NATALIE RODERICK, VICE PRESIDENT

Natalie is a vice president at Innovest and is responsible for business development in the not-for-profit, education, and healthcare markets. She works closely with Marketing, is responsible for new business as well as developing industry seminars and events. Natalie has more than 20 years of experience in marketing and business development for various industries as well as owning a small business for 12 years.

Prior to joining the Innovest team, Natalie was with a boutique retirement plan advisor in Denver, CO.  She was responsible for client acquisition and transition to the firm.  In addition, she provided leadership in client management and investment services.  She graduated from Metropolitan State University with a B.S. in business management.

Natalie is firmly committed to helping clients more effectively manage their fiduciary risk.  Having previously been a small business owner, Natalie understands the importance of surrounding yourself with people you can trust that will help you towards achieving your organization’s goals.  Natalie is married and has two teenage children.

nroderick@innovestinc.com