Rafaelina Gomez
Financial Services Executive
Retirement & Institutional Relationship Management
Strategy & Transformation Leader
Connecting Business, AI & Client Relationships to Drive Growth
MBA · FINRA Series 7, 63 & 24 · AI Ambassador · Bilingual English / Spanish
What I Bring to the Table
Institutional perspective: direct experience engaging with a $100M plan sponsor, including strategic service meetings and committee-level plan reviews.
Executive operator: led strategy, governance, financial planning, and decision support across a $361M technology portfolio.
Cross-enterprise influence: worked across Workplace Investing, Asset Management, Technology, Compliance, and enterprise leadership teams.
Trusted advisor mindset: known for translating complex business, regulatory, and operational issues into clear decisions and actionable solutions.
My advantage: I understand both sides of the relationship, the client conversation and the enterprise required to deliver on it. The combination that turns relationships into long-term partnerships.
Entrepreneurship
Landlord, investor, and REALTOR® with RentProv Realty in Providence, with 17+ years managing a portfolio of 20+ units across New England, built on referrals and relationships.
Community
Providence Business News 2018 40 Under Forty honoree, board member of Kind RI, and active in New England's women's leadership and professional networking communities.
Crypto Product Delivery · Technology
Let’s Collaborate
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