Alyssa Rodrigues

Alyssa Rodrigues has a diverse work experience in the financial services industry. Alyssa recently joined Inclined as a Loan Servicing Manager in April 2022. Prior to that, they worked at Ratio Wealth Group from October 2018 to October 2022, where they held the position of Client Relations Manager. Alyssa'sresponsibilities included creating insurance applications, processing application underwriting, and handling service requests for billing, account services, and financial plans. Alyssa also gained experience at MassMutual as a Financial Services Associate in August 2018. There, they focused on creating investment and insurance applications, processing application underwriting, and tracking inbound transfer of assets. Before that, they worked as a Client Service Manager at Global Wealth Strategies and Associates for over a year, starting in March 2017. Alyssa'sresponsibilities included creating investment applications, processing investment application underwriting, and tracking inbound transfer of assets. Alyssa's work experience also includes serving as the Director of Client Services at Colorado Wealth Group from March 2015 to January 2017, where they created insurance applications, created insurance policy illustrations, and processed insurance underwriting. Lastly, they began their career at Northwestern Mutual as an Associate Financial Representative in October 2013, where they focused on creating insurance applications, creating insurance policy illustrations, and processing insurance underwriting.

Alyssa Rodrigues earned their Bachelor's Degree in Exercise Physiology from the University of North Carolina at Pembroke between the years 2009 and 2012. In addition, they obtained a certification in Life&Health in December 2013, but the institution from which they obtained this certification is unknown.