Lisa Rodriguez

Director, Alternative Investments @Inspira Financial

Orlando, FL, US
MOBILE NUMBERS
+19•••••••75

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WORK HISTORY

Oct 2024 — Present

Director, Alternative Investments @Inspira Financial

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EDUCATION

1997 — 1999

University of Central Florida

Bachelor of Science in Business Administration

2001 — 2003

Webster University

Master of Business Administration

1995 — 1997

Daytona State College

Associate of Arts and Sciences (A.A.S.)

2005 — 2007

The American College

LUTCF

ABOUT LISA RODRIGUEZ

Lisa is a seasoned professional with just under two decades of experience in the insurance industry, where she excelled in various roles, with her longest tenure serving as a senior branch manager for a Fortune 100 company. Throughout her career, she demonstrated exceptional leadership, overseeing both sales and service teams to achieve remarkable results.Driven by a passion for knowledge, Lisa obtained her MBA from Webster University, further enhancing her expertise and preparing her for new challenges. After nineteen years in insurance, including five years running her own successful business, she made a strategic decision to transition into alternative investments, eager to leverage her expertise in a new arena.In her personal life, Lisa enjoys boating and is an enthusiastic supporter of her kids\' sports. She cherishes family time spent outdoors, embracing the beauty of nature. Lisa is dedicated to simplifying the investment journeys for the clients of sponsors, advisors, and broker-dealers, ensuring that they receive the support and resources necessary to achieve their financial goals and succeed in their endeavors.

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