Andreea Rodman
Financial Services Professional at NYLIFE Securities LLC | Austin, Texas Metropolitan Area
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Andreea Rodman is a dedicated Financial Services Professional at NYLIFE Securities LLC, where she leverages her extensive expertise to provide tailored financial solutions that address a diverse range of client needs. With a focus on protection planning and family security, Andreea specializes in developing comprehensive strategies for college funding, retirement planning, and managing the costs associated with extended care. Her role as a Registered Representative allows her to offer a variety of securities products and services, ensuring that her clients receive well-rounded financial guidance.
One of Andreea's key projects involves working closely with families to create personalized financial plans that not only secure their immediate needs but also lay the groundwork for long-term financial stability. By employing her strong negotiation skills and risk assessment capabilities, she effectively navigates the complexities of financial markets to deliver optimal outcomes for her clients. Additionally, Andreea is committed to ongoing education and training, both for herself and her clients, ensuring that they are well-informed about their options and the ever-evolving financial landscape.
Her proficiency in written communication and time management further enhances her ability to connect with clients, making complex financial concepts accessible and actionable. With a solid foundation in Microsoft Excel, Andreea utilizes data-driven insights to refine her strategies, ensuring that each financial plan is not only viable but also aligned with her clients' unique goals and aspirations. In a world where financial security is paramount, Andreea Rodman stands out as a trusted advisor, ready to help clients navigate their financial journeys with confidence.
Financial Professional at New York Life Insurance Company in March 2024 to Present
Financial Services Professional at NYLIFE Securities LLC in June 2024 to Present
Director of Sales at Sonesta Hotels in December 2022 to December 2023
General Manager at Hyatt Place Austin Lake Travis - Four Points in March 2020 to September 2022
Operations Training Manager/Learning Innovator at OYO in June 2019 to January 2020
Area General Manager at OYO in January 2019 to June 2019
First Assistant General Manager at Hyatt Place Austin North Central in February 2012 to January 2019
Executive Assistant/Project Manager at Tex-Systems Cabling in October 2004 to March 2012
Director of Sales/AGM at Prime Hospitality Hotels in January 2000 to October 2004
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Education Funding Strategies
Business Insurance Planning
Retirement Income Strategies
Lifetime Income Strategies
Protection Planning/Family Security
Analytical Skills
Problem Solving
Business Planning
Emotional Intelligence
Negotiation
Data Analysis
Lean Six Sigma
Written Communication
High degree of initiative
Critical Thinking
Time Management
Risk Assessment
Budgeting & Forecasting
Change Management
Team Leadership
Communication
Hospitality Management
Training
Leadership
Sales
Hospitality Industry
Microsoft Excel
Customer Service
Management
Team Building
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Discover more about NYLIFE Securities LLCWhat is Andreea Rodman email address?
Email Andreea Rodman at [email protected]. This email is the most updated Andreea Rodman email found in 2026.
How to contact Andreea Rodman?
To contact Andreea Rodman send an email to [email protected]. (updated on October 30, 2024)
What company does Andreea Rodman work for?
Andreea Rodman works for NYLIFE Securities LLC
What is Andreea Rodman's role at NYLIFE Securities LLC?
Andreea Rodman is Financial Services Professional
What is Andreea Rodman's Phone Number?
Andreea Rodman's phone (214) ***-*980
What industry does Andreea Rodman work in?
Andreea Rodman works in the Hospitality industry.
Andreea Rodman Email Addresses
Andreea Rodman Phone Numbers
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