Rodriguez Wendy
About Rodriguez Wendy
Wendy Rodriguez serves as the Assistant Director of Client Compliance and Consulting Services at Transamerica, where she has worked since 2013. She specializes in developing plan filing packages for IRS determination letters and provides technical guidance on regulatory compliance.
Work at Transamerica
Wendy Rodriguez has been serving as the Assistant Director of Client Compliance and Consulting Services at Transamerica since 2013. In this role, she develops plan filing packages for IRS determination letters, demonstrating her expertise in regulatory compliance. Prior to this position, she held various roles within the company, including Manager of the Nondiscrimination Testing Unit and Assistant Director of the Nondiscrimination Testing Unit. Her tenure at Transamerica spans over 11 years, during which she has contributed significantly to compliance and consulting services.
Education and Expertise
Wendy Rodriguez studied at Baruch College (CUNY), where she earned a Bachelor of Science degree in Accounting. Her educational background has provided her with a strong foundation in accounting principles, which she applies in her current role at Transamerica. Additionally, her experience in regulatory compliance and technical guidance on plan and regulatory issues further enhances her expertise in the field.
Background
Wendy Rodriguez began her career in the financial services industry at Stop & Shop, where she worked as an Assistant Bookkeeper, Payroll, and Customer Service representative for one year. She then joined Transamerica, where she progressed through various roles, including Compliance Testing Associate and Compliance Testing Consultant, before advancing to management positions. Her extensive experience in compliance and consulting services has shaped her professional journey.
Achievements
Throughout her career at Transamerica, Wendy Rodriguez has supervised auditors and provided coaching and mentoring on auditing techniques. She interprets new regulations and drafts language to ensure compliance with technical document specifications. Her ability to develop plan filing packages for IRS determination letters highlights her commitment to maintaining regulatory standards and supporting clients in compliance matters.