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Michael Rodriguez has a varied work experience in client success and relationship management roles. Michael currently works as a Client Success Specialist - IRA at Fiduciary Decisions since June 2022. Prior to that, they worked as a Sr. Client Success Manager at Facet Wealth from April 2021 to June 2022. Before joining Facet Wealth, they held the position of Client Relationship Specialist at First United Land Transfer, Inc. from December 2018 to June 2022. In this role, they conducted settlements, coordinated and filed important documents, communicated with clients and mortgage lenders, and resolved any issues that arose during the closing process.

Michael Rodriguez attended Kutztown University College of Business from 2016 to 2020, where they earned a Bachelor of Science in Business Administration (BSBA) with a focus on Management and Economics. In March 2021, they obtained the Securities Industry Essentials certification from FINRA.