2020 AdvisorHub Industry in Transition Speaker: Kristi Martin Rodriguez

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Kristi Martin Rodriguez

Vice President of Thought Leadership for Nationwide Financial

Kristi Martin Rodriguez currently serves as Vice President of Thought Leadership for Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and industry leaders on issues impacting their ability to have a secure financial future. This includes the Nationwide Retirement Institute, Advanced Consulting, Practice Management and Training and Development teams for Nationwide Financial.

Prior to this role, Kristi led the Nationwide Retirement Institute. For over a decade, the Nationwide Retirement Institute has been focused on its mission to provide practical thought leadership and actionable solutions to improve financial health and retirement outcomes. From insights to consultative education to actionable tools, the Nationwide Retirement Institute provides expertise and resources on retirement planning concepts that include Social Security optimization, health care and long-term care considerations and tax-efficient retirement income.

Kristi oversees an extensive network of knowledgeable professionals who provide hands-on consultation to develop client strategies and address the major concerns America’s workers face when planning for retirement. Through timely insights, education and client-ready tools, both financial professionals and individuals working directly with Nationwide increase their awareness and knowledge of complex financial topics such as retirement income planning, health care, long-term care and Social Security.

Kristi has extensive experience in business-to-business and direct-to-consumer strategies and building high- performing teams. She joined Nationwide in 2015 as the Vice President of Marketing for Nationwide’s retirement plans business. Before joining Nationwide, Kristi held marketing and business leader roles at Aetna and UnitedHealth Group. Her experience includes functioning as the enterprise program lead of health care reform for UnitedHealthcare. Additionally, Kristi led a business development team working with the public sector, labor and trust and national accounts as liaison to their sales organization. She has a bachelor’s degree in Finance from Hampton University as well as a Series 6 and 26 securities registrations.

Kristi and her husband Alvaro (Al) have two daughters, Alyssa and Averi. She is an active member of the community, working with several non-profit and social organizations that aid unserved communities throughout the country. Kristi was one of the founding members of the Ohio chapter of The National Association of Securities Professionals (NASP), an organization helping people of color and women achieve inclusion in our industry. She is also the executive sponsor of AWARE and a member of the All Women Associate Resource Group at Nationwide.

 

About Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com. Follow us on Facebook and Twitter.

Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, Ohio. The Nationwide Retirement Institute is a division of NISC. Nationwide, the Nationwide N and Eagle, and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company.©2019 NFM-18766AO.2

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