Profiel
Ms. Sarah E.
Rodriguez is Client Services Associate at Lara, Shull & May LLC since October 2011.
Prior to LSM, she spent 5 years as an Account Manager with John Hancock Retirement plan services helping to educate business owners in the Texas region on their 401K plans and benefits.
Primarily based in the Austin and San Antonio area, she helped her clients develop strategies for saving and investing for retirement and performed annual contract reviews to determine the health of her client’s 401K plans.
Partnering with top tier advisors, she serviced their client’s retirement needs and helped grow their business by providing educational seminars and developing business relationships.
Ms. Rodriguez received her undergraduate degree from Texas A&M University in 2000.
Eerdere bekende functies van Sarah E. Rodriguez
| Bedrijven | Functie | Einde |
|---|---|---|
John Hancock Annuities
 John Hancock Annuities Life/Health InsuranceFinance John Hancock Annuities business includes fixed and variable annuities, immediate annuities, structured settlements and institutional fixed products. The company is headquartered in Boston, MA. | Corporate Officer/Principal | 30-09-2011 |
Lara, May & Associates LLC
 Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Verkoop & Marketing | - |
Opleiding van Sarah E. Rodriguez
| Texas A&M University | Undergraduate Degree |
Ervaring
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Lara, May & Associates LLC
Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
John Hancock Annuities
John Hancock Annuities Life/Health InsuranceFinance John Hancock Annuities business includes fixed and variable annuities, immediate annuities, structured settlements and institutional fixed products. The company is headquartered in Boston, MA. | Finance |
