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Michelle Rodriguez

Michelle Rodriguez, CISP

Senior IRA Administrator

Michelle Rodriguez is a Senior IRA Administrator at Covenant Trust. She has been with the company since August 2019.

In 2021, Michelle earned her Certified IRA Services Professional (CISP) certification. This designation recognizes her as an expert in a broad range of IRA transactions, including excess contributions, rollovers and transfers, required minimum distributions, and conversions.

Michelle graduated in 2011 from East-West University in Chicago, IL, with a B.S. in business administration and a minor in marketing. Before coming to Covenant Trust, Michelle worked as a Teller Supervisor at BMO Harris Bank and as a Retirement Account Administrator at Millennium Trust Company where she handled many types of qualified plans and IRAs.

Michelle is fluent in Spanish. She lives in the Chicago suburb of North Riverside with her two boys.

Phone: 847-583-3268

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By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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