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Lisa Rodriguez
Director Of Sales at Nuview Trust
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Work Experience
Feb 2020 - Present · 4 years and 10 months
Director Of Sales
Jun 2022 - Present · 2 years and 6 months
Director Of Institutional Sales
Apr 2021 - Present · 3 years and 8 months
Director Of Retail National Accounts
Feb 2020 - Apr 2021 · 1 years and 2 months
Company Details
11-50 Employees
NuView IRA provides administrative services and processing on behalf of NuView Trust Company. The power of a self-directed IRA account permits income taxes to grow and developed and, in the case of a Roth IRA, may never be taxed again. Founded in 2003, NuView IRA administers self-directed accounts for clients seeking to hold alternative investments within their Individual Retirement Account (IRA). While other custodians tend to reject nontraditional investments, NuView’s administrative platform was designed with alternatives in mind.
Year Founded
2003
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
280 S Ronald Reagan Blvd Suite 200 Longwood, FL 32750, US
Keywords
Seminars & WebinarsSecured & Unsecured Notes in an IRAReal Estate in an IRAPrecious Metals in an IRARealtor CE CoursesCPE/CLE/CE for CFP CoursesPrivate Placements in an IRAPrivate Lending from an IRATax Liens in an IRAWholesale & Retail Models
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