Nelson J Rodriguez MBA CFBS

Nelson J. Rodriguez, MBA, CFBS® has extensive experience in the financial services industry. Nelson J. is currently the Operations Director at Blueprint Income, where they started in December 2022. Prior to that, they worked as the Annuity Sales Manager at Business Underwriters Associates (BUA) from May 2022 to November 2022, where they were responsible for quoting, case design, licensing, appointments, applications, and new business support.

From November 2020 to March 2022, Nelson held the position of Senior Analyst - Business Relationship Management - Annuity Operations at Global Atlantic Financial Group. In this role, they managed business relationships and was involved in annuity operations. Before that, from June 2019 to November 2020, they were a New Business Resolution Specialist III - Annuity Operations at the same company.

Nelson's work experience also includes a role as a Financial Advisor - Financial Planner at Barnum Financial Group from February 2016 to June 2019. There, they became part of Mass Mutual when the company transitioned from MetLife. Prior to that, they worked as a Financial Advisor at New York Life Insurance Company from June 2012 to February 2016.

Nelson has leadership experience as the CT Chapter President for Prospanica from January 2011 to December 2012. Nelson J. also has a history with MetLife, where they held the positions of Regional Sales Manager from June 2008 to February 2012 and Senior Life Internal Wholesaler from January 2004 to June 2008. Additionally, they worked as a Financial Advisor at New England Financial, A MetLife Company from June 1998 to January 2004.

With their diverse experience in the financial services industry, Nelson J. Rodriguez has developed a strong skill set and a comprehensive understanding of various aspects of the field.

Nelson J. Rodriguez earned a Bachelor of Science (B.S.) degree in Finance from Fordham University. Nelson J. also pursued higher education by obtaining an MBA in Management from the University of Phoenix. In addition to their academic qualifications, Nelson has additional certifications, including being a Certified Family Business Specialist (CFBS) from The American College of Financial Services. Moreover, they have completed the Series 6, Series 63, and Series 65 certifications from FINRA.