Rod Ratliff, CFA
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Executive Summary
Rod Ratliff, CFA is a seasoned finance/investment professional with 29.8 years of experience. He has a strong background in investments, equities, equity research, portfolio management, and financial modeling. Rod has successfully transitioned into marketing and distribution after 12 years as an award-winning Wall Street research analyst and 6 years of industry experience in finance and strategy. He is known for his deep, analytical thinking, and excellent communication skills. Rod holds an MBA from NASD Series 7, 63, 86, and 87. He has held various senior positions in renowned companies such as Transamerica, Gabelli Funds, CapStone Investments, SunTrust Robinson Humphrey, Stanford Group Company, and NBC News
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Transamerica
Regional Vice President
Regional Vice President
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