Heidi Hudson
Supervisor at The Vanguard Group
- Role
- Retail Retirement Center Supervisor at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Heidi Hudson
Enthusiastic financial services leader with a core purpose to serve others by empowering their success through coaching, inspirational leadership and mentoring. Embodies servant leadership philosophy with a passion for collaboration, strategic planning, and excellent execution to enable individual growth and provide world class client experiences. FINRA Series 7 and 63 licensed.
Experience
Retail Retirement Center Supervisor
Oct 2015 — Present
Responsible for training, coaching and developing a highly engaged team of specialized retirement professionals with primary focus complex retirement transactions and small business plans- Fosters an environment of teamwork, collaboration and cooperation that capitalizes on strengths and offers opportunity for individual growth- Analyzes data, metrics and competencies to understand success and opportunity area drivers. Differentiate individual performance, calibrate standards and provide regular and ongoing feedback- Develops and maintains knowledge of regulations and adjusts processes in response to modifications of the regulatory requirements. Ensures the group is operating according to FINRA and SEC guidelines- Analyzes and resolves complex client issues and implements solutions to bring about service recovery.
Education
Clemson University
Bachelor of Arts
2006 — 2009
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