as liaison to  their sales organization. She has a bachelor’s degree in finance from Hampton University as well as Series 6 and 26  securities registrations.  

Kristi is an active member of the community, working with several nonprofit and social organizations that aid unserved  communities throughout the country. Kristi was one of the founding members of the Ohio chapter of The National  Association of Securities Professionals, an organization helping people of color and women achieve inclusion in our  industry. She is also the executive sponsor of AWARE and a member of the All Women Associate Resource Group at  Nationwide.

The post Kristi Rodriguez, senior vice president, Nationwide Retirement Institute appeared first on InvestmentNews.

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