Kyle Rodgers
Financial Representative at Northwestern Mutual
- Role
- Financial Representative at Northwestern Mutual
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Kyle Rodgers
Specializing in working with families, business owners, and young professionals to achieve their financial goals through long term planning. Our planning focuses on, but is not limited to: asset protection, goal funding, buy-sell partnerships, retirement planning, and group planning for business owners. I help my clients make the most important financial decisions of their lives in a safe, understandable, and transparent manner
Experience
Financial Representative
Jan 2016 — Present · Boca Raton, FL, US
I work with young professionals and new families to help them achieve their financial goals. By asking those individuals what is important to them, we help to build them a snapshot of where they currently are, and where they can be in the future based on some recommendations customized to their situation. I help my clients make the most important financial decisions of their lives in a safe, understandable, and transparent manner.
Education
State University of New York Cortland
Bachelor of Education (B.Ed.)
2003 — 2008
State University of New York College at Cortland
Bachelor of Arts (B.A.)
2003 — 2008
Skills
- Powerpoint
- Microsoft Excel
- Microsoft Powerpoint
- Literacy
- Customer Service
- Start-Ups
- Higher Education
- Interviewing
- Social Media
- Management
- Interviews
- Public Speaking
- Strategic Planning
- Project Management
- Recruiting
- Staff Development
- Enterprise Software
- Training
- Differentiated Instruction
- Information Technology
- Secondary Education
- Microsoft Office
- Sales
- Consulting
- Teaching
- Time Management
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