Yudi Rodriguez, CLTC in

Yudi Rodriguez, CLTC

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Licensed Agent at New York Life Insurance Company
📍 Washington DC-Baltimore Area, United States

Yudi Rodriguez is a Financial Services Professional with New York Life, specializing in insurance and securities. Holding a Certified in Long-Term Care (CLTC) designation, she has been recognized by Forbes and SHOOK Research for her professional achievements. Her background includes positions at Wells Fargo and Capital One.

She is deeply engaged in her community, particularly in supporting Hispanic and immigrant causes. Yudi has been a speaker at the National Hispanic Medical Association conference and involved with organizations like the Association of Latino Professionals for America and the Ascend Educational Fund.

Unique fact: Yudi was recognized by Forbes and SHOOK Research as a top financial security professional.

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Experience
18 Years
Current Role
Licensed Agent
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Yudi shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Yudi cares about

Financial Wellness
As a financial professional, she advises clients on insurance and investment products and has spoken on financial topics at national conferences.
Long-Term Care
Holds the Certified in Long-Term Care (CLTC) designation, indicating a specialized expertise in this area of financial planning.
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Career

Work history

6-2014
Licensed Agent
New York Life Insurance Company
6-2014
Financial Services Professional
NYLIFE Securities LLC
7-2012 - 6-2014
Sr. Service Manager
Wells Fargo
2008 - 2012
Sr. Banker
Capital One
In the press

Media appearances

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Education

Yudi has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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